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Equity, AIF & PMS
Equity
Equity serves as a cornerstone for long-term capital appreciation. Through our collaboration with leading market intermediaries, clients gain access to seamless equity market participation including both primary and secondary markets.
Key aspects include:
- Exposure to long-term themes and sectoral opportunities.
- Participation in IPOs and market offerings.
- Digital trade execution for better convenience and transparency.
Equity enables investors to align with India’s economic growth story while benefiting from compounding potential, market cycles, and corporate performance trends.
AIF & PMS
Portfolio Management Services (PMS)
Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety.
Portfolio Management May Be Either Passive Or Active In Nature.
- Passive management is a set-it-and-forget-it long-term strategy. It may involve investing in one or more exchange-traded (ETF) index funds. This is commonly referred to as indexing or index investing. Those who build Indexed portfolios may use modern portfolio theory (MPT) to help optimize the mix.
- Active management involves attempting to beat the performance of an index by actively buying and selling individual stocks and other assets. Closed-end funds are generally actively managed. Active managers may use any of a wide range of quantitative or qualitative models to aid in their evaluations of potential investments.
Key Takeaways
- Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.
- Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market.
- Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or indexes.
PMS bridges the gap between mutual fund diversification and direct equity personalization by offering a more focused yet professionally handled structure.
Alternative Investment Funds (AIF)
Other than the traditional modes of investment of equities, fixed income, and cash, through Alternate Investment Fund (AIF) we offer our clients an investment vehicle through which they can invest in non-traditional options such as real estate funds, and private equity, hedge funds, etc. AIFs are ideal for high net worth individuals, and institutional and corporate customers.
These funds broaden the investment avenues by diversifying the client’s portfolio through an extensive range of products such as Private Equity, Residential & Commercial Real Estate Services, Real Estate Funds, Hedge Funds etc.
AIFs Are Categorized Into The Following Three Categories:
- Category-I: These funds generally invest in start-ups or early stage ventures, social ventures, SMEs, infrastructure or other sectors which are considered socially or economically important for the country.
- Category-II: These include private equity funds and debt funds. Private equity funds and debt offers investment in diversified portfolios managed by experienced fund managers in line with well-defined investment strategies. Hence they serve as a wary investment alternative as well as a mechanism to hedge.
- Category-III: These include hedge funds and undertake leverage to a great extent. Hedge funds are aggressively managed and use several types of strategies such as leveraged, long, short and derivative positions in both domestic and international markets.