In today’s complex financial environment, investors have unique needs which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his return on investments without capital erosion. At PL, we recognize this and manage your investments professionally to achieve specific investment objectives, relieving you from the day-to-day hassles which investments require. Our Portfolio Management Service provides you with a cost effective way to enjoy the advantages of investment under the guidance of experienced & fundamentally sound Investment managers.

Spearheaded by Sandip Sabharwal – CEO, PMS, an award winning Fund Manager, who has over 14 years of experience in Fund Management, the team offers complementary expertise of individual members, coupled with strong academic backgrounds and professional expertise thereby creating a unique advantage for our clients.

We offer a non-discretionary Portfolio Management Service, with the aim to provide consistent returns in the long-term at a moderate level of risk. The key to achieve this is to identify fundamentally strong stocks with appropriate diversification to meet the stated objective of each Portfolio scheme. That’s where a disciplined approach of investment team coupled with the rich experience of research team having in-depth knowledge and a vast experience of more than 60 years in the capital market comes in handy. Our Portfolio Management Services will be ideal for those investors who appreciate capitalizing their investments with the help of professional Portfolio Managers without feeling the burden of making day-to-day investment decisions.

We broadly offer 3 kinds of Portfolios to choose from

MULTI-STRATEGY PORTFOLIO seeks to match the risk vs. return during interim cycles of the market by changing the portfolio composition to suit the market movements. Detailed Product note can be downloaded here.

EQUITRA is an investment cum trading scheme with an objective to take advantage of volatility in the market in the short to medium term. The scheme will have a universe of highly liquid fundamentally strong F&O stocks.

EQUIGROW aims at giving high returns by investing in growth stocks across sectors and market capitalization. This scheme will be ideal for investors having more than 2 years of investment horizon.

To know more Call Hemant Nikam 66322358/9819479314 or Jayant Kumar 66322359/9833322166.

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