23 Oct
|
SKILLVENTORY
|
Mumbai
23 Oct
SKILLVENTORY
Mumbai
Portfolio Management Services (PMS) cater to high-net-worth investors by providing qualified, 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