Portfolio Management

In simple terms, portfolio management is a method of optimising your returns while keeping in mind your investment objectives, risk appetite, and asset exposure.
 
It also looks at investing in different investment instruments keeping in mind your investment goal and tenure. Portfolio managers usually run a SWOT analysis on your investment objective and decide an investment strategy to manage your portfolio most efficiently.
 
Why Is Portfolio Management Important?

Portfolio management is important for all investors to take note off due to the following reasons:

• It helps you maximise returns on your portfolio and enable you to invest efficiently;
• Portfolio Management can help you build your portfolio based on your risk-taking ability. If you are a risk-averse person, portfolio managers help you suggest less risky securities;
• With minimum risk, you will be able to make the most out of your portfolio returns through portfolio management services;
• The experts help you frame your investment strategy based on requirements, along with their insightful suggestions;
• Portfolio management works the best when you do not have time to study the market and want experts to do it for you.

 
Who Should Avail for Portfolio Management Services?
 
Portfolio management services is largely suitable for everyone.
 
However, those who want to invest in various securities actively, have little knowledge about investing and have no time to study the market, should avail such services.
 
It offers dual benefits:

1. You get experts to manage your risk to return ratio and frame the most suitable investment strategies for you. These experts also educate you about the exposure you should have to equity instruments and debt instruments subsequently. And the instruments you can put your money in;
2. You earn efficient returns from your portfolio by diversifying your risks across various securities with the help of portfolio managers.

Conclusion
While it is not always required to have a dedicated portfolio manager, having an expert advice can help you manage your investments more efficiently.
 
Investors with less time to review the market regularly can avail portfolio management services to make the most of their portfolio with the right strategy.