Portfolio Management Performance Based Wealth Management.

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Presentation transcript:

Portfolio Management Performance Based Wealth Management

What is PMS  Performance Based Management  Tailor Made Portfolio  Portfolio designing as per the client requirement  Portfolio horizon and risk appetite is pre define

Why PMS  Sophisticated – High end product  Personalized – Customized as required  Exclusive – A premium status attached to it  Provides high level of satisfaction and interaction with stock market.

Benefits of PMS  Concentrated and focused portfolio  Full flexibility for cash holding  Risk appetite as per client requirement  Flexible Performance in every time in stock market like Bear/Bull and consolidation phase

 100% liquid portfolio with market valuation  Any time liquidity  Able to generate better return as compare to any other products in range bound market  Portfolio diversification across market capitalization (Midcap/Large cap & Small cap)  Management costing is based on performance

Comparison Direct Share Equity PMS News or Tips Based Research Based May be concentrated Diversified/Concentrated No timing due less time devotion Timing of purchase & Sale due to 100 % time devotion Irregular tracking of companies Regular tracking of companies

Strategy Low Growth Companies Assets Based Companies Moderate Growth Companies Cyclical Companies High Growth Companies Turn around Companies

PMS Working  Based on profit sharing  Transparency  Average Portfolio horizon is 2 years  Full capital Increment  No Initial cost  Regular Interaction with client  Weekly/fortnightly portfolio distribution  Expected portfolio performance 15-20% annualized

Happy Investing Thank You