What is Conviction Capital Advisory Services?

Conviction Capital Advisory Services which combines 360° Advisory services with the best of our research i.e
  • Fundamental & Sectoral allocation advisory
  • Quant Advisory
  • Macro & Asset Allocation Advisory
  • Portfolio Advisory
  • Technical Advisory
  • Investment Strategy Advisory
  • Derivates Advisory
  • International Equity Advisory
  • Mutual Fund Advisory

How is the portfolio created?

  • Macro-Economic cycle is understood by using Macrometer to establish Asset Allocation Strategy
  • Understand the market cycle & sentiment
  • Sectoral focus by identifying sectors and themes with growth and earnings visibility to define sector weightage and allocation
  • Portfolio strategy and allocation with the use of Proprietary Stock Classification frameworks for Portfolio construction
  • Quantitative Elimination is done by Red Flag Grid and Scorecard based Stock Universe Filtering
  • Entry -exit is decided on Sentimeter, other quant and technical indicators
  • Monitoring, Risk & Rebalancing using Conquest framework

Discipline & Balance

  • Use of CONQUEST Framework, Technical and proprietary Quant Indicators for market timing, asset allocation, sector allocation and rebalancing.
  • Using Volume, Liquidity Filters and Technical stop losses.
  • Use of Derivative Instruments to hedge risk and generate alpha.
  • Maximum 20 Stocks in the portfolio out of a filtered universe of ~50 stocks
  • Maximum Allocation to any one idea <= 10%
  • Minimum Allocation to any one idea => 2.5 %

Why should I opt for CCAS?

  • Backed by PL - One of the oldest and leading financial providers of India with 75 years of legacy & trust.
  • Depth & Breadth of Research Team- Fundamental, Technical, Derivatives, Alpha, Quant, Macro & Strategy, On-Ground & Investment Strategy Research Desks.
  • Proprietary Research models: Proprietary Quant Indicators & Algorithms that support investment decision process. Sentimeter, Sectometer, Macrometer, Red Flag Grid, Scorecard, Decade Decoded, Value Decoder are used.
  • SEBI Registered Investment Advisor (Reg. No. INA000011811)
  • Dedicated Relationship Managers across India and more than 700 locations.

Subscribing in 3 Easy Steps!

  • Open a Trading cum DP Account & Sign up with conviction capital Advisory Services
  • Fund your account with a cash margin of Rs 25 lakh or in multiples of Rs 500,000
    • Please note that Stocks are not accepted as margin
    • You will receive an email with your dealer’s coordinates and an email explaining the process to be followed
    • Login to www.plclients.com to view your account’s performance online. In addition, receive Monthly Updates on your portfolio performance in your inbox!

  • To sign up for Conviction Capital Advisory Services now, mail us at convictioncapital@plindia.com or contact your Relationship Managers
  • Existing clients of Prabhudas Lilladher Sign up for Conviction Capital Advisory Services