Portfolio Management Services

A widely experienced team which has witnessed multiple market cycles ensures that client portfolios and requirements are well understood.  Investment plans are made and reviewed on the basis of the overall framework set out for each client family. An inclusive engagement with each client family ensures all stake holders are encouraged to gain an understanding of the family finances.

Investment Approaches :

Beyond Horizons Equity Approach

The objective of the approach is to generate capital appreciation through investments in equities with long-term perspective.

The approach shall invest in equity and equity related instruments of listed and unlisted companies with long term business growth potential. The portfolio using this approach shall be a mix of Large, Mid and Small Cap stocks. The stock selection shall be based on fundamental analysis of the business and the sector it belongs to.

Dividend Yield Approach  

The objective of the approach is to generate returns through a combination of dividend income and capital appreciation. The approach is aimed at investors seeking to build a portfolio that provides a combination of dividend yield and a reasonable capital appreciation.

The portfolio using this approach will try to invest in equity stocks that have a relatively high dividend yield (i.e. dividend paid in the previous year divided by the current market price), at the point of investment.

Though dividend yield would be one of the prime criteria for selection of stocks, every investment would be done taking into account besides others, the following factors such as business fundamentals, quality of management, industry trends, growth prospects, track record and consistency of dividend payments and volatility of the stock. Investment choice may also be influenced by other parameters like price to book value ratio (price-to-book) and market capitalization to sales ratio (market cap-to-sales), and PE ratio.

Neonate Equity Approach

The objective of the portfolio is to generate capital appreciation through investments in equities with medium to long-term perspective. The portfolio using this approach shall invest in equity and equity related instruments of newly listed companies, pre-IPO companies and companies undertaking IPOs. The portfolio shall be a mix of Large, Mid and Small Cap stocks. The portfolio concentration shall vary based on market conditions. A bottom-up approach shall be followed in stock selection.

The approach shall invest in equity and equity related instruments of companies that have been listed over the past 5 years, pre-IPO companies and companies undertaking IPOs. The portfolio shall be a mix of Large, Mid and Small Cap stocks. The portfolio concentration shall vary based on market conditions.

Asset Allocation Approach 

The investment objective of the approach is to generate long-term capital appreciation from the portfolio.

The approach shall invest in mix of (i) equity and equity related instruments including Equity MFs, Exchange Traded Funds, PMS portfolios, AIFs, Structured products, Preference Shares, Equity shares of listed and unlisted companies and (ii) debt instruments, which shall include Bonds, Debentures, Short term Deposits of banks (both public and private sector).

The proportion of debt and debt related instruments shall be decided on market conditions and risk profile of the client.

Deltabet Equity Approach

The objective of the approach is to generate capital appreciation through investments in equities with long-term perspective.

The approach shall invest in equity and equity related instruments of companies which are essentially mis-priced situations not reflecting underlying positive change in business drivers, sectoral turnaround and special situations. The portfolio using this approach shall be a mix of Large, Mid and Small Cap stocks. The portfolio concentration shall vary based on market conditions.

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Contact no:- 080 4147 9777

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