Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives. This ensures best selection of investment opportunity within an asset class and active monitoring for optimized results. Investors are provided with an all time access to track their portfolios. PMS offerings range across two asset classes – Equity and Debt, with multiple options for each asset class.

 

- Concentrated portfolio of Stocks and Sectors when compared to Mutual Fund schemes

- Customised Individual portfolios hence not affected by the sudden inflows or outflows

- Higher return expectation with High conviction bets

- Ideal for a Investment horizon of 5 years or more

 

Objective: To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Target Investors: Designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.

 

Portfolio - Concentrated portfolio of around 15 stocks

Sector - Multi Cap

Businesses - Invest in business with secular growth opportunities.

Objective: To seek long-term capital appreciation with investments in mid and small cap companies.

Target Investors: Ideal for long-term investors seeking returns through investments predominantly in small and midcap stocks and are comfortable with short-term volatility.

 

Portfolio - Multi sector portfolio of around 25 stocks

Stock Selection - Stocks with market cap less than Rs. 500 billion

Research - Leverage Sundaram's mid & small cap research strength

Scalable - Companies with potential to transition from Mid-cap to Large-cap & Small-cap to Mid-cap