Portfolio Management Services (PMS) Offers customized investment solutions for clients, to help them achieve their financial goals. PMS service provider possess expertise in analyzing the investment objectives of the clients and guide accordingly with respect to their expected return and risk on investment. PMS Investment comes with various schemes / strategy which is chosen by client according to their return and risk appetite. PMS can be a mix of Equities, fixed income, commodities, real estate and / or other structured products etc. A portfolio manager is a regulated service provider which is governed by and registered under Securities and Exchange Board of India (SEBI).
| Particulars | Details |
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Minimum Investment Mode of payment Realignment of Strategies Servicing |
INR 50 Lakhs By fund transfer / cheque and / or stock transfer Once in a quarter Web access to portfolio reports |
Investment Approach
Performance benchmark: Nifty 50 TRI
Investment Objective: The Portfolio objective is to generate capital appreciation over a period of time by investing in listed equities.
Investment Approach
Performance benchmark: NIFTY 50 TRI
Investment Objective: The Portfolio objective is to generate capital appreciation over a period of time by investing in listed equities.
Investment Approach
Performance benchmark: CNX Midcap Index, NIFTY Midcap 100, NIFTY Smallcap 100
Investment Objective: The aim is to predominantly invest in Mid-Cap and Small- Cap equity stock.
Investment Approach
Performance benchmark: S&P BSE Small CapIndex
Investment Objective: The Portfolio objective is to generate capital appreciation across market cycles ..
Investment Approach
Performance benchmark: NIFTY 500Index
Investment Objective: The Portfolio objective is to generate capital appreciation across market cycles by investing in growing, fundamentally strong and reliable businesses.
Investment Approach
Performance benchmark: CNX Midcap Index, NIFTY Midcap 100, NIFTY Smallcap 100
Investment Objective: The aim is to predominantly invest in Mid-Cap and Small- Cap equity stock.
Investment Approach
Performance benchmark: Nifty 50 TRI
Investment Objective: The Portfolio objective is to generate capital appreciation over a period of time by investing in listed equities.
Investment Philosophy: The portfolio will mainly invest in stocks of large cap companies though there could be some exposure to mid and small caps as well. Companies should either be having good historical financials or there should be expectation of improvement in financials in future. The strategy is designed for investors who have a longer horizon to invest and wants to invest in listed equity shares / securities.
Portfolio Composition: Portfolio shall typically comprise up to 50 stocks mainly across larger market cap. Portfolio will invest in companies from across the sectors. As mentioned, majority exposure will be to large cap companies. Traditionally speaking, some of these companies are also called blue-chips. The features of such companies are long track record of performance, most of which is good across the years. Some of these companies might have been intermittently affected by cyclical slowdowns. Otherwise, most of them have shown a reasonably good performance track record.
Stock / Sector exposure limit criteria:
Client Suitability: Investors with an investment horizon of 3-4 years seeking steady moderate market returns with low to moderate risk appetite.
Investment Approach
Performance Benchmark: Nifty 50 TRI
Investment Objective: The Portfolio objective is to generate capital appreciation over a period of time by investing in listed equities.
Investment Philosophy: The portfolio typically invests in stocks of companies from across the sectors. Companies should either be having good historical financials or there should be expectation of improvement in financials in future. The strategy is designed for investors who have a longer horizon to invest and wants to invest in listed equity shares/securities.
Portfolio Composition: Portfolio shall typically comprise around 20 stocks across market cap. The number of stocks can be higher or lower than this depending upon investment opportunities and market conditions.
Indicative Market Cap Composition: The portfolio will have following indicative market cap composition
Indicative Sectoral Composition: Portfolio will be sector agonistic and will invest across the sectors. Selection of sectors will be in the basis of growth expectation and valuation optimization. Sector exposure will keep rotating based on changing fundamental and valuation factors.
Client Suitability: Investors with an investment horizon of 4-5 years seeking steady moderate market returns with moderate to high risk appetite.
Investment Approach
Performance Benchmark: CNX Midcap Index, NIFTY Midcap 100, NIFTY Smallcap 100
Investment Objective: The aim is to predominantly invest in Mid-Cap and Small- Cap equity stock.
Investment Philosophy: The portfolio typically invests in Mid Cap and Small cap Stocks with reasonable valuations based on our analysis of fair value. The strategy is designed for investors who actively seek a high growth approach stocks that exhibit high growth characteristics.
Portfolio Composition: Portfolio will be sector agonistic and will invest across the sectors. Selection of sectors will be in the basis of growth expectation and valuation optimization. Sector exposure will keep rotating based on changing fundamental and valuation factors.
Stock / Sector exposure limit criteria:
Client Suitability: Investors who like to invest with a Long-term wealth creation view with investment horizon of more than 3 years.
Investment Approach
Performance Benchmark: S&P BSE Small CapIndex
Investment Objective: The Portfolio objective is to generate capital appreciation across market cycles by investing in concentrated set of emerging business stocks.
Investment Philosophy: The portfolio typically invests in stocks of emerging businesses entities listed on SME Exchange as well as on Main Board including IPOs with reasonable valuations based on our analysis of fair value. The strategy is designed for investors who actively seek a high growth approach with a concentrated set of emerging business stocks that exhibit high growth characteristics.
Portfolio Composition:
Client Suitability: Investors with an investment horizon of 4-5 years seeking steady moderate market returns with moderate to high risk appetite.
Investment Approach
Performance Benchmark: NIFTY 500 Index
Investment Objective: The Portfolio objective is to generate capital appreciation across market cycles by investing in growing, fundamentally strong and reliable businesses.
Investment Philosophy: Investing in a universe consisting of non-cyclical companies
Portfolio Composition: Portfolio shall typically comprise of 6 to 10 stocks with appropriate sectoral diversification.
Client Suitability: Investors with an investment horizon of 4-5 years seeking steady moderate market returns with moderate to high risk appetite.
Investment Approach
Performance Benchmark: BSE FMCG, BSE CD, Nifty FMCG and Nifty Consumption Index
Investment Objective: The Portfolio objective is to generate capital appreciation over a period of time by investing in listed equities.
Investment Philosophy: The portfolio will invest in stocks of companies from consumption themes. Companies should either be having good historical financials or there should be expectation of improvement in financials in future. The strategy is designed for investors who have a longer horizon to invest and wants to invest in listed equity shares / securities.
Portfolio Composition: Portfolio shall typically comprise of up to 20 stocks across market cap. Portfolio will invest in companies from Consumption theme. The consumption could be from consumer goods, durables, household items, food, personal products, white goods, electrical and electronic appliances, pipes, furniture and fixtures, fittings, kitchen appliances etc. These are illustrative examples and not an exhaustive list. Any other stock whose business model is deemed to be catering to consumption theme in the opinion of Portfolio manager can become a part of this portfolio.
Stock / Sector exposure limit criteria:
Client Suitability: Investors with an investment horizon of 4-5 years seeking steady moderate market returns with moderate to high risk appetite.
