Growth through spotted opportunities and nurturing through building values

Portfolio Management Services

The Portfolio Management Services was initiated in 2009 to offer complete assistance in delivering growth to investors. We offer solutions based portfolio management services on complete need analysis that are uniquely designed to meet growth needs in a holistic manner. With PL PMS, you get the benefit of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities.

Approach for portfolio management services

  • Bottom up approach, focusing on micro research and evaluating it in a macro environment
  • Identifying the best companies to invest irrespective of the sector
  • Having reasonably diversified portfolios without being over diversified.


EquiGrow Strategy : This strategy aims at investing and holding largely high growth stocks without any sector bias in all types of securities in the mid-cap & large-cap category for a long term, to generate superior returns.

Multi Strategy : This strategy endeavors to generate steady returns in varying market conditions by adopting multiple strategies. Our aim is to outperform the broader market in the long run. The portfolio provides capital appreciation by investing primarily in equity instruments. It always reflects the market sentiment and uses futures and options to hedge the portfolio. With Large Caps at 60-70% and Mid Caps at 30-40%, Multi Strategy is ideal for investors with a long-term horizon who want steady returns under varying market conditions without compromising on the high growth potential of the Indian economy.

Fortune Strategy : This is a diversified equity strategy which targets niche businesses and invests in companies which have a) Established brands and are linked to the broad consumption theme, b) Companies which are beneficiaries of increased government spending, c) Companies which are exhibiting turnaround & sound businesses which are facing temporary headwinds and d) Leveraging on the relative valuation gaps between small/mid caps and large caps.

Minimum ticket size : Minimum ticket size for PMS for all portfolios is Rs. 25 lakhs.

Performance of Strategies : The success of our portfolios proves to be a good indication of where we are headed and drives us to continue investing with conviction. Testimony to our strong business philosophy and scientific solutions is the high performance of our PMS products.

Advantages & Strengths of portfolio management services

Professional Management Company: Get the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities.

Flexibility: PMS offers all the benefits of a mutual fund plus the flexibility of buying stocks in a phased manner or in a conducive market.

Market Updates: Communication channels for information on major market events and portfolio performance updates.

Transparency & Accounting: Account statements and performance reports are emailed on a monthly basis. A web portal enables tracking of all information relating to investment on daily basis. Audited financial report for portfolio is sent at the end of the financial year.

High Service Standards: With total portfolio transparency, in-depth market information for better decision-making, direct access to the portfolio management team, PMS assures high service standards.

For more information on PL's Portfolio Management Services in India, contact:

Pan India Contact Details:
Mr. Nupur Patel
+91.22.66322350 | +91.9821097856
Mail :