Portfolio Management services by kotak What is Portfolio Management?

Managing investments in equities requires time, knowledge, experience and constant monitoring of stock market. Those who need an expert to help to manage their investments,

portfolio management services

(PMS) comes as an answer. The business of portfolio management has never been an easy one. Juggling the limited choices at hand with the twin requirements of adequate safety and sizeable returns is a task fraught with complexities. Given the unpredictable nature of the share market it requires solid experience and strong research to make the right decision. In the end it boils down to make the right move in the right direction at the right time. That's where the expert comes in. Kotak Securities have over a decade experience in providing portfolio Management services, where we help you to understand the way into the market When you invest your hard earned money, it is imperative to know all about your investments we help you to take those steps forward towards Informed Investments - a consultative and transparent method of investing. With our portfolio management services you are always consulted and informed of all investment decisions, thus giving you total control of your portfolio. How do you benefit with PMS? Transparency: At most times the rationale behind your investments is a matter of concern. With PMS our Portfolio Managers will always keep you apprised of the reason behind investment decisions, plus you are always kept up-to-date on the allocation and distribution of your funds. Scientific Investment Decisions: PMS provides a scientific and disciplined basis for investing. Besides you have the flexibility of making investment decisions after speaking to our Research Team. Expertise: Traditional investment options do not provide a team of dedicated investment consultants. PMS will provide you exclusive access to the Research Desk and their Proprietary Research Reports. Learn while your earn: The Consultative Investment Approach of PMS gives you an opportunity to learn the nuances, understand the rationale and details behind every investment decision.

Portfolio Management Services by religare Manage your investments in India while staying abroad is always a concern for NRIs. We at Religare offer discretionary portfolio management services to provide individualized services for clients for a variety of asset classes to fit the investor's specific investment parameters. As a focused service, PMS pays attention to details, and portfolios are customized to suit the unique requirements of investors. We currently offer following products under PMS products. PMS Products & Schemes 1. 2. 3. 4. 5. 6. 7. Panther Tortoise Elephant Caterpillar Leo Monarque Infrastructure

These products are designed for the varying preferences, objectives, risk tolerance and investment horizons of our customers. Our PMS operate on a multi-fund manager approach where the fund manager team is headed by a chief investment officer and each scheme is supported by a fund manager and one research analyst with its own operations, risk and customer support team. You can invest through NRE or NRO accounts according to your availability of funds in the respective schemes/products. We also offer NDPMS Services (Non- Discretionary Portfolio Management Services) to our HNI NRI clients. Panther The Panther portfolio aims to achieve higher returns by taking aggressive positions across sectors and market capitalizations. It is suitable for the "High Risk High Return" investor with a strategy to invest across sectors and take advantage of various market conditions. Tortoise The Tortoise portfolio aims to achieve growth in the portfolio value over a period of time by way of careful and judicious investment in fundamentally sound companies having good prospects. The scheme is suitable for the "Medium Risk Medium Return" investor with a strategy to invest in companies which have consistency in earnings, growth and financial performance. Elephant The Elephant portfolio aims to generate steady returns over a longer period by investing in Securities selected only from BSE 100 and NSE 100 index. This plan is suitable for the "Low

