Introduction to Portfolio Management Services (PMS)
- Overview of PMS, including its purpose, types, and benefits over traditional mutual fund investments.
- Key distinctions between discretionary, non-discretionary, and advisory PMS models.
Understanding Client Profiles and Risk Assessment
- Techniques for assessing client goals, risk tolerance, and investment horizon.
- Importance of aligning portfolio strategies with unique client profiles.
Asset Allocation and Diversification Strategies
- Key principles of asset allocation across equity, debt, and alternative investments.
- Diversification strategies to balance risk and enhance returns in different market conditions.
Investment Strategies in PMS
- Detailed exploration of growth, value, income-generating, and hybrid strategies within PMS.
- Portfolio positioning for defensive, balanced, and aggressive strategies based on client goals.
Stock Selection and Sector Analysis
- Approaches to fundamental and technical analysis for stock selection within a portfolio.
- Sectoral and thematic investing, including strategies to leverage market trends and economic cycles.
