Stocks and securities

Stocks and securities

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X

Stocks and securities

Stocks and securities

X
X

Portfolio Management Services with multiple investment options and customised plans to match investor goals and ambitions

The PMS Desk is designed to offer investment management services to a wide array of HNI investors, with varying degrees of risk profiles, offering long term wealth creation opportunities through investments in Indian Equity Markets

PMS Offerings

Discretionary Portfolio

Discretionary Portfolio Management Services (D-PMS) Aditya Birla Money Core & Satellite Portfolio/ Multi Cap/ Sector Agnostic

Benefit from a dual approach to portfolio management. Strive to beat the benchmark (CNX100) using superior stock selection (for Core Portfolio) and tactical positioning (for Satellite Portfolio).

Portfolio Features

  • Multi cap strategy
  • Sector agnostic Portfolio (Diversified equity portfolio)
  • A focused 15 – 20 stocks ideas
  • Benchmark – CNX 100

Aditya Birla Money India Consumption Portfolio / Multi cap / Thematic

A unique one of a kind portfolio, this multi cap fund strives to beat the benchmark (BSE 200) using superior stock selection

Portfolio Features

  • Multi cap strategy
  • A Consumption focused portfolio with 12 – 18 stocks ideas
  • Benchmark – BSE 200

Non – Discretionary Portfolio

Non – Discretionary Portfolio Management Services (ND-PMS)

A customised strategy tailor made to suit individual risk profiles.

Portfolio Features

  • Tailored Asset Allocation based on a drawn Investor Policy Statement (IPS) which will define specific & personal needs and objectives
  • Flexibility of discussing investment decisions with Fund Manager
  • The client is always the final decision maker and is always consulted and informed of all investment decisions
  • This PMS is ideal for long term investors who are looking for professional management of their portfolio, while retaining the final decision with themselves
  • Very competitive in the Managed Fund Route

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It would be our privilege to extend our services to the best of our abilities that will help you achieve you desired goals. As your preferred Broker we are committed to fulfill your financial goals at all the time.

Attention Investor
1. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.          2. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.          3. Prevent Unauthorized Transactions in your demat account:Update your Mobile Number with your Depository Participant/ Stock Broker. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL / CDSL on the same day………. issued in the interest of investors.          4. For Stock Broking Transaction 'Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day...Issued in the interest of Investors.          5. Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website.

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