Portfolio Management Services

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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 below-expectations performance of one or a few of them.
Aggressive

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

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

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.
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Our mission is to provide our clients with the best solutions in wealth building. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.

Contact Us

Second floor, Rajkamal Chowk,
City Mall, 17, Near Patel Computer,
Amreli, Gujarat 365601

Contact No: 02792224040
Mobile No: 93286 12000
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