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New Delhi
Financial Portfolio Management
Investment world is very dynamic. The financial portfolio is designed as per the risk tolerance, investment objectives and time frame of the investors. We at CredenceTax Advisors advises our clients not only on the basis of the returns but also on the basis of their goal. From Retirement Planning to Child Education, our experts are able to identify their requirement and advise accordingly in order to achieve their goal.
Projects completed for our respected clients.
Experienced people serving to clients.
Methods of Portfolio Management
Based on the objectives and financial needs of the investors, the portfolio managers follow specific methodologies to manage their clients’ portfolios. So, let’s discuss which are these types and methods.
1. Active Portfolio Management
Under this method, portfolio managers actively trade in the stock market to attain maximum returns from shares. Portfolio managers can actively participate in trading on an exchange and make decisions based on an investors’ requirements.
2. Passive Management of Portfolio
Under passive portfolio management, the managers track the index performances and invest money in index funds. It is called duplicating a market index or a benchmark where returns are considerably better in the long run.
3. Discretionary Portfolio Management Method
Under this method, the portfolio managers are given the freedom to invest clients’ money in the securities they find best for them. The portfolio managers understand investors’ needs, and they can invest the money given by the client at their discretion.
4. Non-Discretionary Portfolio Management Method
The portfolio managers will perform their analysis and research based on the current market trends. At the same time, the investor will hold rights to invest their money as suggested by the manager or even reject the suggestion.
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