INVEST IN PMS (PORTFOLIO MANAGEMENT)

With the goal of generating consistent profits, Portfolio Management Service offers professional financial portfolio management of your PMS investments. With features like frequent reviews and excellent risk management flexibility, Portfolio Management Service frees you from any monitoring chores and is the perfect PMS investing option for high net worth investors.


  • Experienced fund managers
  • Diversified portfolio management to reduce risk
  • Strong and active risk management
  • Active and regular monthly review
  • Quality stock selection
  • Option to Add Virtual Cash

INVEST IN PMS

Why pick our Portfolio Management Services (PMS)

Physical & Digital, Experience the advantage of both worlds

  • Multiple product offerings
  • Switch from one strategy to other
  • Mothly performance report
  • Access your PMS investment anytime
  • Local client servicing across India


INVEST IN PMS

MOMAC VALUE MIGRATION LARGE CAP PMS INVESTMENT

The strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

PRIME

Prime Portfolio is a concentrated portfolio that blends tactical bets with long-term winners and provides investor advantage with a mix of long-term compounders and special company/sectoral picks.


Key Features

  • Well diversified portfolio comprising of large, mid and small-cap companies
  • Blend of long term winners (60%) with Tactical bets (40%)


Investment Universe, Process & Strategy

Stock selection procedure involving 2 strategies:

  • Long Term Winners (60%): Stocks relevant from a 12-18 month perspective – these are companies which have a proven track record of profits over 3-5 years, meaningful growth triggers & beaten-down stocks with favorable risk-reward
  • Tactical bets (40%): Stocks that are relevant from a 3-6 months horizon. Major buy triggers include a change in government policy, industry consolidation and company-specific opportunities

Rebalancing Strategy

  • Company or Industry fundamentals have started to change
  • Too much negativity around a company or sector
  • An extreme macroeconomic / market situation
  • Stocks that have better growth prospects or better capital allocation policies

For Whom?

  • Investors with moderate to high risk profile having an investment horizon of a minimum 3-5 years

  • Invest In Prime

    MOAMC INDIA OPPORTUNITY PORTFOLIO MANAGEMENT STRATEGY (IOP) - MID & SMALL CAP PMS INVESTMENT

    The strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.

    Improve Your Portfolio

    Send us your existing portfolio

    We will review your portfolio and share personalized insights

    We will advise you on how you can change and improve your portfolio

    READY TO INVEST WITH US?

    Share your Name and Mobile Number with us and get started