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Portfolio management involves selection of assets such as stocks, bonds, and cash according to investor’s long-term financial goals and risk tolerance capacity.
Portfolio Managers are investment decision-makers. They decide and implement investment strategies and processes to meet the financial goals and risk bearing capacity of the client. Portfolio managers make decisions on what and when to buy and sell investments.
Examples of Portfolio Management that are preferred by people in Pitampura Rohini, Delhi are blue-chip dividend, stocks and bonds for steady cash flow according to their preference and financial goals.
Portfolio management is helpful to an individual in Pitampura Rohini ,Delhi who wants to save tax as having a portfolio of investments helps to reduce the tax burden. Tax planning can be done as a part of portfolio management according to an individual’s needs and financial goals under the guidance of Vineet Nagpal sir.
There are different types of portfolios that are preferred by people in pitampura rohini delhi under guidance of Vineet Nagpal sir are active, passive, and discretionary portfolios.
Active portfolio management helps to outperform the market and generate higher returns. Passive portfolio , reduce the risk and provide good profits. Discretionary portfolio ,the portfolio manager has the authority to make financial decisions for the invested funds on behalf of clients.
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