Portfolio Management

At Himi Financials, our dedicated team is there to craft and manage a personalized investment portfolio tailored to your needs. Portfolio management is the art of making investment mix, matching investments to objectives, allocation of investment across asset classes, and preparing model portfolio for distinct client profile. The objective of any investment strategy is to maximize profit & minimising risk. The risk in a portfolio is reduced by asset allocation i.e. bringing together asset classes whose performance are not affected by the same factors or in the same way. Asset Allocation is the distribution of an investor’s portfolio between different asset classes.


At Himi Financials, we go for periodic review of portfolio & recommend modifications to replace investments in relevance to your current needs & current market situation.

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