PMS is a premium-level investment vehicle that offers a wide range of options for investments. It is managed in such a way that you receive consistent returns on your investment. You can then rid yourself of worries about monitoring your investments so that you get the best deal out of it. High net worth investors earn to gain maximum benefits out of this service.
There are several advantages in opting for our portfolio management services. Here are a few that you might want to take a note of
We have well-regulated, managed funds, which have risk management that is solid and active.
There is diversification of portfolio, which means increase in scope for returns with lower risks.
You will receive a timely and active monthly review.
You can expect to have the flexibility of revelling in different strategies to ensure the best returns.
You may also benefit from facilities like additional purchase and partial withdrawal.
We follow the buy and hold philosophy that enables better post-tax returns for our clients.Stocksare not selected at random. They go through many checks like return on equity, cash reserves, quality of management and valuations at which stocksare available.
At the completion of the financial year, we send our clientsa CA Certified Tax statement.
The Value Strategy intends to profit from the compounding effect on the investments on a long term basis, handled by business managers for great knowledge and experience of wealth creation. This particular strategy adopts the method of buying undervalued stock and selling overvalued stocks, irrespective of index movements.
Next Trillion Dollar Opportunity (NTDOP) intends to create superior returns. This is done by investing in focused themes that are a part of NTDOP. The Value Strategy aims to capitalize on the themes of consumerism, infrastructure in the Indian economy and, banking and financial services.
India Opportunities Portfolio Strategy (IOP) strives to monetarily avail benefits by investing in companies that have great growth potential and attain the unique investment philosophy of QGLP. This multi-cap strategy aims to get the best from different market trends through market segments like large cap, midcap and small cap.
The Invesco DAWN strategy invests in demand recovery across cyclical and consumer discretionary sectors. Companies are available at an attractive valuation to provide margin of safety. Should be winning companies on the cusp of a new demand cycle leading to operating and financial leverage efficiencies along with new credit and investment cycle to provide a boost to earnings recovery.
IEP strategy is a market cap agnostic and builds a portfolio which has companies with good promoter holdings, high ROCE and high non-dilutive compounded EPS. It involves identifying businesses with competitive advantage that is significant in size (min. 100 Cr. PBT). The strategy is built primarily on an entrepreneurial concept. The portfolio consists of approximately 20 stocks and is invested with a long term perspective.