PROPRIME PMS
Investment based on Company Fundamentals
How it Works:
- Profile the Customers
- Risk Appetite
- Time duration for Investment
- Balance risk & Descent growth by..
- Diversifying sectors & number of scrip's.
- Investment Philosophy is in place.
- Allocation of maximum percentage of scrip's.
- Stop loss in place.
- Non Leverage Portfolio.
- Basic Allocation for Core Portfolio 60% , Trading Portfolio 20% & Cash 20%
This results in..
- Building a long term Portfolio
- Trading activity gives movement to the portfolio & covers the cost
Investment Philosphy :
- We want to balance Risk and Growth
- Since we are bullish on the markets over the long run, time horizon for the investment should be 3-5 yrs
- We are investing the funds and not just allocating to the sectors to achieve decent growth of the corpus
- We diversify the portfolio to reduce the risk , i.e we will not have individual scrip exposure of more than6-7% and sectoralexposure more than 18%
- We are bullish on Capital Goods, Infrastructure, Banking, Pharma, ItesPower, Insurance and Retail
- We are underweight on Telecom, Realty (outside Mumbai) Media
- Rather than timing the market we buy on DIP and book profit above 25-30 % on SEP (systematic exit plan)
- We would like to be in stocks with less burden on Balance sheet and good earning visibility
Our Offering :
- Personalised portfolio selection and management by a dedicated Fund Manager
- Reporting:
- Online access to Portfolio Holdings
- Quarterly reporting of portfolio holdings/transactions
- Corpus: Minimum `.5 Lakhs and a Lock in for 6 months
- Fees:
- 2.5% per annum AMC charged every quarter @ 0.625%
- 0.5% brokerage
- 20% profit sharing after 15% hurdle is crossed-chargeable at the end of the fiscal year.
