Investment management (or financial management) is the professional asset management of various securities (shares, bonds, and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investment managers at InvestGate who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of “private banking”. Wealth management by InvestGate takes a more holistic view of a client, with allocations to particular asset management strategies.
![](https://investgate.in/wp-content/uploads/2020/09/analysis-1841158_1920-1024x683.jpg)