TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
With an experience of over 20 years in the capital markets, Ms. Vaishali has been leading our PMS division. A CA background to her qualification and an extensive research expertise, she, along with her team, has been successfully managing Portfolios for our premium clientele. Her strong interpersonal skills and zeal for managing wealth for clients has led exemplary growth of the PMS business within a short span of time
FUND SUMMARYINVESTMENT PHILOSOPHYThe investment objective would be to generate long-term capital growth from an actively managed portfolio of equity and equity related instrument for resident and non-resident clients
The stock selection would focus on companies having excellent business formation; track record and sound dividend payout. We will pursue a bottoms-up investment approach seeking to identify promising investment ideas. The approach would help us invest in stocks of different market capitalizations, segments and get the benefits of risk diversification.
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