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THE ADVANTAGES OF PROFESSIONAL PORTFOLIO MANAGEMENT A strong portfolio and some wise investment management is needed

The Advantages of Professional Portfolio Management

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Money is a volatile instrument. There’s no telling what sort of flux economies and investment markets will be in tomorrow, and there’s no way to say for sure that one’s assets are safe, or adequate. It is a wise decision on anyone’s part to look at things in the long-run and to start investing in order to secure their financial future. Investing might sound like a gamble, but with a strong portfolio and some wise investment management, individuals are likely to find their investments accruing more and more value along with the passage of time, therefore providing better returns at the final stage.

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Page 1: The Advantages of Professional Portfolio Management

THE ADVANTAGES OF

PROFESSIONAL

PORTFOLIO

MANAGEMENT

A strong portfolio and some wise investment management is needed

Page 2: The Advantages of Professional Portfolio Management

Introduction

Money is a volatile instrument. There’s no telling what sort of flux economies and investment markets will be in tomorrow, and there’s no way to say for sure that one’s assets are safe, or adequate

It is a wise decision on anyone’s part to look at things in the long-run and to start investing in order to secure their financial future

Investing might sound like a gamble, but with a strong portfolio and some wise investment management, individuals are likely to find their investments accruing more and more value along with the passage of time, therefore providing better returns at the final stage

Page 3: The Advantages of Professional Portfolio Management

How to Approach

To generate profits using the investment

medium, the first thing to do is hire the

services of a professional financial planner

One can always manage their investments

themselves, but a financial advisor will be

able to provide you with a customised financial

strategy based on your means, needs,

financial goals and their interdependent

feasibilities

Page 4: The Advantages of Professional Portfolio Management

What is Investment Portfolio

Once you have engaged the services of a financial advisor, the next thing to do is to start chalking out and accumulating your investment portfolio

An investment portfolio refers to the sum total of all your financial assets, such as stocks, bonds, fixed deposits, debentures, mutual fund investments, cash equivalents and so on and so forth

One must be very careful when building their portfolio, because a bad investment can often have a negative impact on the remaining assets that comprise your portfolio, not to mention considerably slowing down the portfolio’s overall growth

Page 5: The Advantages of Professional Portfolio Management

What is Portfolio Management

Portfolio management is defined by several

experts in several different ways

To explain it briefly, portfolio management can

be said to be the process whereby one

determines the right investment policy keeping

in mind the maxim of ‘maximum return,

minimum risk’

Page 6: The Advantages of Professional Portfolio Management

Role of Portfolio Manager

When you hire a portfolio manager to manage your finances, you essentially relieve yourself of any executive or decision-making functions, as your advisor will make these on your behalf

He or she will also counsel you as to which investment options are best for you, and which ones you should avoid in order to gain fruitfully from your portfolio

A good portfolio manager will be sensitive to your situation, realising that every client has separate goals of their own, and creating a tailor made financial plan acording to your subjective requirements

Page 7: The Advantages of Professional Portfolio Management

Benefits of Portfolio Management

Useful for Investors: The need for portfolio management might not be very apparent, but it is a highly useful tool for serious investors

Professional Service: For one, it is a professional service, and therefore comes with a stamp of dependability

Time Saving: Portfolio managers work round the clock to minimise risks, which is not something the average investor may have the time to do

Expert Advice: A professional will also know how to allocate your investments in a balanced mix of securities to maximise profits and minimise danger; this aside, professional management will also ensure that any unfortunate damage done to your portfolio is quickly mitigated

Precautions: Similarly, investments that do not look promising can be gotten rid of before they prove detrimental to your portfolio, and investments that seem potentially lucrative can be bought well in advance

Page 8: The Advantages of Professional Portfolio Management

Conclusion

Thus, professional portfolio management – or

PPM – is not only useful, but essential for any

investor who hopes to exploit his investment

capital to the fullest possible extent

Page 9: The Advantages of Professional Portfolio Management

Thank You

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