PORTFOLIO MANAGEMENT
• Portfolio management is the process of
managing investments with the help of right
tool and strategy to generate optimum return
downsizing risk within a given time horizon.
• Portfolio Manager is a person who
understands his client’s investment needs
and suggests a suitable investment mix to
meet his investment objectives while
maintaining risk-return balance.

OBJECTIVES
• Capital Appreciation
• Investment Goals
• Portfolio Efficiency
• Risk Mitigation
• Asset Allocation
• Liquidity
• Diversification
• Tax Planning

TYPES OF PORTFOLIO MANAGEMENT
1. ACTIVE PORTFOLIO MANAGEMENT
Portfolio Manager aims at generating better returns than market. They
actively participate in analyzing the market opportunity to make the right
move. Generally, they prefer purchasing stocks when they are undervalued
and sell them off when their value increases.
2. PASSIVE PORTFOLIO MANAGEMENT
This type of portfolio management is concerned with a fixed strategy that
aligns perfectly with the efficient market theory. Managers generally tend to
invest in index fund that provides low but consistent return in longer period.

TYPES OF PORTFOLIO MANAGEMENT
3. DISCRETIONARY PORTFOLIO MANAGEMENT
In this particular management type, the portfolio managers are entrusted
with the authority to make decision and invest as per their discretion on
behalf of investors. Based on client profiling they tend to decide the most
suitable portfolio mix matching with client’s investment goal and risk
appetite.
4. NON-DISCRETIONARY MANAGEMENT
Under this management, the managers act as financial counselor who
provide advice on investment. It is up to investors whether to accept the
advice or reject it.

PROCESS OF PORTFOLIO MANAGEMENT
1. INVESTMENT
OBJECTIVE
2. CLIENT
PROFILING
3. ESTIMATING
MARKET
4. ASSET
ALLOCATION
5. PORTFOLIO
SELECTION
6. PORTFOLIO
STRATEGY
FORMULATION
7. PORTFOLIO
IMPLEMENTATION
8. EVALUATION &
REVIEW
9. PORTFOLIO
REBALANCING

WHO SHOULD OPT FOR PMS?
Investors who intend to invest across different asset classes like
bonds, stocks, mutual funds, metals, commodities etc. but have
limited knowledge about investment market.
Investors who do not have enough time to track their investments or
rebalance their portfolio.

THANK YOU FOR WATCHING