SHAREKHAN PORTFOLIO MANAGEMENT SERVICE
Stock Market Expertise, Exclusively for you!
Platinum Circle is our personalized investment service for clients standing with over `.5 Lakhs of initial investment. Your Equity Advisor will not only create a personalised investment strategy for you but will also constantly track latest market opportunities to minimize risk & Maximise returns on your Investment.
PMS Vs other investment opportunities
1. Fixed Deposits
–Pros
- Fixed returns
- Capital protection
–Cons
- Low returns coupled with high tax leads to returns of around 4% per annum
- No possibility of riding on markets to maximize wealth creation
2. Trading on your own
–Pros
- Complete control over investment
–Cons
- Very high time involvement
- Need for in-depth research
- Chances of not booking losses
- Over exposure to certain stocks/ ideas
- Over leveraging
- Possibility of lack of discipline on trading
3. Mutual Funds
–Pros
- Can start of with a very low initial investment
- Ideal for small time investors
–Cons
- No personalized portfolio/ investment created
- Not suitable for HNIs
- Too many inbuilt charges which reduce returns coupled with complete lack of transparency
- Incase of falling markets Fund Manager cannot liquidate to stop the erosion in fund value
Talk to our specialists and they’ll help you choose a PMS Plan that suits your ‘risk taking appetite’ and ‘expectation from the market’
- Focus on absolute returns: Our Long-short strategies in Index/stock futures and index oriented funds ensure the perfect hedge against high market levels.
- We charge fees only on profits: We charge fees only when you make a profit. ProTech PMs has zero AMC or maintenance charges.
- Systematically timing the market: ProTech works by timing the stock market using technical analysis. This is done by picking Stocks/Nifty before the infection points in their trading cycles.
- Disciplined approach: While making investments based on market view, care is taken to maintain proportion of weightage for particular product and particular Stock/Nifty.
- Product Range: ProTech PMS has a range of 4 product schemes to choose from based on your risk-return appetites. You can choose between an automated model and a portfolio managed by our fund managers
Difficult for Clients!
- Tracking the Market is a full time job
- Judging the impact of the News for sectors & script may not be always possible
- Maintaining the news flow & apply at proper time is difficult
- Availability of basic Research may not always be possible
- Basic fund management rules may not be in place like investment Philosophy, Sector Allocation, Script Allocation, etc.
Ideal Investment Platform for HNIs??
4 Reasons why Sharekhan PMS is more than Management :
- For any market condition: Choose from our range of PMS products that are designed to perform in any market based on your investment objectives.
- Exclusive Service: Proactive management of your funds by fund manager; backed by a Central Research team of Analysts and serviced by your dedicated Relationship Manager
- Performance-Focused: Profit-sharing option with PMS ProTech and not based on churn
- Convenient Reporting: Regular up-to-date views of portfolio
Sharekhan Portfolio Management Services, PMS schemes that suit your needs:
- PROPRIME: Investing on Fundamentals
- PROTECH - NIFTY THRIFTY: Technical Analysis Trading
- PROTECH - DIVERSIFIED: Investing on Technicals and also in Fundamentals Moderate Risk, High Return product
