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PAS
Managing Portfolio
Professionally!
Portfolio Advisory Service has arrived in India and offers to investors host of benefits in terms of
getting their portfolios customized to their financial needs, risk appetites and return expectations.
Prakash Patil takes a look at what PAS offers to the investors and how they can take advantage of
this service
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www.DSIJ.in
Scientific Methodology
PAS follows a scientific methodology for giving advice to
the investor. The portfolio advisor assesses the risk profile of
the investor as well as return expectations, and based on this
assessment, he proceeds to review investors existing portfolio
and suggest suitable changes in the portfolio in line with his
risk profile and return expectations. Accordingly, investors
having high risk profile are offered an aggressive portfolio,
investors with medium risk profile are suggested a moderate
portfolio and investors with low risk appetite are offered low
risk portfolio. DSIJs aggressive portfolio would constitute
higher exposure to high-risk equities and equity-related
products, moderate portfolio would consist of medium risk
equities, while low risk portfolio constitutes blue chip and
www.DSIJ.in
Professionalism On A Platter
PAS offers to the investor the in-depth professional expertise and knowledge on a platter to the investor. PAS provides
a holistic view of his financial universe, equipping him with
thorough knowledge and understanding of the nuances of
managing personal investments. Such an in-depth understanding and knowledge helps him take informed decisions
for maximizing returns and minimizing risks. PAS provides
customized solutions to the financial needs of the investor by
doing an in-depth analysis of the investors income, expenditure, taxation and risk profile and return expectations. The
touchstone of PAS is the personal touch that manifests in the
creation of unique portfolios for each and every individual,
keeping their unique needs and expectations as the focal
point of the entire exercise.
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MAIN FEATURE
he wants to fully or partly implement the advice or ignore it
altogether. Hence, he is fully in command of his portfolio of
investments as he has the liberty to take the advice and act
upon it or leave it, no questions asked!
The other unique thing about PAS is that the investor
does not part with the money he intends to invest. So, there
is absolutely no risk of losing the money to the fly-by-night
operators. The investor does all the investments (or disinvestments) himself and, consequently, all his investments belong
to him and not to anyone else. Above all, the profits made
by him are all his own. So, the investor remains the master
of his financial world. Of course, the size of the portfolio is
important and may differ from one advisor to another and
some of the advisors may specify a minimum portfolio size.
However, the best part about PAS is that the advice is
totally personalized in a way that is geared to meet your personal needs, expectations and goals. No two individuals are
the same because each has his own unique financial universe
to create and manage.
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PAS
PMS