Portfolio Management Service
What is Portfolio Management?
Portfolio management includes prioritizing, choosing the right investments, and strategising to achieve good returns. It simply refers to overseeing a person’s financial investments. The portfolio may consist of cash, bonds, mutual funds, or any other investment. This process needs a strong understanding of the stock market and the ability to direct investments.
Who is a Portfolio Manager?
A portfolio manager is a professional responsible for investments and efficiently handling a portfolio of assets. Solid portfolio management requires developing the best investment plan to match your income, age, and risk-taking capacity. Furthermore, to reduce the risk effectively, the portfolio manager needs to develop a customized solution for buying and selling assets.
Key Elements of Portfolio Management:
This approach goes beyond managing your investments. Since it is an iterative process, comprehension of it is crucial. Formulating a portfolio strategy requires maintaining a manageable portfolio with a customized investment plan.
The Bottom Line:
Alternative Investment Fund
What is an Alternative Investment Fund?
Alternative Investment Fund or AIF is a privately pooled investment vehicle that invests in alternative asset classes such as private equity, venture capital, hedge funds, real estate, commodities, and derivatives. Generally, HNIs (High net worth individuals) and institutions invest in the AIFs as the investment amount is substantially higher.
AIFs are regulated by the SEBI (Securities and Exchange Board of India). As per the SEBI (Alternative Investment Funds) Regulations, 2012, an AIF can be set up as a trust, a company, a limited liability partnership, or a corporate body. However, many of the AIFs that have been registered with SEBI are in the form of trusts.
Types of AIFs in India
SEBI has categorised Alternative Investment Funds into 3 categories:
Who Can Invest in an AIF?
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
