Portfolio Management Service

Portfolio Management System

Portfolio Management Service provided by the portfolio manager is an assortment of the investment portfolio in fixed income, stocks, cash, debt management, and individual securities. These portfolios are usually managed by an expert money manager and tailored to meet particular investment objectives. Opting for PMS enables you to own individual securities. Experience the flexibility and freedom to tailor your portfolio to fulfil personal preferences and financial goals.
Service types provided under the PMS are:

Discretionary:

The investment choice and the time of investment decision rely wholly upon the portfolio manager.

Non-Discretionary

As part of this service, the portfolio manager suggests investment advice.

However, the investment choice and the time of investment decision rely on the investor’s decision. Similarly, the trade execution is done by the portfolio manager.

Advisory

Under this service, the portfolio manager suggests the investment choices.

The investor makes the investment choice and the execution of the investment.

Types of Portfolios and Risk Profile categories

Establishing the investor’s risk profile assists in determining the type of portfolio that best suits your financial status. In addition, these predictions will enable us to figure out the investor’s intention towards fluctuations in the value of investment and investment returns.
We define your risk profile through brainstorming and understand your perspective on investment and risk level.
With years of expertise and knowledge, recommend suitable financial plans that will provide an appropriate level of return with minimal risk that is acceptable to you. Below mentioned are the various risk profile categories, the intended minimum timeframe, and performance objectives.

Secure

Focuses entirely on investments with little risk of capital loss over a short time frame. As such, the return will be low and consistent compared with the other risk options offered.

Defensive

An income portfolio that has a small exposure to growth assets. The primary emphasis is on generating income. It will have a low fluctuation in short-term value, with some small short-term capital risk.

Growth

Growth-oriented portfolio best suited to long-term investors. A small income exposure slightly reduces the short-term fluctuations of the portfolio’s value.

High Growth

High growth portfolio with a strong emphasis on maximising long-term capital growth. There will be high short-term fluctuations in value and a higher chance of a capital loss.

Balanced

Aims to produce capital growth in a medium to long-term time frame. Therefore, it will have lower short-term fluctuations in value than the Growth and High Growth Risk profiles.

Conservative

This is appropriate for medium-term investors seeking an income stream with some capital growth attached.

Professional Management

We ensure to provide efficient portfolio management to deliver consistent long-term performance and control risk.

Continuous Monitoring: Investors can be assured of the constant monitoring, periodic changes, and optimised approach to maximise the outcome

Risk Control

Perform in-depth market research, establish client’s investment strategy and provide real-time information to make an appropriate financial decision.

Flexibility

We provide good flexibility in terms of holding cash based on the market condition. We create an ideal concentration in the portfolio by investing certain amounts with potential opportunities

Seamless execution

We make sure to provide custom-made solutions for all investors. In addition, we handle all the administrative aspects of

the investor’s portfolio along with periodic reporting on the overall portfolio and performance status.

Transparency

We provide complete performance reporting and clear communication. Besides, we also send regular updates and statements to the investors.

Our streamlined process will ensure that all the information related to the investment is just a click away. Investors can get a detailed report on the individual securities, the number of shares, the current value of each security, explicit activity of the account, portfolio’s asset allocation, performance, and market insights.

How we help clients

At ProAct Financial Services, we assist investors in all aspects of financial affairs. We provide ongoing, professional, and efficient service that caters to other individuals’ different needs and objectives. We help investors to:
– Review the portfolio on a yearly, half-yearly, quarterly, or monthly basis based on the desired service level.
– We stay up-to-date and provide relevant information to the economic and legislative climate according to your changing lifestyle.
– Send quarterly newsletter, which includes an in-depth market summary for the period.
– Being available for regular consultation and advice.
– Detailed half-yearly and annual investment reports, including portfolio performance of assets and transaction summary.