Portfolio management

Portfolio management services works more or less like a mutual fund. However, here the portfolio strategy is designed for an individual based on his objective. Investment in best portfolio management services in India is all about determining the strengths, weakness of the market and taking decisions accordingly, understanding domestic and international economies and balancing risks against investor’s objective.

It’s all about knowing the SWOT analysis of the situation and aligning strategies as per the client’s requirements.

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

Track My Investments

Why portfolio management

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes the clients can be Individuals or Institutions entities with high net worth.

There are many benefits of investing in Best Portfolio Management Services in India.

Professional Management

The most important is PMS provides professional management of portfolios, the portfolio manager is expert in its area and has years of experience in the same field. The strategies designed by him will be as per the objective of the investor.

Continue review and rebalancing

performance and keeps it align as per objective of the investment. Changes in the portfolio are done as and when needed.

Ease of transactions

All the paper work and administrative actions are taken care by the portfolio manager. The investor doesn’t have to involve in all these paper work. Periodic performance reports are shared by the managers to the investors.


All the capital gain, performance and profit and loss statements are shared with investor on a regular basis. The investor is always aware about its holdings and market value of his investments.

Personalized Approach

Portfolio management services can be discretionary or non discretionary.

Under discretionary PMS, all the decisions are taken solely by the portfolio manager. When to buy and sell, timing and choice of security, everything is at the discretion of the portfolio manager. This way, PMS is beneficial for those who don’t have much time to track the markets or don’t have much knowledge about the timing and strategies as well can also invest in the market and get benefited by it.

Non discretionary

In this, the choice and timing both is handled by the investor and portfolio manager only suggest investment ideas, this is beneficial to investors who has been investing in the market for a very long time and want to keep the decision making powers in their


  • Diversification

  • Professional management

  • Transparent

  • Customised strategies

  • Regular review and rebalance



Portfolio Management Services are ideal for High Net worth Individuals or Institutions who wish to opt for personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution for achieving unique investment objectives. This ensures the optimal selection of investment opportunities within an asset class and active monitoring for optimized results. Investors have the access to track their portfolios at all times.

Multi Cap Advantage PMS -
the right time to allocate

“The strategy of buying what's in favour is a fool's errand, ensuring long-term underperformance. Only by standing against the prevailing winds - selectively, but resolutely - can an investor prosper over time. But for a while, a value investor typically underperforms” – Seth Klarman

The current market conditions are a real litmus test for value investors as they never found it so difficult to out-perform the market as they have in the recent months.

We started 2018 on a tricky wicket:

  • Volatility was the call of the day
  • We saw sharp corrections in stocks across market capitalizations
  • The worst hit were midcap and small cap stocks.
Index 1 week 1 month YTD 1 year
Nifty 50 -4.17% 1.02% 1.29% 22.03%
Nifty Midcap 100 -7.29% -8.27% -6.68% 22.99%
Nifty Smallcap 100 -8.41% -11.54% -8.57% 26.41%

All data as on 5th Feb 2018

This type of volatility would continue over the next 12 to 18 months as India is faced with series of factors both local and global.

  • Forthcoming 4 State elections
  • General elections
  • Crude oil Prices
  • Interest rates locally and US interest rate
  • Corporate earnings catch-up

Over longer term large cap stocks provide consistent / stable returns as compared to Mid / Small cap stocks.
In uncertain markets like what we are envisaging in the next 12-18 months one should be shift investment bias towards large cap stocks.
In uncertain markets it is also advisable to create a portfolio hedge.

Multicap Advantage PMS is the only PMS in the country offering:-

  • Large cap biased portfolio of 20-25 selected stocks
  • 100% hedge of the portfolio through index put option.

We continue to remain bullish on the long term potential of building substantial wealth through equity investments. Short to medium term volatilities provide us interesting opportunities to capture and add alpha to the portfolio returns.

While equity markets will still outperform other asset classes, given the events over the next 12-18 months on should shift allocations in favour of large cap stocks with hedge option.

Free Demat & Trading A/c – Get up to Rs.5,500/-*