EFD Group provides Portfolio Management Services (PMS) with expertise in investment management to institutional, high-net-worth, and individual clients. We manage investment portfolios on behalf of our clients to accomplish specific investing objectives, like capital appreciation, income generation, or risk avoidance. These are the essential elements of portfolio management services

As you need a smart and proactive team who can help you out to maintain and expand your personal or professional finances. The personnel at EFD have expertise in managing client's fund across the globe in the field of real estate, stock market, commodities, currencies, physical metals and many other sectors.

You, as a client get benefited with wealth and never-ending need of specialist to manage such wealth for you. Our system is designed in such a way that it not only supports but also provides a secure and growing environment for your finances. Collaborating enables us to manage your investments and administer them for your growth. It enables you to access: A team of skilled and learned professionals with enough working experience to take utmost care of your funds and wealth. A well defined process which works to improve your investment experience and their returns.

Since the day EFD stepped in Portfolio Management Services, our goal has been putting client's interest first. This responsibility defines our relationship with clients, as we inform the basis of every decision to our clients. Our business works on this core principle, as we understand the clients needs & to execute the strategies to generate the maximum returns out of their investment.

• Tailored Investment Management:
  EFD Group offers customized investment management solutions based on clients' specific investing preferences, risk tolerance, and financial goals. Customers can collaborate extensively with portfolio managers to understand their financial goals and create customized investment plans that meet their needs.
• Professional Expertise:
  We at EFD Group employ portfolio managers who are experienced and trained and know about asset classes, investment techniques, and financial markets. Our Portfolio managers find investment opportunities through extensive research, analysis, and due diligence, enabling them to create well-diversified portfolios for the clients.
• Diversification:
  We believe in diversifying PMS portfolios across various asset classes, industries, geographical areas, and investment instruments aims to lower risk and improve returns. Portfolio managers use diversification techniques to minimize the risks of individual stocks or sectors while maximizing risk-adjusted returns for investors.
• Active Management:
  We are committed to dynamically managing our clients' portfolios constantly monitoring market conditions, financial patterns, and investment opportunities. Portfolio supervisors make strategic resource assignments, rebalance portfolios, and adjust venture positions based on changing market flows and investment perspectives.
• Transparency and Reporting:
  EFD is known for their transparency and customary detail, providing clients with nitty gritty knowledge on portfolio execution, resource allocation, venture possessions, and exchange exercises. Clients are periodically provided with portfolio explanations, execution reports, speculation techniques, and viewpoint upgrades.
• Risk Management:
  Risk Managers work with the technical experts at EFD and prioritize managing risk and conserving capital to assist their clients in achieving their investment goals. Portfolio supervisors employ risk management methods, like broadening, resource assignment, stop-loss orders, and supporting methodologies, to minimize drawback hazards and safeguard client assets during showcase downturns.
• Minimum Investment Requirements:
  EFD Group's PMS accounts typically have the lowest speculation requirements, which makes them accessible to high-net-worth individuals and financial specialists in organizations. Clients must meet the minimum speculation limits to establish and keep a PMS account with us.
• Fee Structure:
  We charge for our services, with the rate of resources under administration (AUM) and performance-related incentives being the main factors. Different plans have different expense structures, which can be affected by portfolio estimates, venture methodologies, and levels of customization.
• Regulatory Compliance:
  The administrative oversight of budgetary specialists in their wards is given to PMS suppliers. They must comply with administrative prerequisites, revelation measures, and guardian obligations to act within the best interface of clients and keep up the keenness and straightforwardness of their venture administration hones.
• Asset Research
  We believe in proper asset research before taking the final call of investment.
• One stop solution
  With EFD Group, you will get one stop solution for all your financial and business queries
• Our Support
  We are famous for 24/7 online support services to our clients and partners.
• Global Exposure
  We have tie ups with reputed financial institutes in more than 120 countries across the globe.
• Market Analysis
  Reports and analysis by our funds manager are highly resourceful and profitable.
Our Portfolio Management Services offer sophisticated investors access to professional investment management expertise, personalized portfolio strategies, and active management of their investment portfolios. By outsourcing investment management to experienced professionals, clients can benefit from diversification, risk management, and potential long-term wealth creation while focusing on their broader financial goals and objectives.