Active Portfolio Management Service
You will outsource all your investment needs to a personal investment expert who will keep
you updated on your present investment status and keep finding gold mines on a regular basis.
About the Product
Active Portfolio Management Service (APMS) revolves around the strategy of grabbing
the present opportunities available in the market and to continuously search for low
priced stock. This service entails exploiting fluctuation in stock prices by purchasing
securities when they are selling at a low price and selling them when their prices rise,
upon which the sale consideration is reinvested in securities when/which are selling at a
low price. APMS involves constant portfolio monitoring, making frequent portfolio decisions
and continuous fundamental and technical analysis; as a result a regular profit is booked for
the client.
Unlike our four standard products, Active Portfolio Management Services necessitate active
involvement of our client during investment and divestment process, so that our clients are
continuously updated regarding the market opportunities.
Objective
The objective is to invest in fundamentally sound stock that are trading at lower price for a
temporarily and booking the profit in a short span after their prices starts climbing.
Investment Selection Process
• Continuous exploration and analysis of market will be carried out to identify fundamentally
sound stocks, which are trading below their usual prices.
• Technical analysis will be carried out on a daily basis for these stocks and their market
prices are monitored, so that right time for investment/ divestment is ascertained.
• Our clients will be briefed on our evaluation of their stock selected and mutual consent is
obtained before investment or divestment.
Objective
The objective is to invest in fundamentally sound stock that are trading at lower price for a
temporarily and booking the profit in a short span after their prices starts climbing.
Tenure
Short Term (can be for a month and may extent upto a year)
Investor Profile
Investors who would like to be an integral part of their whole investment process and want to be updated regularly.