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Concentrated Multi Cap strategy
Bias towards Mid Cap & Small Cap Funds
Sector Agnostic Outlook
10% Stock limit at the time of investment
STRATEGY
Central theme of our Portfolio
Lower cost as compared to a mutual fund
Exclusion of certain sectors/companies/practices based on specific ESG criteria
Absolute Return Focus
Not being slave to benchmark
Multi Cap Strategy
Traversing across market Caps - Large, Mid and Small
High Conviction Stocks
Niche businesses having conducive universe for multi-fold growth
Green is Clean
Investing in companies meeting positive standards of ESG responsibility
Fundamentals driven, well formulated, investment strategy
At least 3-5 years’ investment perspective
Long Only Focused Investing
Disproportionate beneficiaries of Economic Growth at a reasonable price
SBI ADVANTAGE
The Portfolio Managers
Mr. Ajit Govind Dange
Head – PMS (Principal Officer)
Mr. Gaurav Mehta
CIO – Alternatives
Vinaya Datar
Chief Compliance Officer & Company Secretary
Mr. Ravi Ratanpal
Fund Manager
Mr. Pankaj Jain
Fund Manager
Mr. Sundeep Nigudkar
Fund Manager
Mr. Mehraj Ahmed Lone
Fund Manager
Mr. Ankit Gupta
Fund Manager
Mr. Shanmukh Vadrevu
Fixed Income Dealer
Mr. Jimmy Buhariwala
Fixed Income Dealer
Mr. Rijul Maheshwari
Equity Dealer - Alternatives
Mr. Hardik Shah
Credit Analyst
Puja Kasat
Credit Analyst
Mr. Rahul Nair
Credit Analyst
Rupali Somani
Credit Analyst
FAQ
What is Portfolio Management Services (PMS)?
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Who is an ideal PMS investor?
The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
The offerings are usually ideal for investors: who are looking to invest in asset classes like equity, fixed income, structured products etc, who desire personalised investment solutions, who desire long-term wealth creation, who appreciate a high level of service.
What are the modes through which I can make investments in PMS?
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What is the tax treatment in PMS investment?
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