types of PMS
What are the different types of PMS?
Many people want to invest but simply don’t have the time, expertise, or patience to research markets, analyse companies, and track performance every now and then. Mutual funds help bridge…
Discretionary Investment Management
Discretionary Investment Management: Benefits & Risks
Portfolio management services, or PMS, is a type of financial solution designed for individuals who want professional management of their investments. The minimum investment required to avail PMS is Rs.…
Portfolio Diversification
Modern Portfolio Theory vs. Real-World Investing: Does Portfolio Diversification Still Work?
When Harry Markowitz introduced Modern Portfolio Theory (MPT) in 1952, it revolutionized the way investors thought about risk and return. For the first time, investing was explained not as random…
Modern Portfolio Theory
What is Modern Portfolio Theory?
When it comes to building long-term wealth, one principle remains timeless: don’t put all your eggs in one basket. This simple idea lies at the heart of Modern Portfolio Theory…
Objectives of Portfolio Management
Objectives of Portfolio Management You Should Be Aware of
Making smart investment choices has become more important than ever. With rising prices, changing markets, and new investment options, it’s not enough to simply invest—you need a clear plan to…
Portfolio Rebalancing
Portfolio Rebalancing – Meaning and How Does it Work
Your portfolio today might not reflect your goals tomorrow—and that drift could quietly cost you.In volatile markets, even the most carefully crafted investment strategy can lose alignment with your risk…