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:
|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||24.04%||16.08%|
|Motilal Oswal IOP Strategy||Small & Mid Cap||Ddelivers long term capital appreciation by creating 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.||33.68%||18.91%|
|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.||19.90%||16.10%|
Performance as on 31st August 2017