Portfolio management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.
While the use of a Portfolio manager is based on the theory that he or she can provide services in any aspect of the financial field, some choose to specialize in particular areas. This may be based on the expertise of the wealth care in question, or the primary focus of the business within which the wealth care operates.
Professional licensed portfolio managers work on behalf of clients, while individuals may choose to build and manage their own portfolios. In either case, the portfolio manager's ultimate goal is to maximize the investments' expected to return within an appropriate level of risk exposure.
We use our complete knowledge of Equity, Insurance & Mutual Funds in order to suggest investment options to the clients,As per their Long Term or Short term Goals.
A-9, Spring Time Meadows,
Sansari Lane No-2,
Deolali Camp - Nashik -422401.