Portfolio Management Services
At Astute Investment Management, we offer discretionary Portfolio Management Services (PMS), which means that the choice as well as the timing of investment decisions will rest with the Portfolio Manager and as is agreed in the investment management agreement.
Our flagship strategy under discretionary PMS called ‘Multiplier’ aims at capital appreciation in the medium to long term through investment in equities. Even though ‘Multiplier’ is multi-cap oriented, there is a bias towards investing in mid to small cap companies which are under-researched and under-owned and those which offer significant growth prospects. We are sector agnostic and look for opportunities in all sectors provided the companies meet our criteria. We believe that good investments (provided you have a strong filter) are only a few in a year and we would like to focus only on one strategy where stocks which meet our criteria (taking into account the risks) are bought for portfolios under this strategy. We are not of the belief that there is a need to have different strategies (depending on the flavor of the season or what is hot or fashionable) just to be able to raise more money from clients. There is a need for only one strategy which we believe more than adequately covers all investment opportunities that we may come across.
Features of PMS strategy ‘Multiplier’
- Minimum investment of Rs 50 lakhs
- Various statements (Portfolio performance statement, Holding statement, Transaction statement etc) on a quarterly basis
- Investments in this strategy will be only as per SEBI’s rules and regulations on PMS
- The securities/funds will be held in the name of the client