Finberg is a leading portfolio management service advisor and distributor that stands steady as an advocate for Portfolio Management Services (PMS). Finberg has a rich legacy in providing easy financial solutions and has constantly promoted the merits of PMS as a cornerstone of modern investment management.

• Professional Management:

  Professional portfolio managers have extensive knowledge and experience in financial markets, allowing them to make informed investment decisions. Portfolio managers actively monitor and adjust the portfolio to capitalise on market opportunities and mitigate risks.

  PMS simplifies the investment process by handling all aspects of portfolio management, including research, execution, and monitoring. Investors save time and effort as portfolio managers take care of all investment-related activities.

• Diversification:

  Diversifying investments across different asset classes, sectors, and geographies reduces the overall risk of the portfolio. Diversification helps in achieving a balanced risk-return profile, optimising returns while managing risks.

• Access to Specialized Investments:

  PMS provides access to exclusive investment opportunities that may not be available to retail investors, such as private equity, venture capital, and alternative assets. Investors can benefit from institutional-grade investment opportunities and strategies.

• Tax Efficiency:

  Portfolio managers employ tax-efficient strategies to minimise tax liabilities and maximise after-tax returns. Effective management of capital gains and losses helps in optimising the tax impact on the portfolio.

• Performance Tracking and Benchmarking:

  Investors receive detailed reports on portfolio performance, transactions, and holdings, ensuring full transparency.

  Regular performance analysis helps in assessing the effectiveness of the investment strategy. Portfolios are benchmarked against relevant indices to evaluate relative performance and make necessary adjustments.

Personal Portfolio Management forms the centre of PMS offerings. It highlights a client-centric approach which is suited to individual preferences and objectives ranging from wealth preservation, capital appreciation to income generation. Different PMS functions differently and have different goals to achieve, like Active PMS rely on actively buying and selling of securities to outperform a specific benchmark and achieve higher return by utilising market trends, replicating the performance of a specific index to match market returns rather than outperforming the market often with lower cost or fees. Portfolio are handled by an expert team and at the same time it also allow to make decision like, in discretionary type of PMS portfolio manager has full authority to make investment decisions on behalf of the client to align portfolio strategy with the client’s goals, risk tolerance, and preferences,in non-discretionary PMS Portfolio manager provides advice, but the client makes the final investment decisions, manager suggests investment options, but the client retains control over buy/sell decisions allowing to maintain control over their investments.