What is a Portfolio? A portfolio refers to a collection of investment tools such as stocks, shares, mutual funds, bonds and cash and so on depending on the investor’s income, budget and convenient time frame. Following are the two types of Portfolio: Market Portfolio Zero Investment Portfolio What is Portfolio Management? The art of selecting...

It applies to everyone, irrespective of your income and net worth. FINANCIAL PLANNING It is a holistic approach to personal financial management. It begins with identifying your family’s short and long-term financial goals, optimizing what you have today and developing strategies to achieve your goals. It is a proven systematic process for financial stability and long-term...