Asset Management
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Portfolio Management
Portfolio
Management
Equitree Capital Advisors Ltd. offers the discerning
investor an opportunity to access its asset management
expertise through its portfolio management service (PMS). The
basic objective of this product is to provide unbiased
investment management strategy based on rigorous fundamental
analysis while taking cognizance of market conditions and
movements.
The PMS team covering a universe of about 50 key Large Cap and
Mid Cap companies across sectors like IT, Engineering, Auto,
Oil & Gas, Banking, Pharmaceuticals. The structure of
portfolio management uses a combination of the top-down and
the bottom-up approach to arrive at a basket of investment
worthy stocks. The team is committed to a strong discipline in
booking profits and on focusing on client servicing and wealth
enhancement.
Why PMS?
Bespoke Advice - Discretionary Portfolio Services give you the
benefit of investment advice designed to achieve your
financial objectives.
Professional Management - The service provides professional
management of equity portfolios with the objective of
delivering consistent long-term performance while controlling
risk.
Continuous Monitoring - We recognize that portfolios need to
be constantly monitored and periodic changes made to optimize
the results.
Risk Control - Risk team is responsible for establishing our
investment strategy and providing us real time information to
support our portfolio managers.
What differentiates the Equitree PMS from investments in
Mutual Funds?
‘Personal’ Fund Manager – The client’s portfolio is
professionally managed by a fund manager who is easily
accessible to the investor unlike in a Mutual Fund in addition
to which we provide a designated Relationship Manager for the
client who can offer asset allocation advisory on your entire
portfolio
Superior Returns – Portfolio returns are protected in volatile
markets through hedging in derivatives and short-term capital
gains can be set-off against business income for clients in a
PMS as compared to Mutual Fund
