Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of the below-expectations performance of one or a few of them.

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We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.

Aggressive

An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.

Hybrid

Hybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. … Hybrid funds are commonly known as asset allocation funds.

Defensive

A defensive investment strategy entails regular portfolio rebalancing to maintain one’s intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop-loss orders; and holding cash and cash equivalents in down markets.