Portfolio Management Services

Take advantage of our professional recommendations and sound investing principles through our top-of-the line Portfolio Management Services (PMS). Extensive research and in-depth analysis of the market in real time go into making these strategies. This ensures the most prudent and data driven stock selection and active monitoring for optimized results. Investors are also provided with an all time access to track their portfolios. An optional non-discretionary PMS brings tailor-made solutions to your investment requirements.

  • LARGE CAP : Our Large cap offering invests in opportunities created by the Indian growth story for steady compounding growth. This is achieved by constructing a portfolio of stocks diversified across sectors that seek Alpha through superior stock selection. The strategy generates superior returns by investing in high conviction ideas.
  • MIDCAP : Our mid cap offering is a focused portfolio of fundamentally strong emerging businesses and companies. These are usually aspiring leaders in their respective field of operations whose stocks are available at reasonable value. These stocks add superior returns to investment portfolios.
  • HIGH VALUE : High value portfolios need research driven customized advice to meet unique objectives. Here we understand your point of view on picking stocks and bring in the expertise of the portfolio manager to together create a winning strategy. This is a diversified equity portfolio with a control on risk to minimize downside. Different strategies generate returns at different time periods.

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