Portfolio Management Services

Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio
Management Services for managing their wealth.
Portfolio Management Service is the Portfolio Management division of Aditya Birla Sun
Life AMC Limited (formerly known as Birla Sun Life AMC Limited) that helps you manage
your wealth. This is a personalized tailor made service for High Net Worth individuals like
you. We provide professional solutions customised to meet your financial goals.
Making investment easy yet rewarding for High Net-worth Individuals like you.
This division of Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life AMC
Limited) is exclusively for select investors like you, offering you customised investment
solutions built on
(a) in-depth research
(b) innovative products and services and
(c) the highest levels of experience and expertise.
After fully understanding your particular needs, the portfolio manager will put together an
optimal portfolio for you taking into account your financial goals, time horizon, risk appetite
and investment outlook. Using a research-based strategy, he helps you invest in strong
businesses, with quality management and good records, yet trading at prices .

Our investment philosophy is designed to seek consistent, long-term results by adopting

a research-based, methodical approach to investing.
Our aim is to have investment excellence within the framework of transparent and
rigorous risk control.
Our team believes not only in making the most of your money but also in providing you
with extra-ordinary personalized service. The endeavor is to make the investment process
as convenient and personalized as possible to suit your needs.
Portfolio Management & Investment Analysts
Portfolio managers are presented with investment ideas from internal buy-
side analysts and sell-side analysts from investment banks. It is their job to sift through
the relevant information and use their judgment to buy and sell securities. Throughout
the day, they read reports, talk to company managers and
monitor industry and economic trends looking for the right company and time to invest
the portfolio's capital.
A team of analysts and researchers are ultimately responsible for establishing an
investment strategy, selecting appropriate investments and allocating each investment
properly for a fund or asset-management vehicle.
In the case of mutual and exchange-traded funds (ETFs), there are two forms of
portfolio management: passive and active. Passive management simply tracks a market
index, commonly referred to as indexing or index investing. Active management
involves a single manager, co-managers, or a team of managers who attempt to beat
the market return by actively managing a fund's portfolio through investment decisions
based on research and decisions on individual holdings. Closed-end funds are generally
actively managed.

Portfolio Manager
Portfolio managers make decisions about investment mix and policy, matching
investments to objectives, asset allocation for individuals and institutions, and balancing
risk against performance. Portfolio management is about strengths, weaknesses,
opportunities and threats in the choice of debt vs. equity, domestic vs. international,
growth vs. safety, and other trade offs encountered in the attempt to maximize return at
a given appetite for risk.
A Portfolio Manager is a professional responsible for making investment decisions
and carrying out investment activities on behalf of vested individuals or institutions. The
investors invest their money into the portfolio manager's investment policy for future
fund growth such as a retirement fund, endowment fund, education fund and other
purposes.[1]Portfolio managers work with a team of analysts and researchers, and are
responsible for establishing an investment strategy, selecting appropriate investments
and allocating each investment properly towards an investment fund or asset
management vehicle.