Portfolio management service provides you professional management of your portfolio with adequate risk control and continuous monitoring done by our research team.

These are the following traits that make us stand out.

1. Focus on Under-the-Radar Companies: Specializing in lesser-known firms, with an average portfolio market capitalization of INR 12,000 Crores.

2. Manufacturing-Oriented Fund: Prioritizing investments in the manufacturing sector for robust and tangible growth opportunities.

3. Minimal Exposure to Banking and IT: Distinctly low to zero investment in banking and IT sectors, setting us apart from conventional index strategies.

4. Ground-Level, Research-Driven Stock Selection: Employing in-depth, on-the-ground research to drive our stock selection, ensuring informed and strategic investment choices.

5. Discretionary Cash Holdings: Adopting a cautious approach by holding liquid cash in client portfolios when suitable opportunities are scarce, emphasizing capital protection.

Yes, an NRI can purchase shares of an Indian company on a stock exchange in India, under the portfolio investment scheme on repatriation and/or non-repatriation basis. A PIO is considered as an NRI and hence all the benefits / conditions apply accordingly.

1. Factsheet (overall fund level): We furnish the clients with Factsheets on a monthly basis which shows them performance on absolute as well as relative basis, shows them the changes in the top five holdings as well as change in weightage of top five sectors in the fund.

2. Pitchbook (overall fund level): This consists of fund managers note. Along with the overall performance numbers for all funds, it gives an idea to investors about what the fund manager thinks about previous months performance and what he expects in the future.

3. Client Specific performance reports: This will be shared quarterly. Please note that performance data is available 24x7 through the clients custodian portal. Besides this, we send out performance reports on a quarterly basis.

The Client will receive a dashboard from where they can see the latest value and changes on a live basis.

Portfolio Managers are regulated by the Securities and Exchange Board of India (Portfolio Managers) Regulations, 2020. You can read about the regulations here.

From a tax perspective, an investor pays tax just like any other equity investment. PMS is considered more tax friendly than an AIF. Compared to a mutual fund, since the stocks are held in your own demat, with gains and losses being recognised in your own name, you will be liable to pay income tax depending on the amount of gains and its nature. For instance, the following are the two natures of tax you would be liable to pay when you invest with a PMS.

Long term capital gains: If net gains for the year is greater than INR 1 Lakh, then the gains above that INR 1 Lakh is taxable at 10%. For example, if an investor in PMS earns Long Term Capital Gains on equity shares of INR 50,000 it is tax free for the investor as the gain does not exceed the limit of one lakh rupees.

Short term capital gains: Taxable at 15%.

Portfolio managers should have Rupees 5 Crores as net worth in the company in order to obtain the PMS license.