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Importance & Objectives of Portfolio Management

Presentations | English

Portfolio simply refers to various investment tools like shares, bonds, mutual funds, stock, FDs, and cash equivalents in which people invest their money to generate income. There are different types of portfolio management like active, passive, discretionary, and non-discretionary portfolio management. Portfolio management is important in business because there are factors to consider that affect the success of the project, and thus the organization, as well as unexpected benefits from the investment. The fundamental objective of portfolio management is to help select best investment options as per one's income, age, time horizon and risk appetite. Nonetheless, to make the most of portfolio management, investors should opt for a management type that suits their investment pattern.

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Lumens

9.00

Lumens

PPTX (36 Slides)

Importance & Objectives of Portfolio Management

Presentations | English