Vol. 11, Issue 3, Part A (2025)

Abstract
The ideal investment plan is presented to people by portfolio management based on their age, income, budget, and risk tolerance. It raises the likelihood of gaining money while lowering the dangers associated with investment. Understanding their clients' financial needs, portfolio managers recommend the best and most distinctive investment plan for them with the fewest possible risks. This allows portfolio managers to provide clients specialized investment solutions based on their needs and specifications. Every investment carries some level of risk, and risk is correlated with projected return. With the development of portfolio theory and new approaches to dealing with investment management issues, the work of financial analysts has become increasingly challenging. Security analysis looks at the industries and securities of individual companies primarily to develop value and return expectations for securities and, consequently, to distinguish overpriced securities from underpriced ones.