Advisory Management

calender iconUpdated on February 23, 2024
financial advisor
financial planning

Advisory management is a type of investment management that provides professional advice and guidance to investors on a continuous basis. It typically involves the following services:

1. Investment Planning:Defining financial goals and objectives- Assessing current financial situation and risk tolerance- Developing an investment strategy aligned with goals- Selecting suitable investments and determining asset allocation- Monitoring progress and making adjustments as needed

2. Portfolio Management:– Managing and rebalancing the investment portfolio- Selecting and monitoring investments- Adjusting the portfolio in response to market changes or investor needs- Reporting on portfolio performance and holdings

3. Wealth Planning:– Comprehensive financial planning, including retirement, estate, and tax planning- Developing a comprehensive wealth management strategy- Implementing and managing wealth management solutions

4. Client Relationship Management:– Building and maintaining strong relationships with clients- Understanding client goals and risk tolerance- Providing ongoing communication and advice- Ensuring client satisfaction and loyalty

Types of Advisory Management:

  • Traditional Advisory Management: Provides advice on a wide range of investment products, including stocks, bonds, mutual funds, and alternative investments.
  • Managed Portfolio Services: Manages a client’s portfolio on their behalf, but does not necessarily provide ongoing advice.
  • Robo-Advisors: Uses technology to automate the investment process, including portfolio selection and rebalancing.

Benefits of Advisory Management:

  • Access to professional expertise: Advisory managers have access to a team of experienced professionals who can provide guidance and insights.
  • Tailored investment strategies: Strategies are designed specifically to meet the individual goals and risk tolerance of each client.
  • Ongoing monitoring and adjustments: Portfolios are monitored regularly and adjusted as needed to ensure alignment with goals and market conditions.
  • Convenience and time savings: Saves clients the time and effort required to manage their investments.
  • Potential for improved returns: May lead to better returns than traditional investment methods.

Target Audience:

Overall, advisory management is a comprehensive investment management service that provides tailored advice, guidance, and ongoing management to investors.

FAQ's

What is advisory management?

arrow down icon

Advisory management refers to providing expert advice and guidance to individuals or businesses to help them make informed decisions about financial, strategic, or operational matters.

What is the role of an advisory manager?

arrow down icon

What is advisory in a company?

arrow down icon

What is the purpose of management advisory services?

arrow down icon

What is advisory fund management?

arrow down icon

Categories

Pocketful Fintech Capital Private Limited (CIN U65999DL2021PTC390548):

The SEBI Registration No. allotted to us is INZ000313732.
NSE Member Code: 90326| BSE Member Code: 6808| MCX Member Code: 57120
DP CDSL: 12099800

Compliance Officer : Mr. Randhir Kumar Chaudhari
Tel no: 011- 49022222 / 011-49022277
Email: randhir@pocketful.in

Registered Address/Correspondence Address: C- 3, Ground Floor, Okhla Industrial Area, Phase - 1, New Delhi - 110020

For any complaints, drop us an email atlegal@pocketful.in

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.

Smart Online Dispute Resolution|Link To Circular|Procedures and Policies|Broker Investor Charter|DP Investor Charter

Benefits: Effective Communication, Speedy redressal of the grievances.

Benefits: Effective Communication, Speedy redressal of the grievances.

Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI and our Terms of Use and Privacy Policy.
The brand name Pocketful and logo is in process of trademarks registration. The cost-effective brokerage plans make Pocketful a trustworthy and reliable online stock broker. Available on both the web and mobile, it offers unmatched convenience to traders. If you are considering opening......

Read More