Investment Fund Manager

Equity and Stocks Investment Advise

Who is an investment fund manager?

An investment fund manager manages investments and funds on behalf of his client so as to reap maximum or highest possible returns out of their investments. They employ several well-tested investment strategies in order to make most out of the funds. Parameters such as client’s risk appetite, financial aspirations and time period are taken into consideration while simultaneously managing funds in the most appropriate way. Fund managers are also known as asset managers or securities manager.

A fund manager possesses high levels of educational and professional credentials and is a designated Chartered Accountant (CA), ICWA or Chartered Financial Analyst (CFA). Investors should look for an investment fund manager who has rich experience of handling the big size of AUM (Asset Under Management), a proven track record of helping their clients to achieve their financial goals and who has good reviews. A fund manager has potential to take your investments to a very high level so that you enjoy fruits of your hard-earned investments.

What are the responsibilities of an investment fund manager?

Since an investment fund manager has to deliver best possible returns from investments, he or she has to spend a lot of time conducting research on various investment strategies and methodologies.

An investment fund manager has to first understand his client’s requirements, risk tolerance capacity and then implement an investment strategy that will deliver maximum returns. he also needs to keep himself updated about changes in country’s economic policies.

Following are the duties of an investment fund manager-

  • Research and identify various funds or stocks that have potential to deliver maximum returns. Evaluate stocks which were recently in news for their new product launch or for their earning statements.
  • Evaluate and keep a tab on company’s management team from time to time. This enables the fund manager to predict growth or downfall of the stock since management is the soul of the company. A good management team will always reflect the growth of the company.
  • An investment fund manager will layout his investment strategies to his clients in an easy and understandable way. He has to be in touch with the investor to update their clients on their portfolio value.
  • An investment fund manager has to always keep himself educated and gobble up investment related books so as to stay at the top of the game.

How does Purnartha manage investor’s funds?

Purnartha is a SEBI registered equity investment advisory firm which provides research based stock investment recommendations. Our conservative equity investment philosophy has helped several investors across the globe to achieve their financial goals. Our benchmark-beating performance is a testimony of our services.

Purnartha is headquartered in Pune and has its branches in Mumbai, Bengaluru and Delhi.

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