A portfolio refers to a collection of investment tools such as stocks, shares, mutual funds, bonds, cash and so on depending on the investor’s income, budget and convenient time frame. Effective portfolio management occurs when the portfolio manager balances strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
We take up the management of our clients portfolios so as free them for the daily or periodic monitoring of the investment funds, while maximizing on the return on investments. This is done primarily for individual clients or families that want a one stop solution provider for all their investment planning.