1 / 7

What is the role of asset management company for an investor?

The most important financial advisory that businesses hire is the wealth and asset management company. A wealth management company uses the current pool of funds that the client has into different kinds of securities and assets.

avendusgroup
Télécharger la présentation

What is the role of asset management company for an investor?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. What is the role of asset management company for an investor? www.avendus.com/india

  2. The initial stage of business When a new business is set up, it is done with a lot of goals and milestones in mind. While the profits aren’t a lot initially, the business does start to earn steadily enough to bear the costs of keeping the business going. Once the profits start coming in, there needs to be a planning on their usage. One can either use it to make modifications to current business premise or use it to save it for expansion. This is when you need to have financial advisory services in place. www.avendus.com/india

  3. Important function The most important financial advisory that businesses hire is the wealth and asset management company. A wealth management company uses the current pool of funds that the client has into different kinds of securities and assets. The asset management firm or the manager that is assigned by the firm is responsible to decide what will happen to the funds, such as when to invest, and how to invest. This decision is taken basis the initial investment goals set by the client and manager together. www.avendus.com/india

  4. Allocation of resources Another major function of these financial advisory services is the allocation of assets. Mutual funds are the most common assets that investors choose to invest into. These mutual funds in a way, set a definite aim that aides the asset manager to shortlist and then decide what asset to invest in. for instance, debt-oriented funds do not put more than one-fifth of the asset in the management inequities. A balanced one may choose to invest at least three-fifth of the asset inequities. Deciding this allocation is crucial. www.avendus.com/india

  5. Doing the right research and analysis It takes in a lot of efforts to build in the correct portfolio as required by the investor. this requires the manager appointed by the asset management company to do an in-depth study and analysis of what is currently working and what is not. the various aspects that they need to scrutinize are micro, macro-economic ones and market trends, that tell us the regular performance of funds and then make a decision of investment. www.avendus.com/india

  6. Keeping a close watch of performance Just deciding where to allot the investment to is not enough. For an asset manager from the financial advisory services, it is very crucial that they keep a close watch on the performance of the funds. They need to take regular updates and see how its fared. This regular watch will tell them when to remove an investment or when to seize the opportunity. They should be able to predict what works for them with the trend. www.avendus.com/india

  7. Thank You www.avendus.com/india

More Related