Financial Investment Meeting Your Need of Wealth Building!
Today, the financial environment has become complex. The investor today has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. Most investors today are yet to fully realize the benefits of investment opportunities available to them.
Portfolio Management Services
Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.
Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles.
A diversified portfolio helps spread the risk of possible loss because of the below-expectations performance of one or a few of them.
Aggressive
An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.
Defensive
A defensive investment strategy entails regular portfolio rebalancing to maintain one's intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop-loss orders; and holding cash and cash equivalents in down markets.
Hybrid
Hybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. Hybrid funds are commonly known as asset allocation funds.
Why Finvest India for Portfolio Management Services (PMS)
Finvest India in tie-up with NJ Asset Management Private Limited (NJAM), seeks to bridge this gap by offering customized Portfolio Management Services (PMS) to clients.
The idea is to offer clients products that meet their needs for successful long-term wealth creation without too much risk.
The tagline ‘Rest Assured’ epitomizes the idea to manage the portfolio in a methodological way that provides superior risk-adjusted returns ensuring that clients can stay assured. We offer discretionary PMS products that help client to meet their specialized portfolio management needs.
NJAM is a SEBI Registered Portfolio Manager based in Surat. We leverage the rich investment management and financial products distribution experience of over 20 years of NJ India Invest Private Limited, one of the leading players in the financial services industry
