1 / 9

Portfolio Management

Portfolio Management. Performance Based Wealth Management. What is PMS . Performance Based Management Tailor Made Portfolio Portfolio designing as per the client requirement Portfolio horizon and risk appetite is pre define. Why PMS. Sophisticated – High end product

fulton-larson
Télécharger la présentation

Portfolio Management

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. Portfolio Management Performance Based Wealth Management

  2. What is PMS • Performance Based Management • Tailor Made Portfolio • Portfolio designing as per the client requirement • Portfolio horizon and risk appetite is pre define

  3. Why PMS • Sophisticated – High end product • Personalized – Customized as required • Exclusive – A premium status attached to it • Provides high level of satisfaction and interaction with stock market.

  4. Benefits of PMS • Concentrated and focused portfolio • Full flexibility for cash holding • Risk appetite as per client requirement • Flexible Performance in every time in stock market like Bear/Bull and consolidation phase

  5. 100% liquid portfolio with market valuation • Any time liquidity • Able to generate better return as compare to any other products in range bound market • Portfolio diversification across market capitalization (Midcap/Large cap & Small cap) • Management costing is based on performance

  6. Comparison

  7. Strategy

  8. PMS Working • Based on profit sharing • Transparency • Average Portfolio horizon is 2 years • Full capital Increment • No Initial cost • Regular Interaction with client • Weekly/fortnightly portfolio distribution • Expected portfolio performance 15-20% annualized

  9. Happy Investing Thank You

More Related