Portfolio management is the professional practice of constructing, monitoring, and rebalancing a collection of investments—across asset classes like equities, debt, commodities, and cash—to achieve a client's specific financial goals within defined risk parameters. In India, SEBI-registered Portfolio Management Services (PMS) providers offer personalised investment management to high-net-worth individuals with a minimum investment of ₹50 lakh. Portfolio managers use a combination of fundamental research, asset allocation frameworks, and risk management tools to generate returns that align with each client's investment horizon, tax situation, and risk appetite.
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