Portfolio Management

8
Portfolio Management Prabhudas Lilladher Stock Broking Firm In India

description

PLindia offer portfolio management services based on complete need analysis to meet the growth needs. Being a specialist PMS company, we help to get the benefit of professional money management with the flexibility, control and potential tax advantages.\n - PowerPoint PPT Presentation

Transcript of Portfolio Management

Page 1: Portfolio Management

Portfolio ManagementPrabhudas Lilladher Stock Broking Firm In

India

Page 2: Portfolio Management

Portfolio Management Services

The Portfolio Management Services was initiated in 2009 to offer complete assistance in delivering growth to investors. We offer solutions based portfolio management services on complete need analysis that are uniquely designed to meet growth needs in a holistic manner. With PL PMS, you get the benefit of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities.

Page 3: Portfolio Management

Approach for portfolio management services

• Bottom up approach, focusing on micro research and evaluating it in a macro environment

• Identifying the best companies to invest irrespective of the sector

• Having reasonably diversified portfolios without being over diversified.

Page 4: Portfolio Management

Strategies

• EquiGrow Strategy : This strategy aims at investing and holding largely high growth stocks without any sector bias in all types of securities in the mid-cap & large-cap category for a long term, to generate superior returns. With Mid Caps at 60-70% and Large Caps at 30-40%, Equigrow is ideal for investors, with a long-term horizon.

• Multi Strategy : This strategy endeavors to generate steady returns in varying market conditions by adopting multiple strategies. Our aim is to outperform the broader market in the long run. The portfolio provides capital appreciation by investing primarily in equity instruments. It always reflects the market sentiment and uses futures and options to hedge the portfolio. With Large Caps at 60-70% and Mid Caps at 30-40%, Multistrategy is ideal for investors with a long-term horizon who want steady returns under varying market conditions without compromising on the high growth potential of the Indian economy.

Page 5: Portfolio Management

• Minimum ticket size : Minimum ticket size for PMS for all portfolios is R

• Performance of Strategies : The success of our portfolios proves to be a good indication of where we are headed and drives us to continue investing with conviction. Testimony to our strong business philosophy and scientific solutions is the high performance our PMS products. s. 25 lakhs.

Page 6: Portfolio Management

Advantages & Strengths of portfolio management services

• Flexibility: PMS offers all the benefits of a mutual fund plus the flexibility of buying stocks in a phased manner or in a conducive market.

• Customisation: Benefit from a customized portfolio designed after a detailed analysis of investment goals, saving pattern, and risk-taking capacity.

Professional Management Company: Get the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities.

Page 7: Portfolio Management

Market Updates: Communication channels for information on major market events and portfolio performance updates.

Transparency & Accounting: Account statements and performance reports are emailed on a monthly basis. A web portal enables tracking of all information relating to investment on daily basis. Audited financial report for portfolio is sent at the end of the financial year.

High Service Standards: With total portfolio transparency, in-depth market information for better decision-making, direct access to the portfolio management team, PMS assures high service standards.

Page 8: Portfolio Management

Thank You.

For more information on PL's Portfolio Management Services Visit :

http://www.plindia.com/portfolio_management.aspx