INTRODUCTION

PVI AM will execute investments on behalf of the clients according to each client’s investment needs. When PVI AM receives entrusted investments and assets for management from the clients, based on the clients’ finances and risk tolerance, PVI AM will create specific plans and execute investments to help clients achieve their profit maximization goals or achieve long-term, stable income.

ENTRUSTMENT PORTFOLIO MANAGEMENT WITHOUT GUIDELINES

  •  Analyze the wishes of the client (as to tolerance level of risk, expected returns, liquidity...) to propose appropriate investment strategies and instrument;
  •  Set up a portfolio complying with the investment strategies selected;
  •  Invest on behalf of the clients with the specific investment criteria;
  •  Monitor and manage investment assets to guarantee profitability criteria;
  •  Withdraw, realize expected returns.

ENTRUSTMENT PORTFOLIO MANAGEMENT WITH GUIDELINES

  •  Implement investment deals on behalf of the client as directed by the client.
  •  Transactions such as: capital contribution for establishment, auction, share purchase, project investment, corporate bonds, sale and repurchase transactions for assets other than government bonds.
  •  Perform monitoring and management of investment assets in the entrustment portfolio
  •  Divestment, realization of profit according to the client's instructions and agreements.

BENEFITS FOR CLIENTS

Notable customers