Portfolio Management Services in India

What is Portfolio Management Services

The term portfolio means a collection of assets like commodities, equities, shares, etc. by an individual. Portfolio management is about organizing assets to reduce the chances of risk and gain. The aim behind the same is to maximize returns through planned diversification.

The services offered by professionals to serve such needs is called Portfolio Management Services. Precisely, professional management is provided to an individual or an entity to gain maximum benefits from the investments. For nescient, Portfolio Management Services is also known as PMS.

Types of Portfolio Management

  • Open or discretionary PMS

    In this, the client gives the full authority to the manager to invest according to his choice. The manager takes all the decisions regarding investment without any involvement of the client.
  • Non- discretionary PMS

    This is just the opposite of Open PMS. Here the client takes all the investment decisions, and the manager acts as per the choice of the client.

Advantages of PMS

Some of the benefits of using PMS are:

  • Highly experienced professionals are given the charge of managing the portfolio with the aim of optimal returns and effective risk management.
  • Constant monitoring and tracking of the investments in order to produce maximum benefits.
  • Well planned strategies and use of portfolio management software by professionals helps to control risks.
  • Provides flexibility and customization as per the demands of the client.
  • With the provision of monthly performance reports and account statements, transparency is created between the client and PMS.
  • Professionals efficiently handle the issues related to taxes.

Why Portfolio Management Services

  • The PMS is provided by professionals who have years of experience in managing portfolios for different entities. An individual or organization can be the client of PMS. So, the primary purpose of the PMS becomes to diversify the assets of the client with maximum returns and minimum risks. PMS not only applies well planned strategies but also continuously tracks the investment markets. Regular monitoring helps to minimize the chances of risk. Even the client is provided with monthly reports so that there is nothing in the dark between the client and the provider.
  • There is quite no reason for not availing the services by PMS. There are many PMS providers in India. A majority of portfolio management services in India provide open or discretionary services, where the manager has the full authority to make decisions regarding investments. The PMS providers in India are ranked based on their performance. They are spread across different cities and are online too. There are more than 100 portfolio management services in Mumbai, Ahmedabad and Surat. Bazaar Indicator is an emerging portfolio service provider in India. We have offices in Surat, Ahmedabad and Bangalore.
Why Portfolio Management Services

Reasons to invest with Bazaar Indicator

  • Bazaar Indicator provides the most flexible and customized strategies to gain maximum benefits from the investment with the least risk, the sole purpose.

  • As the name suggests, Bazaar Indicator, it indicates or studies the market by continuous and regular tracking and then plans investments accordingly.

  • It has a team of highly experienced, excellent and dedicated professionals associated with it. These professionals leave no stone unturned in order to provide the best advice to their clients.

  • Bazaar Indicator believes in values and hence tries to maintain transparency with its clients by providing them with information related to their investments, be it performance reports or monthly account statements.

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Disclaimer*: The information given on this website is general and not targeting any person's situation. It's only for knowledge purpose. The strategies and recommendations given by the research team are their personal views so we do not take any guarantee of profits. Our team gives the advice as per the situation of the market, the final decision of investment will be completely yours. We advise you to not follow the past performance blindly because it's not an indicator of the future returns. Investment in the stock market is subject to market risks. We advise to read the documents carefully and take the advice of your financial advisor before making any type of investment. We are not individual financial advisor and do not take any responsibility of profit or loss. You can't take any legal action on us regarding the profit or loss through our financial advice.

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