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
