Portfolio Management Services

Active Management and Customization: How to Choose The Right Portfolio Management Services

While many free resources are readily available for investors to learn and strategize their investments, expert personalized services are often needed to make a comprehensive plan of action. Investment planning services can be especially useful in case of high volume investments to be able to effective utilize your capital. In this blog post, we will explore the key factors to consider when selecting portfolio management services and why Karma Capital stands out as a trusted partner in this field. Let’s delve into the world of active management and customization to unlock your investment potential.

Portfolio Manager

How to Choose a Portfolio Manager

The first step in considering investment planning services is to map out your current and future goals. This step provides clarity and direction, allowing you to align your investment strategy with your long-term aspirations. Having an understanding of your needs can help with choosing portfolio management services tailored to your needs.

The next step could be making an exhaustive yet credible list of portfolio mangers and judge them based on certain criteria including years of experience, investment strategy, pricing, client reviews and reputation, fund managers. The following are some things to closely analyze before choosing your fund manager:

The Right Investment Strategy

The investment strategy can make or break your portfolio thus a customized effective strategy should be considered after identifying your risk tolerance and goals as an investor. Different strategies, such as value investing, growth investing, income investing, ESG investing or a combination of these can be keeping in mind the risk appetite and long as well as short term objectives.

The Right Investment Strategy

Assessing the Portfolio Managing Team

Reviewing the team of the fund manager can give insights around team credibility and their way of functioning together.  Assessing their qualifications, track record, decision-making, reviews and testimonials are essential before moving forward with your investment planner. A skilled team can mitigate risks and knows how to do damage control if things go south.

What Sets Karma Capital Apart

Analyzing these intricacies can seem like a daunting task so it is best left to the experts. Karma Capital advisors can help cut to the chase. Their investment plans focus on creating and managing a customized portfolio of equity investments with the help of an experienced team that monitors, regularly reviews and applies a strong risk management framework to generate long term returns.

Consistent Track Records
Karma Capital has a strong track record of delivering superior long-term returns for its clients. Karma Capital has been managing assets of INR 4,054 Crores or USD 490 Million* for institutional and individual investors spread across India and the rest of the world. Since its founding in 2005, Karma Capital has built credibility among its investors through its consistent investment philosophy and is backed by an experienced research team that runs a disciplined, bottom-up, fundamental and primary research process.

Tailored Client Centric Approach

Tailored investment planning as well as a client centric approach should be at the center of any professional investment philosophy. Karma Capital advisors focus on risk management and capital preservation ensuring a balanced approach to investment, safeguarding your wealth while aiming for long-term growth. They focus on integrating the key portfolio management elements like Diversification, Asset allocation, as well as Rebalancing in their investment strategy and thus tailor it according to the investor needs. They also prioritize personalized communication and detailed reporting, they ensure that clients are well-informed and involved in their investment journey.


Choosing the right Portfolio management services is crucial for proper capital management. Experienced fund managers can provide an investor with the right investment approach customized keeping your goals in mind. Entering the investment market without having adequate information or skillset can prove to be damaging, especially if dealing with large volume investments.
The right Industry experts who know the ins and outs of investing landscape should be consulted for professional guidance. To know more about the expert investment planning services that Karma Capital offers, visit this https://karmacapital.co.in/



The contents herein are only for information and do not amount to an offer, invitation or solicitation to buy or sell, and are not intended to create any rights or obligations. Such information is subject to updation, completion, amendment without notice and is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to law or would subject Karma Capital Advisors Pvt Ltd. (“Karma Capital ”) or its affiliates to any licensing or registration requirements. Nothing contained herein is intended to constitute advice or opinion and please obtain professional advice before making any investment. Karma Capital disclaims any liability for any losses incurred by you due to use of or due to investment decisions made by you on the basis of the contents herein. The contents herein have been prepared based upon projections determined in good faith and from sources deemed reliable (including public sources).  This is a generic update. The data/ statistics are given to explain general market trends in the securities market and should not be construed as any research report/ recommendation. We have included statements/ opinions/ recommendations in this document/Article which contain words or phrases such as “will”, “expect”, “should”, “believe” and similar expressions or variations of such expressions that are “forward looking statements”. Actual results may differ materially from those suggested by the forward looking statements due to risks or uncertainties associated with our expectations with respect to, but not limited to, exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on our services and/ or investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc. Karma Capital disclaims any liability with respect to accuracy of information or any error or omission or any loss or damage incurred by anyone in reliance on the contents herein. Use/ misuse of any intellectual property, or other content displayed herein is strictly prohibited.

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