Portfolio Portfolio ManagemenManagemen

ttPerformance 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

StrategyLow 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