WeSquare Wealth Experties

Portfolio management is similar to asset management. However, it requires advanced financial knowledge and skills.

At WeSquare Wealth, portfolio manager’s primary responsibility is managing investment portfolios to help clients achieve their investment goals through strategizing their investment plans, minimizing risk, and getting better returns on different financial assets.

Here are our key roles and responsibilities:

• Preparing investment strategies and plans as per the client’s investment goals, current investments, and financial resources
• Creating and managing assets funds
• Educating the client about potential investment opportunities and risks involved
• Observing market trends and researching fund structures
• Measuring investment portfolio performance using financial ratios
• Making strategic decisions regarding the purchase or sale of assets based on the market situation