Portfolio Management Ahwatukee – Understanding The Benefits of PMS - PowerPoint PPT Presentation

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Portfolio Management Ahwatukee – Understanding The Benefits of PMS

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Portfolio Management Services is designed for high networth investors worthy of investing in stocks. The products are mostly equity linked betting on fixed income instruments – PowerPoint PPT presentation

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Title: Portfolio Management Ahwatukee – Understanding The Benefits of PMS


1
Portfolio Management Ahwatukee Understanding
The Benefits of PMS
2
Portfolio Management Services
  • Portfolio Management Services is designed for
    high networth investors worthy of investing in
    stocks.
  • The products are mostly equity linked betting on
    fixed income instruments.
  • Portfolio management in Ahwatukee is offered by
    brokerages.
  • There are two types of PMS Discretionary and
    Non Discretionary.
  • The investment ideas are suggested by fund
    manager and the decision is left to the client.
  • In a certain way PMS is very similar to mutual
    fund as the client allows the service provider to
    handle his money.
  • The difference though is in PMS the investor
    holds the stock and in Mutual Funds the unit
    represents the stocks.

3
Benefits of Investments
  • Portfolio is a collection of investments and it
    includes different assets like equity shares,
    mutual funds, fixed deposits, cash, life
    insurance, non-financial assets, real estate,
    gold, etc.
  • Grouping all these assets gives you the ease to
    make informed decisions says Portfolio management
    services in Ahhwatukee.

4
Advantages of portfolio management
  • Making the right investment option Investments
    are made in an haphazard manner and the portfolio
    gives a holistic view enabling the gaps in the
    investment plan helping you reach your financial
    objectives.
  • The Portfolio management services in Ahhwatukee
    give you an option to take informed decision on
    all investment choices.
  • Performance tracking The consolidation of
    investments gives an opportunity to track your
    asset performance with ease.
  • If you see a particular investment is
    non-performing it is best to sell it and invest
    in some other product.
  • Moreover, the funds can be reinvested based on
    the life time goals.
  • For long term goals you can invest in equities
    for superior returns.

5
  • Disciplined investment practice There is no
    doubt that the portfolio management yields
    maximum returns.
  • The goal here is to multiply the investment.
  • You can start with Systematic Investment Plan
    (SIP) if you are looking to start small.
  • It is a disciplined investment with faster fund
    growth.
  • Rewarding equities Each asset has a different
    rate of growth. Some has safe yet illiquid like
    PPF, while others are safe and can be liquidated
    quickly.
  • Striking a balance between the two investments is
    crucial to yield best returns.

6
  • For More Details Contact Us Johnson Financial
    Advisors
  • Phone (602) 242-4000
  • To know more https//www.johnsonfinancial.com/
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