Bonds, PMS

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 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.