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Do you have portfolio above 25 lakhs.

According to SEBI guidelines minimum investment required for PMS is Rs. 25 Lakhs

With over 30 years of exellence in securities market, Asit C.Mehta Investment Interrmediates Limited has an exemplary array in understanding the investment objective, structure and managing portfolios of investors. Our PMS is an opportunity to see your investment grow.

Key Benefits of our Portfolio Management Services

Portfolio diversification for non-systematic risks in equity market
Active portfolio risk management

Experienced and robust portfolio management team
Event-based interaction with fund management team
Servicing from large network of branches/associates across India
Effecient and personalized client servicing

Our Investment Philosophy is based on the philosophy of Benjamin Graham and Warren Buffett

Structured Value Investing Engine

Value investment philosophy

Our Products

A structured value investing Total-Cap strategy of 25 equal-weighted, most undervalued, high quality stocks in risk-mitigated & alpha

Total-cap universe consists of stocks with greater than INR 1000Cr market capitalization and a minimum average daily liquidity of generating Scientific Alpha framework. INR 1Cr over preceding 3 months.

TR Performance Last Last Last Last Since
(as of Dec 31, 2018) 1 YR 3 YR 5 YR 10 YR Inception
Portfolio -7.5% 23% 27.9% 30.5% 29.6%
Benchmark -3.4% 10.9% 13.3% 14.9% 16.7%
Excess Return -4.1% 12.1% 14.6% 15.7% 12.9%
Note: CAGR return

A structured value investing strategic asset allocation strategy that allocates to Broad market equity, fixed income and cash based on the relative valuation in risk-mitigated & alpha generating Scientific Alpha framework.

TR Performance Last Last Last Last Since
(as of Dec 31, 2018) 1 YR 3 YR 5 YR 10 YR Inception
Portfolio -4.3% 20.4% 24.3% 26.3% 28.6%
Benchmark -3.4% 10.9% 13.3% 14.9% 16.7%
Excess Return -1.0% 9.5% 11.0% 11.4% 11.9%
Note: Total return implies reinvestment and growth of any income at the strategy growth rate. Price return implies the CAGR of the principal amount after paying out the regular income.

A structured value investing strategy that regularly pays out up to 1% of the NAV per month month.

The strategy allocates to Broad market equity and debt securities in risk mitigated & alpha generating Scientific Alpha framework.

TR Performance Last Last Last Last Since
(as of Dec 31, 2018) 1 YR 3 YR 5 YR 10 YR Inception
Principal -12.3% 8.9% 12.1% 13.5% 15.8%
Div Year 2018(YTD) 2017 2016 2015 2014
Div Yield 11.05% 14.27% 12.56% 11.92% 14.51%
Note: Total return implies reinvestment and growth of any income at the strategy growth rate. Price return implies the CAGR of the principal amount after paying out the regular income.

Our Managment

Mr. Asit C. Mehta (Group Chairman)

Mr. Asit C. Mehta is a Chartered Accountant and a Seasoned Capital Market Professional with experience of corporate finance markets

Mrs. Deena Mehta (Managing Director)

Mrs. Deena Mehta is Chartered Accountant, Masters in Management Studies (Finance), and Fellow Member of Securities and Investment Institute London. She is a former President of Bombay Stock Exchange and has the honour of being the first woman Director on Board of BSE as well as being the first woman President.

Mr. Akhil Rathi (Principal Officer)

Mr. Akhil Rathi an MBA is associated with the Group for the past 7 years and has been into financial services formore than10 years

Start Your PMS Investment Journey Here

Offering customized portfolio management services based on years of experience and a value-based investment philosophy, Investmentz is committed to providing its clients with reliable portfolio management at all times. Having worked with clients who have diversified portfolio requirements and needs, we are efficiently equipped to handle all kinds of challenges and this is reflected in the high standard of PMS investment services that we provide. Investmentz is also an esteemed PMS service provider for equity portfolio management and portfolio risk management.

Open a PMS account with us today and let us guide you and grow your investment with our online PMS services!

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