Schedule a meeting

Portfolio Management

Portfolio management involves activities that help investors arrive at desired investment goals. Portfolio management is the process of organizing and managing businesses or other establishments for the purpose of obtaining maximum profit. Portfolio management ensures optimum use of people, money and other resources. In short, it is the art of optimizing assets and raising the worth of a portfolio.

Portfolio management is the business of a senior management team in the company. They are sometimes called a "product committee." Portfolio management provides managers a better understanding of cost, risk, and capabilities of a business. The portfolio management effort need be aligned with the business organization's strategy. The outcome is evaluated with the help of performance measures. Enterprise portfolio management and project portfolio management are the main types of portfolio management. Enterprise portfolio management uses selection of investments depending on business needs and value as settled on by the enterprise architecture. Project portfolio management employs a structured approach to arrive at decisions about a set of portfolios.

Asset allocation decision is an important part of any portfolio management program. Asset allocation decides what proportions of a portfolio will be invested in various asset classes. Asset allocation is of two types - active and passive. Active asset allocation is based on market views.

Portfolio management is a handy tool in making planned decisions and determining costs. It also helps investment bankers to group investments into various categories including blue chip stocks, mutual funds, and bonds. An effective portfolio management promotes growth of organizations and other business establishments. It helps organize the necessary resources and produce maximum turnover. Portfolio management binds activities, resources, and policies together.


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


The dip in the valuation of the AMC stocks is in contrast to the favourable industry trends and presents an investment opportunity
Mon, 27 Dec 2021 10:46:13 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact clocked lower profit of Rs 54.79 crore in FY21, down from Rs 83.01 crore a year back, and its revenue declined marginally to Rs 1,758.94 crore from Rs 1,800.44 crore
Mon, 17 Jan 2022 14:41:25 +0530


AGS Transact Tech IPO | The issue will entirely be an offer for sale wherein promoter Ravi B Goyal will sell shares worth up to Rs 677.58 crore
Thu, 13 Jan 2022 13:20:03 +0530


Over 23.5 million shares of the manufacturer of active pharmaceutical ingredients changed hands on the NSE
Tue, 28 Dec 2021 17:41:44 +0530


Supriya Lifescience IPO: The stock saw a strong debut today, backed by solid subscription numbers, and healthy financials with robust return ratios.
Tue, 28 Dec 2021 10:00:05 +0530


HP Adhesives traded with volumes of 7.31 lakh equity shares on the NSE, and 1.95 lakh shares on the BSE
Mon, 27 Dec 2021 17:30:13 +0530


HP Adhesives | The company mopped up Rs 126 crore through its maiden public offer that saw strong demand from investors
Mon, 27 Dec 2021 10:00:35 +0530


Data Patterns IPO |It is the third company in the field of defence equipment to get listed on the bourses in 2021, after MTAR Technologies in September and Paras Defence Space Technologies in March.
Fri, 24 Dec 2021 17:03:34 +0530


Data Patterns IPO | Healthy financials with sound orderbook, huge growth potential amid Make in India opportunity boosted investors#39; sentiment.
Fri, 24 Dec 2021 10:00:05 +0530


Medplus Health Services traded with volume of 1.84 crore equity shares on the NSE, and 11.99 lakh equity shares on the BSE
Thu, 23 Dec 2021 17:23:59 +0530


The stock opened at Rs 1,015 on the BSE, and at Rs 1,040 on the National Stock Exchange, higher than the issue price of Rs 796 per share
Thu, 23 Dec 2021 13:02:08 +0530


CMS Info Systems IPO | The IPO of leading cash management company has managed to get good response especially from retail and qualified institutional investors on its last day of subscription.
Thu, 23 Dec 2021 10:23:12 +0530


Medplus Health Services IPO | The pharmacy retailer has mobilised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore that will be used for working capital requirements of its subsidiary Optival Health Solutions.
Thu, 23 Dec 2021 10:00:31 +0530


Medplus Health Services IPO | The pharmacy retailer has mobilised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore that will be used for working capital requirements of its subsidiary Optival Health Solutions.
Thu, 23 Dec 2021 10:00:31 +0530

kamal63554@gmail.com
9937062974/9437152974