Portfolio Management Services

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Benefits of Portfolio Management Services at Kedia Shares

  • Professional Management

    PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.

  • Risk Control

    Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.

  • Convenience

    Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.

  • Constant Portfolio Tracking

    We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.

  • Transparency

    You will get account statements and performance reports on a monthly basis. The following statements will be received
    - Performance Statement
    - Transactions Statements
    - Portfolio Holding Reports
    - Capital Gain/Loss Statements
    Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.

In general, portfolio management is more than just research, as it can encompass all parts of a person's financial life. This service is particularly advisable for investors who cannot afford to give time or don't have that expertise for day-to-day management of their equity portfolio. Our Portfolio Management Service is a product wherein an investment portfolio is created to suit the investment objectives of a client. We at Kedia Shares & Stocks Brokers Ltd. invest your resources into multiple assets depending on your risk-return profile. Every individual has unique financial needs and goals and so, are our portfolio management services for them. Our executives cater to client's unique preferences by creating tailor made financial solutions for them.

Need Help

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