PMS (Portfolio
Management Services)
Our PMS offers solutions tailored to individual financial goals, risk tolerance and investment preferences. These services are typically suited for high networth individuals seeking customized portfolio strategies.
Our Offerings
Our Portfolio Management strategies aim for long-term capital appreciation by investing in a diversified portfolio of
SEBI-registered Mutual funds, Equity & other Assets.
We Build Portfolio on
Quality
This style is based on the thesis that a basket of high quality stocks will outperform the market over the long run. The funds tend to invest in a group of companies with strong fundamentals as measured by balance sheet strength, low debt, consistent cash flows, ROE, ROCE, management quality, and robust growth prospects.
Value
This style is based on the thesis that a basket of undervalued stocks will outperform the market over the long run. Value fund managers usually hold companies with relatively lower valuations in the belief that valuations will mean revert.
Garp
This style is a blend of Growth and Value. The funds following GARP philosophy tend to invest in companies with potential for good earnings growth and are available at reasonable valuations. These funds will discard very expensive companies with good growth as well as very cheap companies with little to no growth.
Mid/Small
This is based on the evidence that historically, smaller companies (Mid and Small Cap) tend to give better returns than larger ones in the long run.
Global
This is to provide geographical diversification
to your portfolio.
to your portfolio.
Investment Approach & Rationale
Our selection approach combines both qualitative factors, which ensures a well-rounded and data-driven investment strategy.
Diversified Focus
Diversified investment approach we spread capital across various asset classes, sectors, and regions to reduce risk and increase stability. By minimizing overexposure to any single investment, it helps us smooth out volatility and provides access to different growth opportunities, aiming for consistent long-term returns.
Long-Term Performance
Our long-term performance investment approach focuses on selecting high-quality assets with strong fundamentals, aiming for consistent growth over time. It prioritizes companies with solid financial health, stable cash flows, and robust growth prospects to outperform the market in the long run.
Investment Strategy Advantages
Low Portfolio Overlap
Ensures true diversification with minimal overlap between funds and benchmarks.
Optimal Diversification
Enhances risk-adjusted returns by leveraging various investment styles.
Long-Term Outperformance
Historical superior performance due to diversified strategies.
Lower Drawdowns
Less severe losses during market downturns.
Resilience in Market Declines
Provides stability and downside protection in market corrections.
Our Offices
Indian Investors
1860 258 3055
044 - 61104100
Regulatory Details
Investor Grievance
If your complaint is not addressed to your satisfaction, you may lodge a complaint with SEBI at SEBI Complaints Redress System(SCORES) or the SMART ODR Portal.