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Portfolio management
Portfolio management - is the art of selecting right investment tools in right proportion to generate optimum returns from the investment made.
Right place , right time and Income that investor has.
Risk management , diversification , return management, asset allocation and optimum utilisation of resources are the primary goals .
Process
1. Gripping clients investment goals and funds availability
2. Matching investment to goals
3. Recommending investment policy
4. Balancing risk and studying portfolio performance
5. Discussing and decision making
6. Changing asset allocation at based on portfolio performance
Exit and entry points are most important which can flourish the portfolio , the budget they carry , every observation is considered
Time horizon is the most important consideration .
When investor wants to make portfolio he expects return and by diversify his risk will be adjusted .
Portfolio should be marketable in nature .
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