PMS is an ideal investment avenue for High Net worth Individuals who wants to grow their wealth by investing in high quality businesses
About Portfolio Management Service (PMS)
- Concentrated equity portfolio of 15 to 30 stocks
- Strong and active risk management
- Consistent Alpha on benchmark
- Professional Management and transparency
- Low Portfolio Churn
We offer PMS strategies from the leading PMS houses in India
- Motilal Oswal AMC
- ASK Investment Managers
- Marcellus Investment Managers
- Narnolia AMC
- Alchemy Capital
- Invesco
- White Oak Capital Management
Client can choose from range of large cap, multi cap, mid cap and small cap PMS strategies depending on his/her risk appetite. PMS is an ideal investment avenue for High Net worth Individuals
ASK India Entrepreneur Portfolio (IEP) {Multi Cap portfolio of 23 stocks}
Approach for stock selection:
- Identifies businesses with more than 25% promoter/family holding ensuring skin in the game
- Businesses with minimum 20 to 25%* earnings growth over the next 3 to 5 years and minimum ROCE of 25%
- Condition of minimum PBT of INR 100 Cr* (USD 14 mn)
- Subjective evaluation on management quality, their integrity, vision, past track record, execution, capital allocations and distribution skills, corporate governance standards
ASK IEP Performance Track Record - Data as on Jun 30, 2022 - Rs. 1 Cr invested in ASK IEP in Jan 2010 is now worth Rs. 7.13 cr. v/s Rs. 3.19 cr. in BSE 500
Downloads
Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP)
White Oak India Pioneers Equity Portfolio