Hardik Bhatia

What is portfolio risk? Portfolio risk is a term that defines the potential value loss in an investment portfolio. This can happen due to several factors which include market volatility, interest rate changes, and currency fluctuations amongst others.  Portfolio risk… Read More »9 Types of Risks in Portfolio Management: How to Identify and Avoid Them 

The word ‘renewable’ has caught everyone’s attention. Going green is the new trend and companies are investing huge money to make their operations sustainable. While all big brands want to go green, several eco-friendly investing platforms have emerged that allow… Read More »A Detailed Review: Whether Sustvest Investment is Good or Bad

What is margin of safety? This is a question that often arises in the world of finance, investing, and risk management. This is a fundamental concept that plays a crucial role in your financial decisions. In this blog, we will… Read More »What is Margin of Safety? Meaning, Importance, and More

Investing in shares, capital, or mutual funds is incomplete if you do not have an investment portfolio. Assigning managers to your portfolio management is to maximise your returns and protect your funds against risk.  They will make calculated decisions about… Read More »Phases of Portfolio Management: Start Your Solar Investment Journey Like a Pro

Investing is not just about making random financial decisions because an offer caught your eye . You have to make very calculated moves that bring in profit and multiply your assets. For that, you need plans, and your plans need… Read More »2024’s Hottest Investment Trend: Exploring 4 Types of Portfolio Management

For a novice, investing might not be an easy task. If it is your first time, then chances are you are yet not familiar with many of the technicalities of the investment field. However,you do not have to worry about… Read More »Key Advantages of Discretionary Portfolio Management In India

Portfolio management is all about selecting a group of assets and overseeing their performance. However, it’s a broad term that encompasses various approaches, one of which is active portfolio management.  The definition states that this type of portfolio management refers… Read More »A Guide to Active Portfolio Management in 2023: How to Maximise Returns in Renewable Energy Investments

In the dynamic realm of renewable energy asset sectors, effective portfolio management is the linchpin to maximise returns and ensure sustainability. This blog aims to  unravel the portfolio management challenges within this sector, which often stem from a lack of… Read More »8 Portfolio Management Challenges That You Can Overcome with Solutions

Using the right strategy for your investment portfolio is a sure-shot way to financial freedom. This plan helps you generate the best investment returns. The key is to have an investment portfolio that reflects your investment choices and helps you… Read More »8 Types of Portfolio Management Strategies in Renewable Energy Asset

Non discretionary portfolio management services refer to the type of portfolio management where the portfolio manager has to act as per the instructions of the client.  This type of management means that your manager will make decisions based on the… Read More »Non-Discretionary Portfolio Management Explained: Unveiling Invaluable Benefits and Beyond