The primary goal of investment management is to maximize returns while minimizing risks
The strategy depends on the investor's risk tolerance, financial goals, and investment horizon.
Selecting stocks, bonds, or other financial instruments that will meet the investor's specific needs.
Balancing risk VS performance by diversifying the investments across different asset.
Identifying risks by coordinated efforts to minimize & control the impact of unfortunate events.
Discretionary investment management, the investment manager has the authority to make investment decisions on behalf of the client without requiring prior approval for each transaction. This service is typically used by clients who prefer to delegate the day-to-day management of their portfolios.
Non-discretionary investment management involves the investment manager providing recommendations and advice, but the client retains the final decision-making authority. This service is suitable for clients who wish to stay involved in the management of their investments.
Ensure your computer, smartphone, and other devices have the latest software updates and security patches.
Be cautious of unsolicited emails or messages that ask for personal information or prompt you to click on links.
Verify Emails and LinksRegularly review your investment accounts for any unauthorized transactions or suspicious activity.
Frequent Checks
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