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Pms - Portfolio Management

We work hard to provide our clients with exceptional long-term returns. We handle the equity portfolios of some of the most well-known business people, professionals, and ordinary people.

Product Overview

  • Investment decisions are arrived at through a long-term, bottom-up approach.
  • All intelligent investing is value investing. We predominantly follow the principles of classical value investing.
  • Investment decisions may also be based on growth, momentum, or event arbitrage strategies.
  • Investments would be made only in listed Indian equities. Though we are market cap agnostic, we predominantly invest in small/midcap stocks where we find value.
  • Nifty 50, India’s flagship index, would be the comparable benchmark.
  • Investee companies are constantly monitored, and the investment rationale is validated time and again.

What we do

We work in some of the most ignored corners of the market.

We do not clone Nifty; we seek hidden gems and are ready to take calculated risks for superior long-term returns.

We don’t try to time the market; we spend time with businesses for long term wealth creation

We help create wealth for our customers through PMS and AIF services.

Since the beginning, we have been successful in early identification of a number of excellent investment possibilities and have produced sustained wealth for our clients. Our crew considers this to be our “Dharma” and enjoys performing it every day.

Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager crafts an exclusive, targeted portfolio for each client depending on the timing and amount of their investments (often 10–12 stocks).

Our unique daily model portfolio technique is price-conscious and reduces the danger of overpaying for any stock in contrast to the widespread industry practice of proportionally assigning model portfolio shares regardless of the price.

Our discretionary portfolio management services take care of all aspects of your equity investments.

Our Plans

We Provide Best Service

CNX 200

We add top stocks to the CNX 200 stocks list based on fundamental analysis and our long-term outlook.

Your portfolio is rebalanced by us on a monthly basis.

Your portfolio was diversified based on industry, sector, risk, and market cap based.

We use a 75% equity holding and a 25% ETF.

CNX 500

on fundamental research and growth prospects, we add the best stocks to the CNX 500 stocks list.

Your portfolio is rebalanced by us on a weekly basis.

Your portfolio was diversified based on industry, sector, economic and event based.

We use a 75% equity holding and a 25% ETF.

Nifty Next 50

We add the top stocks to the Nifty Next 50 stocks list based on fundamental analysis and potential to move up the Nifty 50 list in the future.

Your portfolio is rebalanced by us on a Monthly basis.

Your portfolio was diversified according to market capitalization, sector, and risk criteria.

We use an 80% equity holding and a 20% ETF.

Dividend Special

We include those stocks that have already paid out high-quality dividends and bonuses and have the ability to do so in the future.

Your portfolio is rebalanced by us on a Monthly basis.

We use a 100% equity holding.


How to start

  • Open a demat account with the broker we recommend.
  • Decide on your investment amount.
  • Determine your risk tolerance. Choose a plan.
  • Pay our fees in accordance with your investment amount and plan.
  • Put on your seatbelt, relax, and take advantage of the profit.
FAQ

Frequently Asked Questions

Where are you investing our funds?

We invest your money in accordance with the predetermined plan you have selected.

Can I check your past performance?

Yes, you may definitely review all the information before investing in our plans, and you can also take the advice of your financial advisor.

I want to examine my risk profile. How do that?

Please fill up the entire risk profile form that is available in our website. So that we can verify your data and determine which plan is best for you.

Any profit assurance?

Multiple equities will be present in a stock portfolio. Some stocks will occasionally do incredibly well, while others won't. Stocks that perform well and those that don't will contribute to the portfolio return. Consequently, we cannot guarantee anything because stock market movement determines it.

How can I track my portfolio?

Yes, you can log into your demat account and see the performance of every stock in your portfolio.

Can I book profit and loss in our side?

You can manage your portfolio on your own, that much is true. However, please note that we disclaim all liability for any unplanned activities.

What about demat account, new or old?

You can open a new account with the broker we recommend.

Is there any lock in period?

No, there is not a lock-in period for any of our programs. Your investment is always revocable.

Benefit of Portfolio Management Service?

  • Active risk management
  • Active review and rebalancing
  • Expert management
  • Awarded the Best Retail Broking House and Broking House with the Largest Distribution Network, by DNB (2009)
  • Solid risk management

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