Portfolio Management Services

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Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.
Aggressive

Aggressive

An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.
Defensive

Defensive

A defensive investment strategy entails regular portfolio rebalancing to maintain one's intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop loss orders; and holding cash and cash equivalents in down markets.
Hybrid

Hybrid

Hybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. ... Hybrid funds are commonly known as asset allocation funds.
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Contact Us

AddOn Financial Services
Office Address:
C S -15, Second Floor, Metro Plaza,
Next to Metro Mall,
Kalyan, Thane,
Maharashtra - 421306

Nashik Address:
4c 702, Sector 4, Aaryavarta,
Nr Maharana Pratap Chowk,
Nashik 422009