How Asset Management Companies Carry out their Responsibilities? - PowerPoint PPT Presentation

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How Asset Management Companies Carry out their Responsibilities?

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The asset management companies in India or abroad help their customers by guiding them as to what is correct decision of investment and what is not. they do a hand holding for all their clients along their entire journey of investment. – PowerPoint PPT presentation

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Title: How Asset Management Companies Carry out their Responsibilities?


1
How Asset Management Companies Carry out their
Responsibilities
www.avendus.com/india
2
What Is an Asset Management Company
It is very vital to know how much to invest where
when it comes to managing your own funds. First,
you need to be careful that it is going to be a
safe choice and plus it gives you good returns.
For someone who is not very well versed with all
that happens in the financial market, this might
seem like an uphill task and in these cases,
having someone who knows their way around this is
a good thing. For this, you might want to hire
one of those asset management firms.
www.avendus.com/india
3
Role of Asset Management Company
The asset management companies in India or abroad
help their customers by guiding them as to what
is correct decision of investment and what is
not. they do a hand holding for all their clients
along their entire journey of investment. Not
just that, they also help chalk out plans that
would best be suited for the client based on
their portfolio (financial) and their
credibility. They also see the strength in the
business of the client and advice accordingly.
www.avendus.com/india
4
Allocation of Assets
In case if there is any kind of mutual fund
project that comes to the firm, then an asset
management companys duty is to have some
definite goals helping the manager to filter,
scrutinize and then finally decide on which kind
of asset to invest in. If the funds happen to be
debt oriented, then we could put around twenty
percent of the assets in liquidity and other in
proper equities. This is called asset allocation.
www.avendus.com/india
5
Doing A Proper Research and Analysis
When it comes to building a strong financial
portfolio, there are so many things that go into
building it. having a good background knowledge
of this is hence very important. but if you have
hired any of the asset management companies in
India, then you need not worry. Your asset
manager will do this for you. they will go
through all the details in your financial
portfolio in detail and will also provide you
with their findings. They also do their bit of
research.
www.avendus.com/india
6
Portfolio Constructed
A big part of the journey of investment depends
on constructing the portfolio. This obviously
needs a lot of expertise and research. Now this
might not be entirely possible with just the
asset manager of their firm, and which is why,
his or her colleagues help them out with all the
required research and analysis that is required
for building clients portfolio.
www.avendus.com/india
7
Performance review
Irrespective of the amount of care that is taken
by the asset management company of not letting
any of their customers down and doing everything
just the right way, some criticism and some
mistakes are bound to happen. Thats human.
However, when we talk about money, it becomes a
mandate for the company to be accountable and
disclose information required.
www.avendus.com/india
8
Thank You
www.avendus.com/india
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