• Nifty %
  • Sensex %
  • Nifty Bank %
  • Equity
  • Mutual Fund
  • Currency
  • Commodity
  • Derivative
  • Research

MARKET SNAPSHOT

  • INDIAN
  • GLOBAL
  • CURRENCY
  • COMMODITIES
  • TOP GAINERS
  • TOP LOSERS

MARKET SNAPSHOT

  • INDIAN
  • GLOBAL
  • BSE SENSEX
    1. 1443442
    2. -965.56
    3. 1443 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • Last Update:09 Nov,2017
  • Show All
  • CURRENCY
  • COMMODITIES
  • YEN TO IND
    1. 1443442
    2. -965.56
    3. 1443 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • Last Update:09 Nov,2017
  • Show All
  • TOP GAINERS
  • TOP LOSERS
  • 52 WEEK HIGH
  • 52 WEEK LOW
Portfolio Management Services (PMS)
Karvy
Financial
Academy

I want to learn


  • Equity
  • Mutual Funds
  • Commodities

Objectives of Portfolio Management Services (PMS)

The objective of portfolio management services is to maximize returns in the long run by investing in marketable securities such as equity, debt, cash, and commodity etc. PMS help the client to reduce the risk through proper diversification and provide customized solutions for achieving client’s goals.

Karvy offers PMS across two asset classes – Debt and Equity

Debt PMS:

Debt PMS generates long-term capital & income appreciation. Our fund management team does extensive research to find promising & emerging businesses to invest your money. By trading in secondary market securities, our objective is to generate long-term benefits for you, in terms of high yield and income.

Currently, Karvy offers two products under the Debt PMS – namely

  • DEMETER
  • EXCEL

What is Demeter?

Demeter is a high-yield debt portfolio that seeks income and capital appreciation through asset allocation to debt oriented securities.

What is Excel?

Excel is a mid-yield product that prioritizes income over capital appreciation through asset allocation to debt oriented securities.

Equity PMS:

Currently, Karvy offers two products under the Equity PMS – namely

  • Alpha Plus
  • Gamma

What is Alpha+?

  • Alpha + is a mainly large- cap diversified PMS strategy with investments in stocks across sectors, market capitalization categories and investment themes.
  • It follows a top-down approach to select sector and stocks.
  • The companies selected go through key analysis by the fund manager and director which include established and proven track record.

What is Gamma?

  • Gamma is a diversified Midcap PMS strategy
  • It follows a bottom-up approach for selecting midcap companies
  • The companies selected go through key analysis by the fund manager and director which include established and proven track record.

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