Asset 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 Mutual Fund. In addition to this, we provide a designated Relationship Manager for the client who can offer asset allocation advisory on the 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.