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Be rest assured your money is with a reputable brand.”
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Why Choose PL PMS ?
Your investments will be managed by specialists
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Industry leading research DNA
Experienced & Diverse Investment Committee
State of the Art Quant Team and Capabilities
Robust Investment Framework for Sustainable Wealth Creation
Built on the core Pillars of Integrity & Trust Since 1944
Expertise & experience of 8 Decades
Our Research Methodology
Fundamental, Alternative, Technical, Quantitative techniques and methodologies
back our research.
Investment Offerings for You
For Conservative Investors
Multi-Asset Dynamic Portfolio (MADP)
The Low Risk, All-Weather Strategy to Wealth Creation
Aims to Protect Wealth in Bad Cycles and Compound Wealth in Good Cycles
Our Proprietary Quantitative Meters use over 100 Data Points to dynamically manage a diversified portfolio of fixed income, Gold, alternatives, Domestic & International ETFs and Index Funds.
For Aggressive Investors
AQUA – Adaptive. Quantitative. Unbiased. Alpha.
India’s First and Only Style Agnostic and Style Adaptive Equity Strategy.
Aqua focuses on systematic alpha generation by design rather than chance using its rules-based, dynamic Multi-factor 6S framework.
It uses an all-adaptive approach to manage risk and generate alpha across market cycles by aligning to changing styles, sectors, factors, size, beta, and risk regimes for superior and repeatable investment outcomes.
For Moderate Investors
Multi Asset Dynamic Portfolio (MADP) Alpha
A Multi-factor & Multi-Asset Strategy for superior risk adjusted returns across cycles
Aims to protect wealth by diversifying risks in unfavourable times with exposure to low risk assets, while generating returns by participating aggressively in favourable times with allocations to higher return assets.
Uses the combination of Our proprietary 6F+6S Frameworks for dynamic asset allocation and stock selection respectively, to dynamically manage a diversified portfolio of fixed income, gold, international etfs and domestic equities.
Fund Manager, Principal Officer & Head Investment Strategy
CA, CFA, MSc
(Management in Business Excellence), University of Warwick
He leads the Multi Asset & Equity Quant Investment Startegies. He is a SEBI-registered Research Analyst, Investment Advisor and Portfolio Manager.
Head - PMS Sales & Marketing
Over 20+ years of senior
management experience in
financial markets with leading
industry players. In depth
understanding of equities, an
exceptional communicator with
consultative sales selling style.
Mentored By Market Veterans
Chairperson & MD, PL Group
She is one of the leading women
entrepreneurs in India today. A
highly-sought opinion maker in
the equity markets, she regularly
features on leading business
channels such as CNBC and ET
Now for her views and insights
Dr. Punita Kumar Sinha
Chairperson PL investment Managers
CFA, IIT Ph.D Wharton
Global Investment Expert With
over 30 years of stellar experience
in portfolio management and
corporate governance, Punita is
one of the most sought-after
experts on Asian capital markets
and women's issues.
Strategy Consultant - Quant Products
IIT Mumbai, IIM A
Swapnil has an experience of over
15 years, spread across
alternate assets, fund-raising and
Disclaimer: Financial products and instruments are subject to market risks and yields may fluctuate depending on various factors affecting capital/debt markets. There is no assurance or guarantee that the objectives of the portfolio will be achieved. Please note that past performance of the financial products, instruments and the portfolio does not necessarily indicate the future prospects and performance thereof. Such past performance may or may not be sustained in future. Portfolio Manager’s investment decisions may not be always profitable, as actual market movements may be at variance with anticipated trends. The investors are not being offered any guaranteed or assured returns. Please refer to the Disclosure Document and Client Agreement for portfolio specific risk factors. The Portfolio Manager and its affiliates, and any of its officers directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner.You acknowledge and confirm that by accessing the website, you are seeking information relating to the organisation of your own accord and that there has been no form of solicitation, advertisement or inducement by the organisation. Any part of the content is not, and should not be construed as, an offer or solicitation to buy or sell any securities or make any investments or any products. No material/information provided on this website should be construed as investment advice. Any action on your part on the basis of the said content is at your own risk and responsibility.
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