PORTFOLIO MANAGEMENT

SHAREKHAN PORTFOLIO MANAGEMENT SERVICE

Stock Market Expertise, Exclusively for you!

Platinum Circle is our personalized investment service for clients standing with over. 25 Lakhs of initial investment. Your Equity Advisor will not only create a personalised investment strategy for you but will also constantly track latest market opportunities to minimize risk & Maximise returns on your Investment.

PMS Vs other investment opportunities

1. Fixed Deposits

–Pros

• Fixed returns 
• Capital protection

–Cons

• Low returns coupled with high tax leads to returns of around 4% per annum
• No possibility of riding on markets to maximize wealth creation

2. Trading on your own

–Pros

• Complete control over investment

–Cons

• Very high time involvement
• Need for in-depth research
• Chances of not booking losses
• Over exposure to certain stocks/ ideas
• Over leveraging
• Possibility of lack of discipline on trading

3. Mutual Funds

–Pros

• Can start of with a very low initial investment
• Ideal for small time investors

–Cons

• No personalized portfolio/ investment created
• Not suitable for HNIs
• Too many inbuilt charges which reduce returns coupled with complete lack of transparency
• Incase of falling markets Fund Manager cannot liquidate to stop the erosion in fund value

Talk to our specialists and they’ll help you choose a PMS Plan that suits your ‘risk taking appetite’ and ‘expectation from the market’

1. Focus on absolute returns: Our Long-short strategies in Index/stock futures and index oriented funds ensure the perfect hedge against high market levels.
2. We charge fees only on profits: We charge fees only when you make a profit. ProTech PMs has zero AMC or maintenance charges.
3. Systematically timing the market: ProTech works by timing the stock market using technical analysis. This is done by picking Stocks/Nifty before the infection points in their trading cycles.
4. Disciplined approach: While making investments based on market view, care is taken to maintain proportion of weightage for particular product and particular Stock/Nifty.
5. Product Range: ProTech PMS has a range of 4 product schemes to choose from based on your risk-return appetites. You can choose between an automated model and a portfolio managed by our fund managers

Difficult for Clients!

• Tracking the Market is a full time job
• Judging the impact of the News for sectors & script may not be always possible
• Maintaining the news flow & apply at proper time is difficult
• Availability of basic Research may not always be possible
• Basic fund management rules may not be in place like investment Philosophy, Sector Allocation, Script Allocation, etc.

Ideal Investment Platform for HNIs??

4 Reasons why Sharekhan PMS is more than Management :

• For any market condition: Choose from our range of PMS products that are designed to perform in any market based on your investment objectives. 
• Exclusive Service: Proactive management of your funds by fund manager; backed by a Central Research team of Analysts and serviced by your dedicated Relationship Manager
• Performance-Focused: Profit-sharing option with PMS ProTech and not based on churn
• Convenient Reporting: Regular up-to-date views of portfolio

Sharekhan Portfolio Management Services,

PMS schemes that suit your needs:

• PROPRIME: Investing on Fundamentals
• PROTECH - NIFTY THRIFTY: Technical Analysis Trading
• PROTECH - DIVERSIFIED: Investing on Technicals and also in Fundamentals Moderate Risk, High Return product