{"id":411,"date":"2024-12-19T15:03:43","date_gmt":"2024-12-19T15:03:43","guid":{"rendered":"https:\/\/svcmutual.com\/home\/?page_id=411"},"modified":"2025-01-07T08:39:31","modified_gmt":"2025-01-07T08:39:31","slug":"fund-portfolio-management","status":"publish","type":"page","link":"https:\/\/svcmutual.com\/home\/fund-portfolio-management\/","title":{"rendered":"Fund\/Portfolio Management"},"content":{"rendered":"\n\n\n\n\n<h2><p class=\"MsoNormal\" style=\"text-align:justify\"><b><span style=\"font-family:&quot;Verdana&quot;,sans-serif;\nmso-bidi-font-family:&quot;Tahoma\\,Bold&quot;\">Fund\/Portfolio Management<o:p><\/o:p><\/span><\/b><\/p><\/h2>\n<p class=\"MsoNormal\" style=\"text-align:justify\"><span style=\"font-family:&quot;Verdana&quot;,sans-serif;\nmso-bidi-font-family:&quot;Tahoma\\,Bold&quot;;mso-bidi-font-weight:bold\">Based on the\ninvestment objectives of our varied categories of clients- retail, high net\nworth individuals and institutional clients, we help manage their funds in a\nway that gives superior returns above average market performance using our\nrobust research-based investment management and portfolio construction strategy\nas well as well diversified portfolio across various sectors, markets and asset\nclasses.<o:p><\/o:p><\/span><\/p><p>\n\n<\/p><p class=\"MsoNormal\" style=\"text-align:justify\"><span style=\"font-family:&quot;Verdana&quot;,sans-serif;\nmso-bidi-font-family:&quot;Tahoma\\,Bold&quot;;mso-bidi-font-weight:bold\">Our\nfund\/portfolio management is of two types as follows:<o:p><\/o:p><\/span><\/p>\n\n\n\n\n\n\n\n\n<h2><p class=\"MsoNormal\" style=\"text-align:justify\"><b><span style=\"font-family:&quot;Verdana&quot;,sans-serif;\nmso-bidi-font-family:&quot;Tahoma\\,Bold&quot;\">Discretionary Fund\/Portfolio Management:<o:p><\/o:p><\/span><\/b><\/p><\/h2>\n<p class=\"MsoNormal\" style=\"text-align:justify\"><span style=\"font-family:&quot;Verdana&quot;,sans-serif;\nmso-bidi-font-family:Tahoma\">The exercise of any degree of discretion and\nindependence in investment and management of securities, portfolio of\nsecurities, pooled funds on behalf of a client, or a group of clients by us as Fund\/Portfolio\nManager in accordance with investment objectives expressed in an agreement.<o:p><\/o:p><\/span><\/p>\n\n\n\n\n\n\n\n\n\n\n<h2><b><span style=\"font-size:12.0pt;font-family:&quot;Verdana&quot;,sans-serif;mso-fareast-font-family:\n&quot;Times New Roman&quot;;mso-bidi-font-family:&quot;Times New Roman&quot;;mso-ansi-language:\nEN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA\">Non-Discretionary\nFund\/Portfolio Management<\/span><\/b><\/h2>\n<p class=\"MsoNormal\" style=\"text-align:justify\"><span style=\"font-family:&quot;Verdana&quot;,sans-serif\">The\ninvestment in and management of securities, portfolio of securities on behalf\nof a client or a group of clients in <b><i>accordance with the direction of the client<\/i><\/b>\nor group of clients without any exercise of discretion by us as the\nFund\/Portfolio Manager under an expressed agreement.<o:p><\/o:p><\/span><\/p>\n\n\n\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pagelayer_contact_templates":[],"_pagelayer_content":"","ngg_post_thumbnail":0,"pgc_sgb_lightbox_settings":"","footnotes":""},"class_list":["post-411","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/pages\/411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/comments?post=411"}],"version-history":[{"count":3,"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/pages\/411\/revisions"}],"predecessor-version":[{"id":417,"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/pages\/411\/revisions\/417"}],"wp:attachment":[{"href":"https:\/\/svcmutual.com\/home\/wp-json\/wp\/v2\/media?parent=411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}