Portfolio Management Services
Introduction to PMS
Portfolio Management Services (PMS) are an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities or commodities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you solicit PMS, you own individual securities or commodities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account will be unique.
The PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
The offerings are usually ideal for investors who are looking to invest in asset classes like equity, fixed income, structured products, startup, blockchain companies… Our services are structured to offer personalized investment solutions for long-term wealth creation through a high level of service.
Our Services
Professional Management
The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
Continuous Monitoring
It is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimise the results while informing the investors of all possibilities to enhance his investment.
Risk Control
A research team responsible for establishing the client’s investment strategy and providing the PMS provider real time information to support it, backs any firm’s portfolio managers.
Hassle Free Operation
Portfolio Management Service provider gives the client a customized service. The company takes care of all the administrative aspects of the client’s portfolio with a periodic reporting on the overall status of the portfolio and performance.
Flexibility
The Portfolio Manager has fair amount of flexibility in terms of holding cash (can go up to 100% also depending on the market conditions). He can create a reasonable concentration in the investor portfolios by investing disproportionate amounts in favor of compelling opportunities.
Transparence
PMS provide comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm. Account statements will give you a complete picture of which individual securities you hold, as well as the number of shares you own.
Strategic Guidance
We provide strategic guidance and support to our portfolio companies, leveraging our industry knowledge and experience. Our team actively engages with management teams, offering insights and advice to help them navigate challenges and capitalize on opportunities.
Exit Strategy Planning
We work closely with portfolio companies to develop comprehensive exit strategies. This includes exploring potential acquisition opportunities, guiding companies through the process of going public, or assisting with other exit options to maximize value for all stakeholders.
Performance Analysis
We conduct regular performance analysis and reporting for our portfolio companies. This includes evaluating financial performance, operational metrics, and market dynamics to assess the overall health and potential of the investment.
By the numbers
217
Companies Invested
$107M
in market value
$63M
under management
20k
Jobs created
15%
Consumer Sector
30%
Health & Beauty
10%
services
45%
Technology
Our Approach
Anticipate the Future
01.
Hunt
Our market analysts spend most of their time hunting for the best companies and project available on the market. Hunting startups, understanding their technology and analyzing their business model is time-consuming but highly effective for targeting future best investments.
02.
Analyze
Because a brief analysis of companies, technologies and projects is not enough to ensure your investment is Safe, our team will make an in-depth due diligence and analyze both the Business Model and Business Plan of any projects before advising you to invest in it.
03.
Deal
As making the best deals is an art, our experts will negociate with the company owners before investing in any type of company, fund, project or startup. To ensure maximum returns, our deals are always structured to reduce risk and enhance ROI possibility.
04.
Grow
With all force combined, Netvisor drives you the best investment opportunities and most efficient strategy for maximum ROI. By re-investing the gains generated with us, our team will also ensure your financials keeps growing on the long run.