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Financity •Our Services •Portfolio Management

Portfolio Management

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor. Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market. Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or indexes. Understanding Portfolio Management Professional licensed portfolio managers work on behalf of clients, while individuals may choose to build and manage their own portfolios. In either case, the portfolio manager's ultimate goal is to maximize the investments' expected return within an appropriate level of risk exposure. Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety. Portfolio management may be either passive or active in nature. CREDIT: https://www.investopedia.com/

Equity mutual funds.
Direct equity
Public Provident Fund (PPF)
Vehicula Vulputate Ligula Mollis

A Team
Of Professionals.

Transforming distribution and marketing with key capabilities in customer insight and analytics.

Analyze Your
Business.

Transforming distribution and marketing with key capabilities in customer insight and analytics.

Business Information

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p

Diversification

The only certainty in investing is that it is impossible to consistently predict winners and losers. The prudent approach is to create a basket of investments that provides broad exposure within an asset class.

Our Workflow & Process

Asset Allocation The key to effective portfolio management is the long-term mix of assets. Generally, that means stocks, bonds, and "cash" such as certificates of deposit. There are others, often referred to as alternative investments, such as real estate, commodities, and derivatives. Asset allocation is based on the understanding that different types of assets do not move in concert, and some are more volatile than others. A mix of assets provides balance and protects against risk. Investors with a more aggressive profile weight their portfolios toward more volatile investments such as growth stocks. Investors with a conservative profile weight their portfolios toward stabler investments such as bonds and blue-chip stocks.