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Portfolio Management Services
Your Investments, Professionally Managed
Experience personalized investment management with strategies tailored to your unique financial goals. Our expert portfolio managers combine disciplined research, risk management, and active oversight to help you build lasting wealth.
Our Approach
Disciplined Investment Management Built on Proven Principles
Our portfolio management philosophy combines time-tested investment principles with deep understanding of Vietnamese markets to deliver consistent, risk-adjusted returns..
Four Pillars of Our Investment Philosophy
Goal-Based Strategy
Every portfolio begins with understanding your objectives—whether retirement security, wealth growth, or capital preservation. We design strategies aligned with your timeline and risk tolerance.
Research-Driven Decisions
Our investment committee conducts rigorous fundamental analysis of Vietnamese and global markets, identifying opportunities while avoiding unnecessary risks.
Risk Management First
We employ disciplined risk controls including portfolio diversification, position limits, and ongoing stress testing to protect your capital through market cycles.
Active Rebalancing
Market movements can drift your portfolio away from target allocations. We proactively rebalance to maintain your desired risk profile and capture opportunities.
Our Investment Process
A structured, transparent approach ensures your portfolio is managed with rigor and care at every stage.
01
Discovery & Assessment
We begin with an in-depth consultation to understand your financial situation, investment goals, time horizon, and risk comfort level.
Key Deliverables
- Comprehensive financial questionnaire
- Risk tolerance assessment
- Goals and objectives mapping
- Investment policy statement (IPS)
02
Portfolio Design
Based on your unique profile, we create a customized asset allocation strategy optimized for your objectives.
Key Deliverables
- Strategic asset allocation plan
- Security selection framework
- Expected return and risk analysis
- Implementation roadmap
03
Implementation
We execute your strategy with precision, leveraging our market expertise and trading capabilities to build your portfolio efficiently.
Key Deliverables
- Portfolio construction
- Efficient trade execution
- Cost minimization
- Transition management
04
Ongoing Management
Your dedicated portfolio manager continuously monitors performance, market conditions, and your evolving needs to keep your portfolio on track.
Key Deliverables
- Daily portfolio monitoring
- Quarterly performance reviews
- Proactive rebalancing
- Regular strategy updates
Why Choose PVI AM
Experience the PVI AM Difference
For over 10 years, we've been helping Vietnamese investors achieve their financial goals through disciplined portfolio management, personalized service, and unwavering commitment to excellence.
Dedicated Portfolio Managers
Work directly with experienced investment professionals who understand Vietnamese markets and your personal financial goals.
15+ years
Avg. Experience
1:1
For specialized advisory and management services
Proven Track Record
One decade of consistent performance across market cycles, delivering risk-adjusted returns for our clients.
2015
Since Inception
USD ~800M+
AUM Managed
Robust Risk Controls
Comprehensive risk management framework with daily monitoring, stress testing, and disciplined position limits.
Daily
Risk Review
Real-time
Compliance Checks
Transparent Reporting
Access detailed monthly statements and quarterly reviews showing holdings, performance attribution, and strategy updates.
Monthly
Reporting Frequency
Quarterly
Performance Reviews
What Our Clients Say
Get Started
Begin Your Portfolio Management Journey
Opening a managed account is straightforward. Here's what to expect.
1
Schedule Consultation
Book a free, no-obligation meeting with one of our portfolio managers at our Hanoi or HCMC office, or via video call.
2
Assessment & Planning
We'll discuss your financial goals, risk tolerance, and investment timeline to design a customized portfolio strategy.
3
Account Opening
Complete simple paperwork to open your managed account. We'll guide you through every step of the process.
4
Portfolio Implementation
Your dedicated portfolio manager begins executing your customized strategy, and you receive ongoing performance updates.
Ready to Get Started?
Schedule your free consultation today. There's no obligation, no pressure—just a professional conversation about your financial goals and how we can help you achieve them.
Call us
+(84) 24 3256 5555
Email us
contact@pviam.com.vn
Schedule Your Free Consultation
Begin Your Portfolio Management Journey
Who is IFNPVI best suited for?
With its core characteristics of safety – yield – liquidity, IFNPVI is most suitable for: (i) investors accumulating funds for short-term goals; (ii) investors with idle cash held in payment accounts or short-term deposits; and (iii) investors who prioritize stability and cash flow flexibility.
Is IFNPVI suitable for first-time investors?
Yes. The Fund is designed with low risk, a low minimum investment amount, and a fully online transaction process – making it ideal for investors who want to explore products beyond traditional bank deposits.
What assets does the Fund primarily invest in?
In the initial phase, the portfolio focuses on high-safety, high-liquidity fixed income assets such as bank deposits and certificates of deposit. Over time, the Fund may expand into bank bonds, listed corporate bonds, and other fixed income instruments.
Is IFNPVI a complete substitute for bank deposits?
No. IFNPVI should be viewed as a complementary tool to optimize idle cash management, not a full replacement for bank deposits.
How is IFNPVI different from a savings deposit?
Fixed-term deposits are typically "locked in" and may result in interest loss if withdrawn early. IFNPVI, by contrast, allows flexible daily buy/sell transactions while still generating returns proportional to the holding period. However, the Fund does not guarantee a fixed interest rate as bank deposits do.
Does IFNPVI guarantee returns? Will returns be higher than savings rates?
No. As an investment fund, IFNPVI does not guarantee fixed returns. The Fund's objective is to optimize returns while managing risk and maintaining liquidity. Returns may be competitive relative to deposit rates at any given time, but are not guaranteed.
How long should investors hold IFNPVI?
A holding period of 1–6 months is recommended. This timeframe helps optimize investment performance and minimize short-term transaction costs.
How do transactions work and when will funds be received?
The Fund transacts daily. If a redemption order is placed before 2:30 PM on day T-1, funds are expected to be received by the afternoon of day T or the morning of T+1, allowing investors to manage cash flows proactively.
How are returns calculated?
Returns are reflected through the NAV per unit (NAV/CCQ). The formula is: (Redemption NAV – Purchase NAV) × Number of units held. Income from the portfolio is accumulated progressively into the NAV.
Is this similar to trading stocks?
There is a similarity in that both involve buying and selling at market prices (NAV in this case), but IFNPVI invests in a professionally managed fixed income portfolio and does not exhibit the high price volatility associated with equities.
When, to whom, and at what price can I sell? Is a profit guaranteed?
Investors may sell on any trading day. Redemptions are transacted with the Fund directly (not with other investors). The selling price is the NAV on the transaction date. Returns depend on the NAV spread (gross), net of applicable taxes and fees. Profit is not guaranteed at all times.
What is the minimum investment amount?
The minimum is VND 500,000 per transaction (approximately 50 fund units at the IPO price).
Is there a maximum investment limit?
No. There is no maximum investment cap. Investors may invest flexibly according to their financial needs and planning.
How can investors monitor their investment?
Investors can track all relevant information — including NAV, portfolio composition, and transaction history — through the web or mobile application of the distribution platform.
Can I buy and sell entirely online?
Yes. The entire process — from account opening to trade execution — is conducted online.
What are the risks of investing in IFNPVI?
IFNPVI is a low-risk fund; however, some risks remain, including: (i) interest rate risk; (ii) credit risk of the issuing institution; and (iii) market liquidity risk under abnormal conditions. These risks are managed through a prudent investment strategy and a rigorous risk management framework.
If I deposit funds today, when can I start trading?
IFNPVI has completed its IPO phase. Investors may begin trading from 2 June 2026 onwards.
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