Portfolio ManagementServices (PMS)
Diversified investment strategies managed by expert fund managers across various market capitalizations. Professional portfolio management with superior risk-adjusted returns and transparent performance tracking.
13 Strategies
Diversified investment approaches
Expert Managers
Experienced fund managers
All Categories
Large, Mid, Small & Multi Cap
Risk Management
Professional risk controls
Categories
Fund Manager
Pankaj Murarka
Strategy
A concentrated portfolio that invests in companies across businesses which are at different states of their business lifecycles. Fund follows framework of Sustainable Quality Growth at Reasonable Price (SQGARP).
Exit Load
1.0% (1st & 2nd year), Nil (3rd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Aman Chowhan
Strategy
A benchmark-agnostic multicap strategy that aims to generate alpha and risk adjusted returns. Follows MEETS Framework: Management, Earnings, Events/Trends, Timing and Structural.
Exit Load
1.5% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Alok Agarwal
Strategy
A multicap strategy which follows a proprietary eQGP framework in order to identify top companies. The philosophy of the product is to get aggressive in a risk-on environment and defensive in a risk-off environment.
Exit Load
1.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Rakesh Tarway
Strategy
Aims to deliver superior returns by investing in midcap stocks that can benefit from growth in earnings and re-rating of businesses. A bottom up approach identifying high quality companies, having superior growth and sustainable competitive advantage.
Exit Load
2.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Aman Chowhan
Strategy
Invests in midcap and smallcaps which aims to generate alpha for a 3-5 year holding period. The fund follows bottom-up fundamental research based investing.
Exit Load
1.5% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Kunal Shah
Strategy
Carnelian Shift Strategy aims to tap into long-term structural opportunities in manufacturing and tech-driven evolution. It follows QGARP approach, investing in ~25 high-quality mid and small-cap companies with niche capabilities.
Exit Load
1.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Vaibhav Agrawal
Strategy
Objective is to invest in Indian businesses where founders or top management have a 'Skin In The Game' and responsible for growth and success of the company. Investment objective is two-fold i.e., Capital Preservation & Capital Appreciation.
Exit Load
2.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Vaibhav Agrawal
Strategy
A Multicap strategy where manager decides Mcap allocation depending on market conditions. Aims for Long term compounding by investing in good businesses run by great managers. Target companies will be respective market leaders with high earnings growth.
Exit Load
2.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Gaurav Mehta
Strategy
SBI AEON is an All-Weather Portfolio Strategy. And aims a 3-in-1 portfolio with ~20 stocks i.e., combination of long-term structural ideas, medium-term tactical opportunities and active cash calls. The fund follows a Core and Satellite approach.
Exit Load
1.0% (1st year), Nil (2nd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Sachin Khivasara
Strategy
Invests in large cap and small caps to generate superior returns with some safety (via large caps). Follow a Core & Satellite framework which allows them to adopt an 'Aggressive stance' when they intend to generate superior returns, and adopt a 'Defensive stance' when they want to protect capital.
Exit Load
Nil
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Pankaj Murarka
Strategy
Renaissance India Next portfolio is Flexi Cap oriented strategy. And shall invest in high quality, high growth companies at reasonable valuations. It is a diversified portfolio with no sector bias and is constructed on bottom up basis with best investment ideas.
Exit Load
1.0% (1st & 2nd year), Nil (3rd year onwards)
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
PrithviRaj
Strategy
The fund investment objective is to focus on identifying unique investment opportunities. The aim is to generate superior (risk adjusted) returns with due emphasis on capital preservation. Risk management framework include in-depth stock reviews, exposure limits, and marketable liquidity assessment.
Exit Load
Nil
Performance (CAGR %)
Top 5 Holdings
Allocation
Fund Manager
Atul Suri
Strategy
The fund investment objective is to 'Buy Strength and Sell Weakness'. The fund avoids the Unknowns, Focus on the Known by considering factors like Currency Fluctuations, Industrial Trends, Global Macroeconomy and other factors. The funds under this scheme will get invested in growth stocks with momentum.
Exit Load
Nil
Performance (CAGR %)
Top 5 Holdings
Allocation
Why Choose Our PMS Services?
Professional portfolio management with proven track records and transparent processes
Superior Returns
Consistent outperformance with risk-adjusted returns across market cycles
Expert Management
Experienced fund managers with proven track records and deep market expertise
Risk Management
Comprehensive risk controls and diversification strategies to protect capital
Customized Strategies
Tailored investment approaches across different market capitalizations and themes
Transparent Reporting
Regular performance updates and detailed portfolio reporting for complete transparency
Diversified Options
Wide range of strategies from conservative large-cap to aggressive small-cap approaches
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