Risk Low Return" investor with a strategy to invest in blue chip companies, as these companies have steady performance and reduce liquidity risk in the market. Caterpillar The Caterpillar portfolio aims to achieve capital appreciation over a long period of time by investing in a diversified portfolio. This scheme is suitable for investors with a high risk appetite. The investment strategy would be to invest in scrips which are poised to get a re-rating either because of change in business, potential fancy for a particular sector in the coming years/months, business diversification leading to a better operating performance, stocks in their early stages of an upturn or for those which are in sectors currently ignored by the market. Leo Leo is aimed at retail customers and structured to provide medium to long-term capital appreciation by investing in stocks across the market capitalization range. This scheme is a mix of moderate and aggressive investment strategies. Its aim is to have a balanced portfolio comprising selected investments from both Tortoise and Panther. Exposure to Derivatives is taken within permissible regulatory limits. Monarque Monarque is aimed at the ultra HNI category and structured to provide higher returns by taking aggressive positions across sectors and market capitalizations. Ideally suitable for investors with "HIGH RISK HIGH RETURNS" appetite. Infrastructure Scheme aims to achieve capital appreciation over a medium term by investing in the infrastructure theme which will include power, telecom, roads, airports and other infrastructure related sectors. Investment in these sectors will be minimum 65%, which can also extend to 100% of the portfolio corpus. Upto 35% of the corpus could be invested in any other sector. Investment strategy will be to map the activity in the core sectors with a focus on bottom up strategy. It is suitable for Moderate risk profile aiming for consistent returns over a longer time frame.

We create and manage your equity portfolio with long term returns using Fundamental Analysis Minimum investment: Rs 25 Lakhs

How it Works:

Bottom up stock selection Portfolio selection and management by a dedicated Fund Manager Medium to long term vision, resulting in low portfolio turnover Blend of Blue chip and growth stocks

Fees:

2.5% per annum AMC charged every quarter @ 0.625% 0.5% brokerage 20% profit sharing after 15% hurdle is crossed-chargeable at the end of the fiscal year.

We identify trading opportunities in the market with Long Short strategies using Technical Analysis Minimum investment: Rs 25 Lakhs

How it Works:

Focus on Absolute Returns Long Short Strategies and active management by our dedicated Fund Manager Aim for high CAGR using automated model Stable returns, irrespective of market conditions

Fees:

Profit-sharing with no AMC fees at the outset 0.05% brokerage 20% profit sharing on booked profits on quarterly basis

Find it tedious to keep track of markets? Grow your wealth with Unicon PMS
The capital markets today have not only become far more complex in terms of compliances, methodologies, effects and analysis but also need a constant tracking mechanism. As is the case globally, the Indian investor has also realized the advantages of seeking professional advice in order to not only manage but also augment his portfolio. The Portfolio Management Schemes of the Company offer Discretionary Schemes (Unicon Optimizer & Unicon Growth) for Individuals, Corporate Bodies, Partnership firms, Proprietors, Non Resident Indians etc. The Company is registered with SEBI enabling it to undertake Portfolio Management activities under a specific license.

The Unicon PMS advantage

For any market condition: Choose from our range of PMS products that are designed to perform in any market based on your investment objectives Professional Fund Management: The Schemes, duly approved by SEBI, are managed by a highly competent team comprising of portfolio managers and equity strategists, backed by a team of fundamental, technical and derivatives analysts Personalized Service: Proactive management of your funds by fund manager; backed by a Central Research team of Analysts and serviced by your dedicated Relationship Manager Timely Review & Reporting: Periodic review and rebalancing with timely performance reporting

Managing investments in equities requires time, knowledge, experience and constant monitoring of stock market. Given the unpredictable nature of the equity market it requires solid experience and strong research to make the right decision in the right direction at the right time. That's where the expert comes in. Motilal Oswal Asset Management Company (MOAMC) is part of the Motilal Oswal Group and a 100% subsidiary of Motilal Oswal Securities Ltd. The Board of Directors of MOAMC comprises of eminent personalities with varied experience including Mr. Raamdeo Agarwal, who is the co-founder of the Group. Mr. Nitin Rakesh, CEO, has rich and varied experience of more than 15 years. His focus has been on investment management and operations and has worked in multiple areas including asset management, transaction processing, offshore fund structuring and venture capital. The PMS business was under MOSL since inception in 2003 till October 2010, when the PMS business was moved to the AMC with the objective of consolidating all Assets Based and Investment Management Based businesses under one legal entity. At Motilal Oswal Asset Management Company, we believe in creating superior investment products that revolve around sound investing principles and leverage on the engrained principles of Knowledge First and Innovation. Our endeavour is to constantly evolve and develop investment solutions that embrace our two core philosophies of being Focused & Disciplined. We are one of the leading PMS Service Providers, with Assets under Management of Rs.13 billion (as on December 2010) with a customer base of 5,450 and a 4 member fund team managing funds across a number of strategies as given below. Our core principles are value based investing aimed at providing long term wealth creation for investors.

