Customization :
One of the key features of portfolio management services is the customization they offer to suit individual investment goals and risk tolerance, allowing portfolio managers to tailor strategies according to specific clients – Aequitas India Opportunities Product offers a bespoke portfolio for clients.
Asset Allocation :
Effective asset allocation is one of the core portfolio management features. It involves distributing investments across various asset classes such as equities, fixed-income securities, cash, real estate, commodities, and alternative investments, to balance risk and reward.
Risk Assessment :
Accurate risk assessment is crucial for making informed investment. This is often provided through portfolio management services in India and around the globe.
Professional Management :
Access to expert advice and management skills is among the valuable active portfolio management features, especially in complex. The research team at Aequitas is constantly in touch with the management team of companies, attending AGMs and interacting with industry peers to stay updated on.
Effective Research based decision making:
Research analysts & fund managers constantly monitor industries and companies to build a report that helps in taking most productive decisions. At Aequitas, all the research done is primary, to ensure there is no biased opinion taken into account.
Discretionary and Non-Discretionary Services :
The availability of both discretionary and non-discretionary services is a distinct characteristic of portfolio management. Discretionary portfolio management services in India, for example, allow the portfolio manager to make investment decisions without client intervention. Aequitas India Opportunity Product (PMS) provides discretionary services.
Transparency :
Modern portfolio management often includes transparent reporting features, enabling clients to track performance, fees, and transactions.
Aequitas timely shares the factsheet and NAV statements with the client. For PMS, the client has access to their portfolio.
Performance Evaluation :
Ongoing performance evaluation against benchmarks is a crucial portfolio management feature for determining the effectiveness of investment
As of 30th October, 2024, Aequitas PMS has generated 10 year CAGR 27% vs CAGR 13% (Nifty TRI)
Diversification :
Diversification is a critical PMS feature where you want to limit your exposure to a certain stock, sector, asset class as it helps in reducing risks, minimizing loss while maximizing potential returns, a staple in top PMS in India.
Cost-Effectiveness :
While some services may be costly, the PMS company often aims to offer a cost-effective management strategy that justifies the fees with consistent portfolio growth, expert guidance, and tailored investment solutions.
Adaptability :
The ability to adapt to market changes and modify strategies accordingly is a distinguishing feature of high-quality portfolio management service.