Portfolio Valuation: A Strategic Imperative for Modern Businesses
In the evolving financial and investment landscape, Portfolio Valuation has emerged as a critical function for businesses, investors, and asset managers. With increasing regulatory scrutiny, rising investor expectations, and greater demand for transparency, accurate and timely Portfolio Valuation has become a necessity rather than a choice. Whether it involves a mix of listed securities, private equity, real estate, or alternative investments, the ability to assess the fair value of a portfolio is crucial to informed decision-making, risk management, and financial reporting. What is Portfolio Valuation? Portfolio Valuation refers to the process of determining the fair market value of all the financial assets held within an investment portfolio at a specific point in time. These assets may include equity shares, bonds, mutual funds, private equity, venture capital investments, real estate, and other alternative asset classes. The goal of Portfolio Valuation is to pre...