Views of Investors on Various Portfolios Advisory services provided by Asset management business entities

Abstract

For the purpose of attaining specific investment objectives, a professional money manager can oversee a client's portfolio, which includes debt, structured products, stocks, cash, fixed income, and other various individual securities. This service is known as Portfolio Management Services (PMS). Unlike investors in mutual funds, those in PMS have their own unique security for each fund. The financial objectives and individual tastes of PMS investors are fully customizable. A select set of customers get individualized investing solutions from PMS. People or organizations with a lot of wealth might be customers. The investing approach used by each PMS is distinct. It is recommended that investors think about investing in the PMS approach if it aligns with their financial goals. Investors need to examine a variety of PMS data before settling on an investment choice. Criticisms like pre-purchase conditions are examples of this. Investors must be fully satisfied with the high-quality post-purchase services offered to them. Investors' views on different parts of post-purchase services are therefore examined more thoroughly. Investors should be aware of the fact that there are several hazards associated with PMS investing in order to safeguard their capital. Therefore, we take into account the investor's assessment of the risk linked to PMS. Consideration of investor demographics is also required to ascertain if investor satisfaction levels are influenced by gender, age, marital status, educational attainment, and profession.