Portfolio Management Services

A professional service which is often opted by wealthy investors who want exposure to a variety of asset classes and who understand that investment in the market, requires time, knowledge, and constant monitoring. It also needs strong research and solid experience to make the right decision. It’s imperative, that one needs to hit the right timing of the investment. Investors can opt for discretionary services for the investments to be managed by the portfolio managers or they can go for customized tailor made non-discretionary service as per their investment needs.


The investor gets the following benefits:

  • Professional advice
  • Transparency of investments
  • Securities held in individuals own Demat A/c
  • Online access to monitor Portfolio
  • An Audited Statement useful for tax purposes

We are running two discretionary product under PMS

  1. IMPRESS PortfolioSuitable for Medium to High Risk-Reward Investment Style

  2. Portfolio PlusSuitable for Medium Risk-Reward investment Style
 

IMPRESS Portfolio

IMPRESS Portfolio is a discretionary PMS product managed since 31st May 2017. The details are as given below:

Objective: Focus on Return Optimization by investing in multicap portfolio of 
• Rising enterprises.
• Sustainable business model 
• Keeping balance between value and growth strategy. 
• Good corporate governance and track record

Theme: 15-20 stock portfolios Multicap Portfolio - Spread between Small, Mid and Large Cap, Balanced between Value and Growth. 

Approach: To have long term Investment Portfolio well diversified across market capitalization as well as sectors with more weight age on growth style of investment.


Overview of the performance of Portfolio Management

"IMPRESS Portfolio" Discretionary Portfolio Management
Performance as on 31st Oct'17  1 Month 3 Month 5 Month Since
Inception
(31st May, 2017)
IMPRESS Portfolio 5.3% 5.5% 10.9% 9.7%
Nifty 500

6.4%

4.1%

9.6%

9.9%


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PMS Portfolio Plus

Portfolio Plus is a discretionary PMS product managed since October 2011. The details are as given below:

Objective: To deliver consistent returns over the long term portfolio of companies with

  • Good corporate governance and track record
  • Consistency of earnings over the last 3-5 years
  • Earnings visibility with predictable business model

Theme: 15-20 stock portfolios with a prudent mix 50:50 large cap and midcap focusing largely on domestic play, asset light models and high return ratio.

Approach: To have long term portfolio with low churn and low expense keeping in mind clients’ profitability and post tax returns.



Overview of the performance of Portfolio Management

"Portfolio Plus" Discretionary Portfolio Management
  Performance as on 31st Oct'17      1 Month     1 Year  

  3 Year  
(CAGR)

   5 Year  
(CAGR)

PMS Portfolio Plus 16.5% 9.9% 14.3% 6.1%
Blended Index* 16.9% 13.1% 21.4% 4.2%
NIFTY 50 13.0% 7.5% 19.8% 2.6%
Nifty MidCap 100 20.3% 18.2% 23.0% 5.7%

 

 

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