1. What is portfolio management and why does it matter?

Quick Answer:
Portfolio management is the process of building and maintaining investments to meet specific goals while managing risk.

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Learn More:
It’s not just about returns — it’s about alignment. Good portfolio management ensures every asset has a purpose: growth, income, or stability. It balances exposure across industries, markets, and risk levels. Done right, it turns scattered holdings into a cohesive strategy. Findex helps investors monitor and analyse portfolio performance in real time, highlighting allocation, trends, and imbalances automatically.‍

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