Products PMS
We offer PMS Services exclusively for high net worth individuals and corporate having large direct equity portfolios.
Adopting a consultative approach with the Client, our Portfolio Manager aims to generate absolute returns by recommending companies with strong business model led by credible management team for medium term wealth creation.
We cover nearly entire range of PMS avenues available in India. We will be answer to any and all PMS related queries. With a strong research support that tracks both companies and macro-economic factors we assist our clients to build a broad-based quality portfolio with a judicious mix of long and medium term investment ideas with strategic and tactical cash allocation strategies. The client actively participates in the investment process and has complete control over investment decisions.
The PMS product not only enables our client act timely on investment opportunities but also have an expert view in the monitoring the portfolio to match risk-return expectations, include diversification within is investment constraints.
As a part of our service offering and in an endeavour to provide complete transparency of the dealings in the clients PMS account, the following reports are emailed to the clients to their registered email id/ mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.
Yes, you can withdraw your profit anytime you want, provided your portfolio‘s value does not fall below the prescribed limit of Rs. 25 Lacs, as per SEBI regulations.
You can open a PMS account with us, if you are:
Other than the traditional modes of investment of equities, fixed income and cash, through Alternate Investment Fund (AIF) we offer our clients an investment vehicle through which they can invest in non-traditional options such as real estate fund, private equity, hedge funds, etc. AIFs are ideal for high net worth individuals, institutional and corporate customers.
These funds broaden the investment avenues by diversifying the client’s portfolio through an extensive range of products such as Private Equity, Residential & Commercial Real Estate services, Real Estate Funds, Hedge Funds etc.
Category-I: Mainly invest in start-ups or early stage ventures, social ventures, SMEs, infrastructures which are considered socially or economically important for the country.
Category-II: These include private equity funds and debt funds. Private equity funds and debt offers investment in diversified portfolios managed by experienced fund managers in line with well-defined investment strategies.
Category-III: These include hedge funds or funds which trade with a view of short term return and open ended funds. Hedge funds are aggressively managed and use several types of strategies such as leveraged, long, short and derivative positions in both domestic and international markets.