AHFinancial (192 x 71 px) (2)
Client Login
Sign up

Portfolio Management

What is Portfolio Management?

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client. It involves making decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance.

Key Benefits of Portfolio Management

  • Risk management through diversification
  • Professional expertise and market insights
  • Disciplined approach to investing
  • Regular monitoring and rebalancing
  • Goal-based investment planning

How AHFinancial Manages Your Portfolio

  • Thorough financial needs analysis and risk profiling
  • Strategic asset allocation based on your time horizon and objectives
  • Selection of quality investment instruments with consistent performance
  • Regular portfolio reviews and performance evaluation
  • Tactical adjustments in response to market conditions

Portfolio Management Approaches

Active Management

  • Involves hands-on approach where investment decisions aim to outperform a specific benchmark or index. Requires continuous monitoring and adjustment based on market conditions.

Passive Management

  • Focuses on matching market returns by tracking an index rather than trying to beat it. Typically involves lower costs and less frequent trading.

Discretionary Management

  • Investment decisions are made by the portfolio manager without prior consultation with the client, based on an agreed investment strategy and risk profile.

Portfolio Management Process

Effective portfolio management follows a structured process designed to align investments with your financial goals while managing risk appropriately.

Planning

  • Understanding your financial objectives, time horizon, liquidity needs, and risk tolerance to create an investment policy statement.

Asset Allocation

  • Determining the optimal mix of asset classes (equities, fixed income, alternatives) based on your risk profile and goals.

Security Selection

  • Choosing specific investments within each asset class that align with the overall strategy.

Implementation

  • Executing the investment strategy through appropriate investment vehicles and timing.

Monitoring & Rebalancing

  • Regular review of portfolio performance against benchmarks and goals, with adjustments as needed.

Reporting & Review

  • Providing regular performance updates and adapting the strategy as your circumstances change.

Ready to achieve Financial Freedom? Let’s Connect!

Connect with Financial Experts whom you can trust and get the best guidance on creating, protecting and managing your Wealth.

Book a Consultation
Moin ali (1)

YOUR TRUSTED WEALTH PARTNER

Helps you navigate the complex world of investments with personalized guidance and expert solutions.

Service

Quick links

Follow Us

Facebook-f Instagram Youtube Whatsapp

Download our App

Powered by Asset plus

Investment Disclaimer

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns. Consult your financial advisor before investing.

AMFI Registered Mutual Fund Distributor with ARN-283074 | Valid Till 26-11-2026

© Copyright 2024 A H Financials - All Rights Reserved.