Financial Intermediation Why Do One Need Investment Management Services - PowerPoint PPT Presentation

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Financial Intermediation Why Do One Need Investment Management Services

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Assets the clients to attain their financial goals and reduce risk .The services offered by the financial intermediation will help the client achieve the financial goal – PowerPoint PPT presentation

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Title: Financial Intermediation Why Do One Need Investment Management Services


1
PROMINENCE CLIENT TRUST
https//prominenceclienttrust.com
2
Financial Intermediation - Why Do One Need
Investment Management Services
Investment management
it's all about making most of your money
regardless of how much money you have in your
account, it's important to ensure that you have
optimized the money. But doing this all your own
can be a challenging task. This is where
financial intermediation comes into play. You can
get the services from an investment management
company where a professional will assist you.
3
Investment management involves devising long-term
and short-term plans to acquire the goal. This
process also includes budgeting, banking, and tax
services. Know that the investment managers will
be responsible for making the client's money grow
so that they can achieve their financial goals
4
These managers will also offer the required
advice on insurance, cash flow management,
financial planning, and investment management.
The main aim of these services is to select the
stocks and analyze the financial statement, asset
allocation, and portfolio strategy.
5
WHAT IS THE MAIN OBJECTIVE OF INVESTMENT
MANAGEMENT?
The main objective of the investment management
service will vary from one investor to another.
The main of these services is to meet financial
goals. The best investment options will involve
the right lock-in period and high
liquidity. Also, the investment manager will help
you save money for a short period so that it will
help you get the funds during an emergency or for
personal development. Another major objective of
investment management is to minimize the tax
burden. They will keep the investment safe and
prevent any loss.
6
Assets the clients to attain their financial
goals and reduce risk
Financial intermediation- Key tasks of investment
management
The investment management services offered by the
financial intermediation will help the client
achieve the financial goal. The investment
manager will help you choose the right
investments so that you can get the expected
return they want. Also, the manager will help you
analyze the investment opportunity properly so
that they will reduce the risk of losing money.
7
MONITOR THE POTENTIAL INVESTMENTS
With the services from the investment management
company, they will be able to predict the future.
They will take the history of the investment
opportunity and analyze the current market. After
proper and careful research they will help you
find the right investment opportunity that will
yield better growth. After the investment too,
the manager will monitor the market and analyze
it so that they will help you prevent any
potential financial loss.
8
CREATE THE RIGHT INVESTMENT STRATEGY
With the services offered by the investment
management company, each client will be able to
achieve their goal. The investment manager will
know that all the client's needs are not the
same. Hence, they will create a personalized and
unique investment strategy that will help in
achieving the financial goal. They will come
across different assets and reduces risks. You
can also discuss with the financial managers so
that you will be confident in your investments.
9
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