Portfolio Management

We at APANA Wealth manage the portfolio of our clients by Diversification of investments in the form of bonds, shares, cash, mutual funds etc. so that they earn the maximum profits within the stipulated time frame. We manage all kind of portfolio such as:

  • Active Portfolio Management.
  • Passive Portfolio Management.
  • Discretionary Portfolio management services.
  • Non-Discretionary Portfolio management services.


Benefits of managing portfolio with us:

  • Best investment plan to the clients as per their income, budget, age and ability to undertake risks.
  • Minimizes the risks involved in investing and also increases the chance of making profits.
  • Our Portfolio managers understand the client’s financial needs and suggest the best and unique investment policy for them with minimum risks involved.
  • Portfolio will be totally personalized
  • Dedicated Portfolio Manager for all clients
  • We Manage portfolio for short term and long term as well.



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