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:
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
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.
|"Portfolio Plus" Discretionary Portfolio Management|
|Performance as on
30th December '16
|5 Year (CAGR)||3 Year (CAGR)||1 Year||3 months|
|PMS Portfolio Plus||16.9%||17.5%||12.3%||-4.6%|
|Nifty MidCap 100||16.8%||26.9%||23.6%||-3.1%|