Equity Portfolio Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

Take advantage of our professional recommendations and sound investing principles through our top-of-the-line Portfolio Management Services (PMS). Extensive research and in-depth analysis of the market in real-time go into making these strategies. This ensures the most prudent and data-driven stock selection and active monitoring for optimized results. Investors are also provided with all-time access to track their portfolios.

KEY ELEMENTS

  • ASSET ALLOCATION

  • Diversification

  • Rebalancing

Our Ultimate Goal is :

To Maximize the investments expected return with in an appropriate level of risk exposure 

Benefits ::

  • Equities can provide several benefits to an overall portfolio, including capital appreciation, dividend income, diversification with other asset classes, and a potential hedge against inflation.

  • Sources of equity portfolio income include dividends; securities lending fees and interest; dividend capture; covered calls; and cash-covered puts (or cash-secured puts).

Queries ?

If you are an investor and would like to
share grievances.

Mr. Sai Karthic (MBA)

Chief Analyst & Founder

info@saionestepwealth.com

+91 9148425366

© 2020 All RIghts Reserved by Sai OneStep Wealth 

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