18 Sep
|
SKILLVENTORY
|
Mumbai
18 Sep
SKILLVENTORY
Mumbai
Portfolio Management Services (PMS) cater to high-net-worth investors by providing skilled, tailor-made investment solutions designed around individual investment goals.Role & responsibilities
Roles & Responsibilities of the Investment Advisor
Wealth Creation: Build customized portfolios aligned with the clients risk appetite and market conditions.
Client Engagement: Serve as the direct link between client expectations and organizational capabilities by conducting regular meetings and investment calls.
Advisory & Service: Solve investment queries, present stock proposals, and regularly review portfolio health.
📌 Pms Advisor Mumbai
🏢 SKILLVENTORY
📍 Mumbai