CERTIFIED PLANNERS/ PORTFOLIO MANAGERS

Butala Administration Solutions


Ultimate Wealth Managers Pvt Ltd


Dhanesh Advani


GB Rathi & Co


Gayatri Associates


Imran Memon & Associates


J. Lohade & Company


Bharat K. Gandhi


Asaan Tax Filing


Birla & Co


B.M. Sharma


SHAH BALDOTA & COMPANY


K.B. Jangale Associates


Damle & Yadwad


Bhole Pradeep Bhalchandra


Portfolio Manager

With more and more disposable income available, people have started utilising the services of professionals who help them in better investment decisions. Whether you are investing passively or building a more active portfolio, financial experts can help you achieve your investment goals more quickly and efficiently. Portfolio managers are one such expert who build and maintain an investment account and support the long term goal of a client. They differ from financial advisors, whose job is only to sell specific product.

Portfolio managers are usually experienced investors, brokers or traders, with strong backgrounds in financial management and track records of sustained success. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and much other trade-offs encountered in the attempt to maximize return at a given appetite for risk.

A Portfolio Manager is a professional who is responsible for making investment decisions and carrying out investment activities on behalf of individuals or institutions. The clients have placed invested money under his or her control or a person who manages a financial institution's asset and liability (loan and deposit) portfolios. On the investments side, they work with a team of analysts and researchers, and are ultimately responsible for establishing an investment strategy, selecting appropriate investments and allocating each investment properly for an investment fund or asset management vehicle.

They work on the advice of the internal buy-side analysts and sell-side analysts from investment banks. Their job is to understand these relevant information and use their judgement in buying and selling securities. Portfolio managers make decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.