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Concentrated Multi Cap strategy 

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Bias towards Mid Cap & Small Cap Funds

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Sector Agnostic Outlook

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10% Stock limit at the time of investment 

PHILOSOPHY

Companies We
Look For

At SBIPMS, we believe that protecting capital is equally important as growing it. Market Leadership Return on Capital Improving OCF/EBIDTA / Low Leverage

Disproportionate beneficiaries of Economic Growth

Businesses conducive to take the advantage of the size of opportunities

Porter’s 5 Forces - Guiding Principle for evaluation of business

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

We have a dedicated fund manager to manage the scheme along with strength of in-depth research support of SBIFMPL
We have a dedicated fund manager to manage the scheme along with strength of in-depth research support of SBIFMPL
We have a dedicated fund manager to manage the scheme along with strength of in-depth research support of SBIFMPL
We have a dedicated fund manager to manage the scheme along with strength of in-depth research support of SBIFMPL

The Portfolio Managers

portfolio manager Ajit Dange

Mr. Ajit Dange, CFA

Fund Manager and head Institutional PMS

portfolio manager Gaurav Mehta

Mr. Gaurav Mehta

CIO (Equity)

portfolio manager Ravi Ratanpal

Mr. Ravi Ratanpal, FRM

Fund Manager

Get in touch with Us

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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