Portfolio management service is a professional service rendered by the experts for management of portfolio of others. It may be an individual portfolio or an institutional portfolio. The portfolio management service is an advisory service which involves the advice regarding the worthwhileness of any particular investment or it is an advice to buy or sell the securities. It also involves continuing relationship with client to manage investments with or without discretion for the client as per his requirements.
Portfolios are built to suit the return expectations and the risk appetite of the investor. It is a combination of assets or securities which meets the level of return expected provided the investor is willing to meet the associated risk. Thus, building a portfolio which meets both the return expectations and the risk taking ability of the investor is not possible.
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