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Portfolio management and Asset Allocation

SUMMITSPUR has perfected the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of an Individual investor, a company, or an institution. We employ active portfolio management which requires strategically buying and selling stocks and other assets in an effort to beat the broader market. During uncertain market conditions, we tend to use Passive portfolio management and seek to match the returns of the market by mimicking the makeup of a market direction thereby retaining members' funds,

How do we guarantee profitable returns?

Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety. We put these elements in the right place in order to guarantee profits:

• A mix of assets provides balance and protects against risk
• creating a basket of investments that provides broad exposure within an asset class
• Rebalancing by selling high-priced securities and putting that money to work in lower-priced and out-of-favour securities

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