How our PMS work

Why us?

How We do?

  • Experienced & Visionary Leader
  • Highly Qualified team
  • One stop solution for all your Financial Needs
  • Focused & Motivated Research Team
  • Sectorial Coverage
  • Real time Support & Advisory
  • Trusted by more than 1 Lakh clients
  • Transparency & Accountability
Why Managed Fund?

Why Managed Fund?

Why Managed Fund?

  • Quality, not quantity - Concentrated portfolio eliminate small holdings and ensure diversification.
  • Ownership - Ownership of the stocks lies with the investor.
  • Buy & Hold - low churn helps in avoiding early exit and allows investor to enjoy further rally.
  • Freedom - No Compulsion to sell a Good performing stock.
  • Customization – Portfolio could be maintained independently as per investor’s specification.

Stock Selection Process

PMS PROCESS
01
Stock Universe of 3000+ Companies
PMS PROCESS
02
Market Capitalization & Sectorial Classification
PMS PROCESS
03
Market & Financial Attractiveness
PMS PROCESS
04
Renowned Management & sound track record
PMS PROCESS
05
Moat Analysis
PMS PROCESS
06
Valuation, Entry & Exit Levels
PMS PROCESS
07
Hem PMS Dream Portfolio

Stock Selection Process

PMS PROCESS
01
Stock Universe of 3000+ Companies
PMS PROCESS
02
Market Capitalization & Sectorial Classification
PMS PROCESS
03
Market & Financial Attractiveness
PMS PROCESS
04
Renowned Management & sound track record
PMS PROCESS
05
Moat Analysis
PMS PROCESS
06
Valuation, Entry & Exit Levels
PMS PROCESS
07
Hem PMS Dream Portfolio
Investments Style

Investment Style

Focused Portfolio of ~25 scripts
Maximum Sector Allocation- 25%
Maximum Stock Weight- 10%
Risk Monitoring Process
Buy & Hold Strategy
Investments Style

Investment Style

Focused Portfolio of ~25 scripts
Maximum Sector Allocation- 25%
Maximum Stock Weight- 10%
Risk Monitoring Process
Buy & Hold Strategy

Dream Philosophy

  • Balance between greed and gain

  • Wealth Creation

  • Long Term Horizon

  • Fundamentally Strong Scripts

  • Focus on Attractively Valued Stocks

Dream Philosophy

  • Balance between greed and gain
  • Wealth Creation
  • Long Term Horizon
  • Fundamentally Strong Scripts
  • Focus on Attractively Valued Stocks

Features

ATTENTION INVESTOR