PMS

Portfolio Management Services (PMS)

Why You Need A Centrum PMS Account?

Equity investing has many complexities. There will be times when it will reward you handsomely, but there will be other times when you will be sitting on losses. Currently, India is in a sweet spot, investors are queuing up to take positions. It is a good time to do some cherry picking and invest in good quality stocks. Even in bad times, there will be some stocks which can save you from burning your pocket. But how does one differentiate between the good, the bad and the ugly? Should one invest in safe blue chips or go for midcaps which give higher returns. Not everyone who wishes to make these decisions has in-depth knowledge about the market or has the time to sit and track minute by minute market moves. This is why you need the Centrum PMS advantage.

The Centrum PMS Advantage

Our team of experienced fund managers offer investment solutions through focused portfolios of stocks. Our main objective is to maximise your gains in a rising market and limit losses as well as help generate healthy gains in a falling market. Our PMS runs a concentrated portfolio of 15-20 stocks, structured around investor needs. A concentrated portfolio increases the potential of higher returns. The choice of stocks made by our money managers is based on hard core research and the focus is on good quality businesses with strong growth. Clients have the freedom and flexibility to tailor their portfolio, in consultation with their fund manager, to address personal preferences and financial goals.

Centrum Offerings

map_1

Growth Portfolio

Portfolio
Objective
Strategy
Suitability
GROWTH PORTFOLIO
Seek to deliver capital appreciation through participation in large cap stocks

Portfolio with 70% to 80% in large cap stocks & remaining in mid & small cap stocks

Invest in dominant players with strong fundamentals & track record

Moderate risk appetite with medium term investment horizon

Wealth Creator Portfolio

Portfolio
Objective
Strategy
Suitability
WEALTH CREATOR PORTFOLIO
Seeks to deliver long term wealth creation while meeting liquidity needs

50-60% of portfolio invested in deep value & mid cap stocks and remaining in large cap stocks

Bottom up & value stock picking strategy identifying deep value stocks, emerging themes, outperforming sectors

High risk appetite with medium to long term investment horizon

Deep Value Portfolio

Portfolio
Objective
Strategy
Suitability
DEEP VALUE MULTI-BAGGER PORTFOLIO
Seeks to generate longer term wealth creation by investing in deep value stocks including relatively unknown small & mid-cap stocks

Predominantly invest in mid-cap and small cap stocks which may be illiquid at time of investment Bottom up & value stock picking strategy identifying deep value stocks, outperforming sectors, emerging themes, hidden gems and other macro themes for major upsides

High risk appetite with long term investment horizon

Investment Philosophy – Growth at a Reasonable Price

map_2

Investment Process

map_3

 

GET IN TOUCH !!

Your Name (required)

Your Email (required)

Your Phone (required)

Your City (required)

Subject

Your Message