Portfolio Management

  Share on:  

What Is A Portfolio?

Since we are talking about portfolios, let us begin by defining what it is. A collection of all the assets you invest in (such as shares, bonds, mutual funds, cash, fixed deposits) is called a portfolio. It is built over time and takes into account a variety of things such as: 

  • Investor’s risk profile
  • Investment objectives
  • Time horizon
  • Tax treatment 
  • Their investment preference, such as if they are interested to invest in ESG options (Environmental, social and governance investing) or not interested to invest in certain segments such as alcohol, tobacco, etc. 

Did you like this unit?