In House PMS

In House SMC

SMC Investments and Advisors is a SEBI registered Portfolio Manager. We offer portfolio management services to the investors with an option to customize their equity portfolios through personalized investment mandates.
Minimum Investment: INR 25 Lacs (as per SEBI regulations)

Why PMS with SMC?

  • Independent & Customized service for sophisticated investors
  •  Individually managed accounts.
  •  Robust investment process and philosophy
  • Sophisticated suite of products – expertise in managing investments across asset classes
  • Superior client servicing and high level of transparency
  • Experienced Investment and Research Team

PMS Products @SMC:
SMC PMS look to generate capital appreciation by investing into a well diversified equity portfolios. These are structured to suit different risk profiles of various investors.
Investment Philosophy:

    •  Growth at a reasonable price
    • Top Down and Bottom Up approach
    • Long-term Investment Horizon
    • Risk Cognizant Process

*Some of these products are offered/shall be offered under referral arrangements with third party experts in these services.

PMS Update – Moderate Dec 18

Disclosure Document (June, 2018)

OUR PMS

MODERATE PORTFOLIO

This PMS is suitable for investors who have low to medium risk appetite. The investment objective is to seek capital appreciation.

Portfolio Update October 2018 

Portfolio Strategy:
  • This portfolio will invest predominantly in large and midcap companies.
  • The focus will be on stock selection upcoming businesses and in high growth sectors.
  • The portfolio will be managed with lower portfolio turnover and it may also take small exposure to cash or short term debt, whenever felt necessary
Moderate PMS
Corporate Action PMS

CORPORATE ACTION PORTFOLIO

  • To build the equity portfolio to generate returns through Price mismatch and expected corporate actions opportunities in equity or equity related instruments due to anticipated corporate actions such as Dividend, Buy-Back, Merger-Demerger, Open Offer, Delisting and Rights, Bonus, Split, OFS and other.
  • Focus will be on early identification of the companies with anticipation of respective corporate actions.
  • Not more than 30% of the fund would be allocated in single corporate action (Indicative, as per the discretion of the fund manager)

EQUITY QUANT STRATEGY PORTFOLIO

  • To build the equity portfolio to generate returns through Price mismatch and expected corporate actions opportunities in equity or equity related instruments due to anticipated corporate actions such as Dividend, Buy-Back, Merger-Demerger, Open Offer, Delisting and Rights, Bonus, Split, OFS and other.
  • Focus will be on early identification of the companies with anticipation of respective corporate actions.
  • Not more than 30% of the fund would be allocated in single corporate action (Indicative, as per the discretion of the fund manager)
EQUITY QUANT STRATEGY PORTFOLIO
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