Stock market looks like a lucrative trading & investment platform to all of us. But, revealed by many researches, direct equity investors often leave the stock market disappointed due to reducing portfolios, falling wealth, or losses. Managing an equity portfolio is not an easy task. It requires a constant eye on it for removing the slow-moving stocks, ensuring diversification across industries, and many more time-consuming tasks.
Portfolio management requires a specific skill set that converts your investments into meaningful gains over a period of time. PMS are highly recommended for individuals or institutions that intend to build an equity portfolio to create long-term wealth.
As already mentioned, Portfolio Management Services are advisable for both individual & institutional investors who desire to make an investment portfolio for long-term wealth acquisition. Let’s say, Mr Khanna has Rs 10 lakh to invest for medium-to-long term. Till now, he has been saving his money in bank deposits & Post office schemes only. But now, he wants to taste the market but he has limited experience of the Capital markets. The thought of losing entire capital scares him whereas he is willing to take moderate risk. If Mr Khanna picks up shares basis his limited knowledge, it is highly likely that, the portfolio might run into losses. Even if he would earn profits on certain part of the portfolio but is it actually possible for him to keep a track of market the entire day, study charts, exit at the right moment? No, its not!
That’s exactly where the role of a professionally qualified Portfolio Manager crops up. He would suggest the best scripts for your portfolio as per your risk appetite ensure diversification to various industries & small/mid & large cap companies and keep an eye on right exit & entry levels. In true sense, your portfolio manager manages your money while the control still remains in your hands. If given a task to manage Rs 10 lakh, the portfolio manager will divide funds in following manner (just an example)
On sight of it, PMS look like an expensive package, isn’t it? But the truth is that it is not so. This is because of ‘High watermark principal’ laid down by SEBI. This principal has mandated charging a client of PMS only in case of true capital enhancement (profits). Thus PMS is a low cost solution to build wealth for long-term.
Being in the industry for over a decade now gives Sanguine Capital an edge over the others in Portfolio Management Services. Still, following are the benefits, to list a few, of partnering with us in managing your portfolio:
No two clients have the same risk appetite & investment requirement. Thus the Portfolio management services are tailor-made for every client post discussions & complete understanding his/her unique requirement. Please reach out to us at [email protected] for PMS discussion.