Prudent Equity Growth Strategy

The Prudent Equity growth strategy PMS follows a sector and market cap agnostic strategy which intends to combine growth and value investing to achieve superior risk-adjusted returns over the long term. The strategy seeks to generate alpha by focusing on both capital appreciation and capital protection.

Investment Style

The PMS will follow bottom-up investing style which involves combining growth and value investing for achieving superior risk-adjusted returns.

Investment Universe

The PMS will follow a sector and market cap agnostic approach to identify investments. Hence it consists of diverse companies across different sizes.

Benchmark

The benchmark index with which the performance of the PMS is set to be compared will be S&P BSE 500.

Minimum Investment

As per regulations, the minimum investment amount required from investors in the PMS is Rs.50 lakhs.

Investment Horizon

The advisable time horizon for the strategy is 3- 5 years.

Reporting Standard

The investor will receive log-in credentials using which one can track investments on a daily basis. We also provide periodic portfolio reports to the investors.

Our Partners

The Securities and Exchange Board of India requires Portfolio manager to engage an external fund accountant and custodian to ensure the safekeeping of client securities. We've chosen Nuvama Custodial Services as our custodian, with State Bank of India, HDFC Bank serving as our banking partners.

/
/
/

Prudent Equity Growth Strategy

The Prudent Equity growth strategy PMS follows a sector and market cap agnostic strategy which intends to combine growth and value investing to achieve superior risk-adjusted returns over the long term. The strategy seeks to generate alpha by focusing on both capital appreciation and capital protection.

Investment Style

The PMS will follow bottom-up investing style which involves combining growth and value investing for achieving superior risk-adjusted returns.

Investment Universe

The PMS will follow a sector and market cap agnostic approach to identify investments. Hence it consists of diverse companies across different sizes.

Benchmark

The benchmark index with which the performance of the PMS is set to be compared will be S&P BSE 500.

Minimum Investment

As per regulations, the minimum investment amount required from investors in the PMS is Rs.50 lakhs.

Investment Horizon

The advisable time horizon for the strategy is 3- 5 years.

Reporting Standard

The investor will receive log-in credentials using which one can track investments on a daily basis. We also provide periodic portfolio reports to the investors.

Our Partners

The Securities and Exchange Board of India requires Portfolio manager to engage an external fund accountant and custodian to ensure the safekeeping of client securities. We've chosen Nuvama Custodial Services as our custodian, with State Bank of India, HDFC Bank serving as our banking partners.

/
/
/

Frequently Asked Questions

Portfolio Management Services refer to professional services offered by portfolio managers or investment firms to manage investment portfolios on behalf of clients. 

Resident Individuals, Non-Resident Indians (NRI), Hindu Undivided Families (HUF), Body Corporates, Trusts and Partnership Firms are eligible to make investment in PMS.

We accept the investment commitment through NEFT/RTGS and cheque.

We provide both online and offline onboarding options to the investors.

After initial capital commitment of Rs.50 Lakhs. The investors can invest in multiple of Rs.1 lakhs and above through SIP route.

The investors may withdraw partial funds from their portfolio. However, the value of investment in the portfolio after such withdrawal shall not be less than Rs.50 Lakhs.

There is no lock-in of investor's funds. An investor is free to redeem part or whole investment.

3% of exit load is applicable if the withdrawal is made in less than a year.

The tax liability of a PMS investor is the same as that of an investor who accesses the capital markets by himself.

Let's Discuss

Get in touch with us on pms@prudentequity.com

+91-8376014449 Brochure