After understanding your risk appetite and financial goal, we have created various Investment Strategies. We currently offer following schemes, with different approaches to managing your investments. Value Strategy Bulls Eye Strategy NTDOP Focused IV Focused V Invest India strategy

The service offers professional management of your equity investments with an aim to deliver consistent return with an eye on risk.

Risk

Control:

Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have a very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.

Convenience:
Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.

Constant

Portfolio

Tracking:

We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.

Transparency:
You will get account statements and performance reports on a monthly basis. Thats not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login, will enable you to access details of your investment on click of a button. The following portfolio reports are accessible online: Performance Statements Portfolio Holding Reports Transactions Statements Capital Gain/Loss Statements

Dedicated

Relationship

Manager:

Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers, the one point contact will bestow personalized service and ensure that you receive periodic updates and account performance reports.

Vision & Values

At Ambit, we seek excellence by delivering unique solutions with impeccable timing. Our innovativeness, insight and optimum practices translate into work of the highest quality. Our advisory services adhere to the highest ethical standards of maintaining our clients integrity. Ambit is built on ideas and focused on execution, where humane values and performance recognition create a highly stimulating work place. Our vision: To be at the fore-front in our profession through our creativity and vision, our ability to spot the hidden opportunities, to solve the unsolved and to anticipate and manage change. Our values:

Governance Reputation Entrepreneurship Insight Relationships Integrity

Portfolio Management Services

The Ambit Portfolio Management Services (PMS) are multi-disciplinary funds focused on Indian equity markets and structured to suit the needs of both institutional and high net-worth investors. A team of highly experienced managers including ex-Merrill Lynch fund managers from the Strategic Risk Group manage the fund. Our clients are the heart of our business and hence we provide them a truly personalised service experience. Our Portfolio Managers are supported by a team who understand our clients requirements and will ensure that they are provided with:

An investment review and valuation every six months Consolidated tax certificates annually Regular dealing advices

At Ambit, we build strong and lasting relationships with our clients to understand the details of their financial requirements and to react to changes in their personal circumstances quickly and effectively. This sound knowledge of our clients' needs and our ability to monitor markets and companies enables us to make profitable investment decisions on their behalf.

Ambit PMS Scheme

Ambit Ascend Ambit Conquer Ambit Reign

Ambit Ascend Ambit Ascend is a risk-adjusted portfolio, managed with the objective of generating absolute returns over a period of time by taking a long-short approach. Investments span the gamut of Equities, Futures and Options (Derivatives), Mutual Funds and Money Market Instruments amongst others. The usage of derivative products and transactions will be to maximise profits and will not be limited to a single product strategy, but will also include transactions for the purpose of hedging and portfolio rebalancing. Top Ambit Conquer Ambit Conquer aims to be a highly flexible investment option across the broad spectrum of large, mid and small cap stocks. To generate consistent returns over the long term, the Portfolio Manager identifies opportunities in companies that have a compelling long-term growth bias and uses derivative products and transactions to maximise profits. Investments span all Securities including Cash Equities, Futures and Options, Money Market Instruments, Mutual Funds, and so on to make the best of available market opportunities. Top Ambit Reign Tailor-made for NRI and corporate clients, Ambit Reign aims to spot investment opportunities in fundamentally strong businesses that are available at reasonable valuations. The fund invests in high quality assets across a range of industries with time horizons ranging from 1-3 years. The Portfolio Manager invests in attractive primary market issues for long-term participation, where stocks with a combination of attractive P/E and growth rate would be considered. Top For further enquiries on the PMS schemes, please contact - 022-30433281 or email us at romolinacharatkar@ambitcapital.com