Invest In Equities (Listed, Long only)
In Cash Segment Only (No Future & Options)
Minimum Investment Of INR 50 Lakhs
Concentrated portfolio of approximately 35 scripts
Investment in Fundamentally strong companies
Mix of stable and growth oriented companies
Risk Mitigation through maximum sector allocation of 25%#* & stock allocation of 10%*
Timely churning
Consistently providing healthy returns by outperforming the markets.
Higher allocation towards sunshine sectors with optimum diversification through investment in Large/Mid/Small caps
The main objective of HEM DREAM PMS Strategy is to generate wealth over long term by investing in fundamentally sound companies having good management
Note: Performance is calculated on SEBI notified time weighted rate of return method net of all fees and expenses across the fund, an individual client performance may differ from time to time. Past performance is not indicative of future performances. Performance results are shown since 4th March 2020 , inception date of the investment scheme. Performance related information provided herein is not verified by SEBI. All performance presented in percentage terms and are at fund level portfolio
Invest in SME and SMALL CAP (Listed, Long Only)
In Cash Segment Only(No Future & Options)
Minimum Investment of INR 50 Lakhs
Concentrated Portfolio of High Growth Companies
Selecting companies at nascent stage of growth in sunshine sectors
Primarily investing in high conviction SME Micro/Small cap companies
Risk mitigation through maximum stock allocation of 12-14%*
Benefitting investor through fast growing Micro-Cap & SME markets of India
We focus our investment strategy on high growth companies that have distinct selling points and a strong niche.
To generate outstanding returns by capturing opportunities in SME's and small cap scripts
Note: Performance is calculated on SEBI notified time weighted rate of return method net of all fees and expenses across the fund, an individual client performance may differ from time to time. Past performance is not indicative of future performances. Performance results are shown since 17th Feb 2022 , inception date of the investment scheme. Performance related information provided herein is not verified by SEBI. All performance presented in percentage terms and are at fund level portfolio
Note: The fund will make investment in SMEs and small caps stocks, which might be illiquid at the time of your exit(depending on market condition). If we are not able to liquidate stocks at the time of your exit, then we will transfer the stocks to your demat A/C. Please refer to our account opening kit for our compliance policy on allocation of securities in specific/exceptional circumstances. Since SME stocks are traded in lots, the lots purchased/sold at a specific time are proportionally allocated among all the clients. The allocation is done in a manner that ensures fair and equal treatment among all clients. Every reasonable effort is taken by us to execute the trade at the best available price. However, due to the higher bid-offer spread in SME stocks, there may be limitations or challenges in achieving the optimal execution. The determination of the Performance fees shall be made on the Inception Anniversary Date / Closing Date / Partial Withdrawal Date, whichever is earlier Statutory charges and other operational expenses will be charged as per actuals Fees are calculated on the average daily portfolio value payable on a quarterly basis at the end of each calender quarter IRSS Inception Date- 17th February 2022
(Multi-Cap Approach)
(Small & Micro Cap - SME Focused Approach)
Investor
Associates
Login Portal
Investment Process
Disclosure Document
Complaint
Investor Charter
Client Account Opening Kit
Special Situation Compliance Policy
Associates Agreement Form
PMS APMI Illustration
October 2025
November 2025
December 2025
*The data presented are indicative in nature and can change without prior notice
#Excluding BFSI - Banking, Financial Services, Insurance.
I was highly impressed by the services they offered at Hem Securities. It is needless to say that they live up to their legacy. Team HSL goes beyond just advising, they study, evaluate & present you with a thorough plan & are always a ring away for assistance. For someone who believes in data, team HSL sure knows how to provide one. I highly recommend HSL to everyone in need of financial assistance
I've been associated with HSL for a while now. The team at HSL knows what they're doing & they're very good at it. Their competence in creating a balanced protfolio and constant- ly keeping it in line with market's momentum is commendable. The team also has a sharp sense in picking hidden gems in stock universe.
I am extremely delighted to have an opportunity to be associated with Hem Securities. Their service is exemplary, and their advice has proved to be very eddective. With them overseeing my monetary goals, their customized service has really helped me to concentrate on my professional comitments. I really appreciate their clear approach with regards to investing in the market while discouraging speculations which have proven to be beneficial in the long run. Not compromising on their ethics when it comes to making a quick profit in the equity market is another feather in their cap. I am glad to have recommended HSL to my family & close acquaintances who are highly satisfied with the services.
Hem Securities Limited is registered with SEBI as Portfolio Manager under SEBI (Portfolio Managers) Regulations, 1993. This Document is for information purpose only. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers. The performance related information is not verified by SEBI. This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and opinions given are fair and reasonable. Recipients of this information should rely on information/data arising out of their own investigations. Prospec- tive investors are advised to review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision.
None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representa- tives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future.
Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. The performance of the Portfolio may be adversely affected by changes in the market conditions, micro and macro factors and forces affecting capital markets. Risk factors associated with the investment approach are Equity risk, Systematic risk, Concentration risk, Model portfolio risk, Mismatch risk, Execution risk, Low liquidity and Low dividends. To know more about the risk factors, please refer disclosure document available at www.hemsecurities.com.
SPECIAL CONSIDERATION: Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully before investing. https://pms.hemsecurities.com/doc/Disclosure%20Document%20-%20HSL%20PMS.pdf
Our PMS services are available in direct mode, to know more, write to us at pms@hemsecurities.com