Portfolio Management Services (PMS)

Portfolio Management as an equity investment solution has been a popular choice among High Networth Individuals who want exposure to a variety of asset classes. Investors can opt for the services of a professional portfolio manager who suggests investment ideas while the control is still held by the investor. Alternatively, a portfolio manager can make investment decisions on behalf of the investor, thus creating a highly customized portfolio.

Tata Capital PMS offerings are depicted below:

 

      Absolute Performance
Name of the PMS Category Investment Strategy 1 Year Benchmark
Kotak Special Situations Value Strategy Multi Cap The main objective of this strategy is to generate capital appreciation through investments in equities with a medium to long-term perspective. This strategy invests in all listed equity and equity related instruments with emphasis on capturing Value and Special Situation opportunities 15.20% 15.60%
ICICI Prudential Flexicap Portfolio Strategy Large Cap The Portfolio currently focuses on large cap quality & counter cyclical bets as compared to Midcaps.In periods of huge outperformance of midcaps/smallcaps over large caps, the portfolio looks to tilt its exposure towards high quality large caps, similarly when midcaps/small caps underperform large caps, the portfolio would look at increasing the exposure in midcaps and small caps. 17.06% 15.69%
Birla Select Sector Portfolio Multi Cap This portfolio endeavors to invest in companies which can double in the next 3 to 4 years on the back of high earnings growth while having lower downside on account of reasonable valuations. 16.90% 15.61%

Performance as on 30th April 2018

 

Important Information

Recently there have been cases of fraud being committed under the name of Tata Capital or Tata Finance. Customers are requested to read the attached advisory and be aware of misleading advertisements in the newspapers. Click here to read the advisory and be aware of misleading advertisements in the newspapers.

Click here to read the advisory

Disclaimer:

Tata Capital Financial Services Limited ("TCFSL") is registered with the Securities Exchange Board of India as an Investment Advisor. The Registration No. is INA00000215