Portfolio Management
Module Units
- 1. Introduction
- 2. What Is A Portfolio?
- 3. What Is Portfolio Management?
- 4. Objectives Of Portfolio Management
- 5. Who Should Opt. For Portfolio Management And Why?
- 6. Portfolio Risk
- 7. Portfolio Return
- 8. Asset Allocation
- 9. Portfolio Diversification
- 10. A General Guide To Portfolio Management & Diversification
- 11. Types Of Portfolio Management
- 12. Different Investment Styles
- 13. Steps To Follow: Portfolio Management
- 14. Measuring Portfolio Performance
- 15. Portfolio Management For Risk-Averse Investors
- 16. Guidelines For Portfolio Management
Objectives Of Portfolio Management
Previously we understood the concept of Portfolio Management now let us learn some of the objectives:
- To choose the right kind of assets according to a person’s age, income, budget, long-term goal, risk-taking capacity, etc.
- Aim to provide capital appreciation through earning consistent returns.
- Understanding the needs of individuals and customizing their portfolio according to the investor’s preferences and objectives.
- Balancing risk and return optimally so that an individual obtains desired returns while staying within their risk limit.
- Achieve diversification of portfolio to minimize the risk of exposure in a single asset class. This also helps clients to obtain the desired liquidity. Diversification has been discussed in detail later in this module.
- Portfolio management may also take into account tax-saving criteria, thus investing in avenues which help an individual effectively plan their taxes.
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