2. Portfolio Management Performance Based Wealth Management

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

4. 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.

5. 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

6.  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

7. 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

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

9. 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

10. Happy Investing Thank You