Products & Services

WHAT IS PMS ?

Portfolio Management Services (PMS) 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 one invests in PMS, investor owns individual securities. One has the freedom and flexibility to tailor the portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, individual account may be unique.

WHY PMS ?

  • Dedicated Portfolio Composition : Client’s portfolio is managed individually as per investment goals.
  • Monitoring/ Swift decision making : There is no need for investor to follow the market fluctuations on continuous basis.
  • Flexibility : Complete flexibility to Switch between equity or debt or liquid funds.
  • Control & Transparency : Access to back office gives absolute information on the portfolio and transactions.
  • Knowledge Sharing : Better interaction with fund management team provides regular updates on the changing dynamics of the equity markets.
  • Ownership : All transactions done in the client’s demat account so ownership remains with client.
 

Why Adroit PMS?

  • In-depth primary and secondary research including management meetings.
  • Portfolios to suit your risk appetite and investment goals
  • Highest levels of experience and expertise.
  • Stock selection based on ROE, valuations, cash reserves & management pedigree
  • 24 *7 web access to the portfolio to maintain transparency

Product Offerings

  • Multi-cap Portfolio    Multi-cap Portfolio
    It is an investment strategy typically relate to companies which meet the criteria of capital efficiency, low leverage, profit making with low capex scheduled and low valuation.
  • Special Situation Portfolio    Special Situation Portfolio
    It is an investment strategy typically relate to companies under which an event turning business to go not as usual and materially impacting a company's value, such as possibility of any Merger & Acquisition, delisting, debt resolution, spin offs etc.