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Tailored to specific clients' needs, Portfolio Management Services represent a different type of investment management approach that is created to look after the needs of individual clients, within the set parameters of risk tolerance, financial preferences and expected returns. It offers personalised solutions and a high degree of customisation that make it a great choice for high-net-worth individuals and businesses who are looking for a personalised approach.
The process begins with a detailed assessment of the investor's financial situation, investment goals, risk profile and time horizon. This initial consultation gives us a deep understanding of the client's needs and preferences, laying the foundation for a customised investment strategy.
Based on this assessment, we develop a personalised investment plan, outlining the asset allocation strategy, investment objectives and risk management approach. After the investment planning is completed, we start the implementation. To do this, we choose a diversified portfolio of securities for the client and manage them too. In addition to that, we keep consistent track of it and make any necessary changes that can help in maximising returns while managing risks well. Throughout the process, we communicate with our clients via regular reporting and updates.
