A professionally managed focused portfolio using the principles of value investing and long-term focus on investments. The scheme is managed by highly-skilled and experienced professionals who focus on the fundamentals, economic moat and high conviction ideas to create wealth.
As described by renowned investor Seth Klarman- “Value investing is the discipline of buying stocks at a significant discount from their current underlying values. The element of a bargain is the key to the process.” We follow the same approach for PMS investments which in turn generates risk adjusted superior returns.
Services such as portfolio tracking, addition/partial withdrawal of funds, switching the strategy, monthly statements and personalized solutions form the part of our PMS offerings.
