Portfolio management is the selection, prioritisation and control of an organisation’s programmes and projects, in line with its strategic objectives and capacity to deliver. The goal is to balance the implementation of change initiatives and the maintenance of business-as-usual, while optimising return on investment.
Portfolio’s meaning can be defined as a collection of financial assets and investment tools that are held by an individual, a financial institution or an investment firm.
To develop a profitable portfolio, it is essential to become familiar with its fundamentals and the factors that influence it.
These are People, Philosophy, Process, and Performance. When evaluating a wealth manager, these are the key areas to think about. The 4P’s can be dissected further, but for the purpose of this introduction, we’ll focus on these high-level categories.
Formulating a portfolio strategy requires maintaining a manageable portfolio with a customized investment plan.
Step 1: Identifying the objective
Step 2: Estimating capital markets
Step 3: Asset Allocation
Step 4: Formulation of a Portfolio Strategy
Step 5: Implementing portfolio
Step 6: Evaluating portfolio
Portfolio managers are investment decision-makers. They devise and implement investment strategies and processes to meet client goals and constraints, construct and manage portfolios, make decisions on what and when to buy and sell investments.
Investment Objective
ICICI Securities along with our Designated Brokers and Channel Partners aims to provide long-term capital appreciation and generate returns by investing predominantly: in Mid and Small Cap segment of the market by having exposure in companies enjoying some economic moat; and/or undergoing special situations or in the midst of unfavorable business cycle.
Basis for selection of securities
The Portfolio Manager under the Strategy predominantly invests in mid and small capitalization companies which may be undergoing special situations or are in the midst of unfavorable business cycle.
Portfolio Details
Our Designated Brokers will have their own Strategy to invest and deliver the Best Returns to their clients. Fees and Charges are subject to returns delivered.
