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THE ADVANTAGES OF
PROFESSIONAL
PORTFOLIO
MANAGEMENT
A strong portfolio and some wise investment
management is needed
Introduction
 Money is a volatile instrument. There’s no telling what
sort of flux economies and investment markets will be
in tomorrow, and there’s no way to say for sure that
one’s assets are safe, or adequate
 It is a wise decision on anyone’s part to look at things
in the long-run and to start investing in order to secure
their financial future
 Investing might sound like a gamble, but with a strong
portfolio and some wise investment management,
individuals are likely to find their investments accruing
more and more value along with the passage of time,
therefore providing better returns at the final stage
How to Approach
 To generate profits using the investment
medium, the first thing to do is hire the
services of a professional financial planner
 One can always manage their investments
themselves, but a financial advisor will be
able to provide you with a customised financial
strategy based on your means, needs,
financial goals and their interdependent
feasibilities
What is Investment Portfolio
 Once you have engaged the services of a financial
advisor, the next thing to do is to start chalking out
and accumulating your investment portfolio
 An investment portfolio refers to the sum total of all
your financial assets, such as stocks, bonds, fixed
deposits, debentures, mutual fund investments, cash
equivalents and so on and so forth
 One must be very careful when building their portfolio,
because a bad investment can often have a negative
impact on the remaining assets that comprise your
portfolio, not to mention considerably slowing down
the portfolio’s overall growth
What is Portfolio Management
 Portfolio management is defined by several
experts in several different ways
 To explain it briefly, portfolio management can
be said to be the process whereby one
determines the right investment policy keeping
in mind the maxim of ‘maximum return,
minimum risk’
Role of Portfolio Manager
 When you hire a portfolio manager to manage your
finances, you essentially relieve yourself of any
executive or decision-making functions, as your
advisor will make these on your behalf
 He or she will also counsel you as to which
investment options are best for you, and which ones
you should avoid in order to gain fruitfully from your
portfolio
 A good portfolio manager will be sensitive to your
situation, realising that every client has separate goals
of their own, and creating a tailor made financial plan
acording to your subjective requirements
Benefits of Portfolio Management
 Useful for Investors: The need for portfolio management might not
be very apparent, but it is a highly useful tool for serious investors
 Professional Service: For one, it is a professional service, and
therefore comes with a stamp of dependability
 Time Saving: Portfolio managers work round the clock to minimise
risks, which is not something the average investor may have the
time to do
 Expert Advice: A professional will also know how to allocate your
investments in a balanced mix of securities to maximise profits and
minimise danger; this aside, professional management will also
ensure that any unfortunate damage done to your portfolio is quickly
mitigated
 Precautions: Similarly, investments that do not look promising can
be gotten rid of before they prove detrimental to your portfolio, and
investments that seem potentially lucrative can be bought well in
advance
Conclusion
 Thus, professional portfolio management – or
PPM – is not only useful, but essential for any
investor who hopes to exploit his investment
capital to the fullest possible extent
Thank You
Get more insights on Mutual Fund and
Mutual Fund Investments here

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The Advantages of Professional Portfolio Management

  • 1. THE ADVANTAGES OF PROFESSIONAL PORTFOLIO MANAGEMENT A strong portfolio and some wise investment management is needed
  • 2. Introduction  Money is a volatile instrument. There’s no telling what sort of flux economies and investment markets will be in tomorrow, and there’s no way to say for sure that one’s assets are safe, or adequate  It is a wise decision on anyone’s part to look at things in the long-run and to start investing in order to secure their financial future  Investing might sound like a gamble, but with a strong portfolio and some wise investment management, individuals are likely to find their investments accruing more and more value along with the passage of time, therefore providing better returns at the final stage
  • 3. How to Approach  To generate profits using the investment medium, the first thing to do is hire the services of a professional financial planner  One can always manage their investments themselves, but a financial advisor will be able to provide you with a customised financial strategy based on your means, needs, financial goals and their interdependent feasibilities
  • 4. What is Investment Portfolio  Once you have engaged the services of a financial advisor, the next thing to do is to start chalking out and accumulating your investment portfolio  An investment portfolio refers to the sum total of all your financial assets, such as stocks, bonds, fixed deposits, debentures, mutual fund investments, cash equivalents and so on and so forth  One must be very careful when building their portfolio, because a bad investment can often have a negative impact on the remaining assets that comprise your portfolio, not to mention considerably slowing down the portfolio’s overall growth
  • 5. What is Portfolio Management  Portfolio management is defined by several experts in several different ways  To explain it briefly, portfolio management can be said to be the process whereby one determines the right investment policy keeping in mind the maxim of ‘maximum return, minimum risk’
  • 6. Role of Portfolio Manager  When you hire a portfolio manager to manage your finances, you essentially relieve yourself of any executive or decision-making functions, as your advisor will make these on your behalf  He or she will also counsel you as to which investment options are best for you, and which ones you should avoid in order to gain fruitfully from your portfolio  A good portfolio manager will be sensitive to your situation, realising that every client has separate goals of their own, and creating a tailor made financial plan acording to your subjective requirements
  • 7. Benefits of Portfolio Management  Useful for Investors: The need for portfolio management might not be very apparent, but it is a highly useful tool for serious investors  Professional Service: For one, it is a professional service, and therefore comes with a stamp of dependability  Time Saving: Portfolio managers work round the clock to minimise risks, which is not something the average investor may have the time to do  Expert Advice: A professional will also know how to allocate your investments in a balanced mix of securities to maximise profits and minimise danger; this aside, professional management will also ensure that any unfortunate damage done to your portfolio is quickly mitigated  Precautions: Similarly, investments that do not look promising can be gotten rid of before they prove detrimental to your portfolio, and investments that seem potentially lucrative can be bought well in advance
  • 8. Conclusion  Thus, professional portfolio management – or PPM – is not only useful, but essential for any investor who hopes to exploit his investment capital to the fullest possible extent
  • 9. Thank You Get more insights on Mutual Fund and Mutual Fund Investments here