How our PMS work

Why us?

Why us?

  • 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

  • PMS Type
    Type

    Open Ended Scheme


  • PMS Stretegy
    Strategy

    DREAM Multi-Cap Strategy

  • PMS Benchmark
    Benchmark

    Nifty50 and Nifty500


  • PMS Amount
    Investment Amount

    Rs. 50 Lacs and Above


  • PMS Mode of Investments
    Mode of Investment

    Cash or Securities or a combination of both

Request Callback!

ATTENTION INVESTOR:
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.    2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.    3. Pay 20% upfront margin of the transaction value to trade in cash market segment.    4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs)( issued vide circular reference -- for NSE- NSE/INSP/45191 dated July 31, 2020 & NSE/INSP/45534 dated August 31, 2020 and for BSE - issued vide notice no. 20200731-7 dated July 31, 2020 & 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.   5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.     6.) Hem Securities Limited and Hem Finlease Private Limited are engaged in Client based and proprietary trading on various stock exchanges. Dear Clients, charges for Depository Services has been revised with effect from 29,08, 2020 and Revised Tariff Structure   7.) Prevent Unauthorized Transactions in your account- Update your mobile number/ E-mail ID with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/ email at the end of the day.    8.) Please read the Risk Disclosure Document and Do's & Dont's prescribed by the Exchanges carefully before investing.    9.) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.    10.) Prevent Unauthorized Transactions in your demat account - Update your Mobile Number with your stock brokers and Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day.   11.) No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.   12.) Disclaimer: Hem Securities Limited and Hem Finlease Private Limited are engaged in Client based and proprietary trading on various stock exchanges.
ATTENTION INVESTOR:
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.    2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.    3. Pay 20% upfront margin of the transaction value to trade in cash market segment.    4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs)( issued vide circular reference -- for NSE- NSE/INSP/45191 dated July 31, 2020 & NSE/INSP/45534 dated August 31, 2020 and for BSE - issued vide notice no. 20200731-7 dated July 31, 2020 & 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.   5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.     6.) Hem Securities Limited and Hem Finlease Private Limited are engaged in Client based and proprietary trading on various stock exchanges. Dear Clients, charges for Depository Services has been revised with effect from 29,08, 2020 and Revised Tariff Structure   7.) Prevent Unauthorized Transactions in your account- Update your mobile number/ E-mail ID with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/ email at the end of the day.    8.) Please read the Risk Disclosure Document and Do's & Dont's prescribed by the Exchanges carefully before investing.    9.) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.    10.) Prevent Unauthorized Transactions in your demat account - Update your Mobile Number with your stock brokers and Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day.   11.) No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.   12.) Disclaimer: Hem Securities Limited and Hem Finlease Private Limited are engaged in Client based and proprietary trading on various stock exchanges.