ACMIIL is a highly trusted name in Indian financial services industry. With 30 years of excellence in securities market we are proud of our integrity and accountability. We have a long history of serving investors to take steps to improve their personal investment needs. We take immense standard measures to improve our business processes for our customers and partners. Currently we are ISO 9001:2015 certified company.

Our Portfolio Management services is an opportunity to see your Investment grow. With a team of highly skilled portfolio managers who understand the investment objective, structure and manage the portfolio enables the investor to be at ease without being a market participant and retain their Valuable time.

LEAVE IT TO EXPERTS – USE OUR PORTFOLIO MANAGEMENT SERVICES (PMS) TO MANAGE YOUR PORTFOLIO.

Every investor is not equipped or may not have the time or willingness to manage his or her equity exposure individually. SEBI recognizes the need to have a regulated discretionary portfolio management service where in the portfolio manager will manage the portfolio after understanding the investment objective and structure. ACMIIL holds a PMS Licence. Further, we have an experienced team in place along with processes to manage your equity and debt holdings.

Key Benefits of Our Portfolio Management Services

  •   Portfolio diversification for containing non-systematic risks and human intervention (personal view) in equity market
  •   Active portfolio risk management
  •   Periodic portfolio rebalancing
  •   Experienced and robust portfolio management team
  •   Efficient and personalized client servicing
  •   Monthly portfolio performance via e-mails
  •   Quarterly performance report statement
  •   Centralized team of service coordinators for hassle-free service
  •   Event-based interaction with fund management team
  •   Servicing from large network of branches/associates across India
  •   Online access to your portfolio with personal Login ID and Password

INVESTMENTZ PHILOSOPHY

WE DO NOT SIMPLY BUY STOCKS; WE HELP PEOPLE BUY VALUABLE BUSINESSES. OUR MOTTO IS TO GIVE TRUE INTRINSIC VALUE TO OUR VALUED CLIENTS WHO TRUST US WITH THEIR MONEY & TIME

At ACMIIL, we combine the scientific approach of investing with the principles of value investing preached by world-renowned investors like Benjamin Graham and Warren Buffet to provide you the best portfolio management services in India. While the scientific approach enables us to be consistent in managing portfolio risk, the principles of value investing enables us to find stocks that are currently undervalued and have the potential to generate wealth of you.

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. Suitable for Investors looking for long term capital gains by taking exposure to equity and have ability to withstand equity market volatility.

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. Suitable for Investors looking for long term capital gains by taking exposure of balanced portfolio of equity, fixed income and cash.

A structured value investing strategy that regularly pays out up to 1% of the NAV per month. The strategy allocates to Broad market equity and debt securities in risk mitigated & alpha generating Scientific Alpha framework. Suitable for investors looking for regular income from equity investments in an inflation protected manner and have ability to withstand equity market volatility.

RESEARCH & INSIGHTS

By Currencies Directed on Jully 07, 2017

By Currencies Directed on Jully 07, 2017

By Currencies Directed on Jully 07, 2017

FAQs

1. What is Portfolio Management Services (PMS)?
Portfolio Management Services (PMS), is a service offered by the Portfolio Manager, an investment portfolio that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

2. What is a PMS Investment account?
A PMS account is an investment portfolio management that comprises equity stocks, debt instruments, and various fixed income instruments. These are managed effectively by a well-trained professional money manager. The best part about share portfolio management (PMS) is that it can be customized very effectively as per the investor’s short and long-term investment objectives.

3. What are Super normal companies and Super normal price?
A. Now a client will think is what is supernormal is it a celebrity which comes daily on newspaper or on television but the reality is supernormal companies which is having good balance sheet with risk migrated. The client sometimes hears from other and follow them buy buying the same share but everybody has different mindset of buying his preference share he will get profit but other who just follow and doesn’t analyse that company then he will ultimately make loss. Other example the client sometimes just hear the big names like HDFC bank and Asian paints and invest in them but they don’t analyse that is that companies will be having good profits after 10 years in future?
B. Super normal price means buying shares who have cheap price but having the capability of doubling its price in future.

4. Who can open PMS account with us?
Ideal for investors: who are looking to invest in asset classes like equity, fixed income, structured products etc, who desire personalised investment solutions, who desire long-term wealth creation, who appreciate a high level of service.

5.Who can one open a PMS account?
Individual, H.N. I’S & Institutions can open a PMS account.

6. How much fund is required to open a PMS account?
Our respected regulator has a minimum criteria of investment sum of Rs. 25 lacs and above as basic investment.

7. What are the benefits of opening PMS account?

  • Professional handling of portfolio tailor made to the needs.
  • When you invest in PMS, you will be owning individual securities unlike in case of an investor in mutual funds who normally owns units of the entire mutual fund that he/she has invested into.
  • Portfolio management services provide investors with all the freedom and flexibility to customize their investment portfolio based on their risk profile and financial objectives.
  • Maximize the Returns on your Investment – if you hire a prudent portfolio manager, he can optimize or maximize the returns on your portfolio.
  • REDUCING THE RISK OF CERTAIN ASSET CLASSES- The market is volatile and thus the most attractive asset/asset classes pose the higher level of risk as well. But with proper portfolio management, the risk can be reduced while maximizing the profit by proper diversification and asset allocation.

8. Should one choose PMS over Mutual Funds?
Yes, as the service is personalised unlike Mutual Funds that go by herd mentality of same portfolio for all at different times.

9. How can I monitor investment?
You get a separate code of your account and you can see your own investment even daily.

10. How can I discuss my portfolio with ACMIIL team?
You can talk to the Fund Manager and explain your needs.

11. How can I transfer funds money in my PMS account?
You can do it by giving a cheque and opening a separate P.M.S. account.

12. Are there risks associated with PMS?
Yes. It is subject to market fluctuations.

  • Market Risk -Market risk is the possibility that a portfolio will be affected by the overall activity of the market.
  • Business Risk – Business risk is another threat to an investor’s holdings. Business risk is when a business’ management may be incompetent or product and/or service becomes obsolete.
  • Liquidity risk – It is the ability of an investor to convert their investment(s) into cash when necessary.
  • Interest rate risk – Interest risk is the result of central bank attempting to manage their country’s economy.

13. what are the tax liabilities for PMS investor?
There won’t be Churning of our schemes for a year; Short Term Capital won’t be applicable so you come under LONG TERM CAPITAL GAINS which is 10%

14. How can one book profits in PMS account?
At the end of completion of one year you can discuss with the Fund Manager and book your profits.

15. How can one withdraw profit from PMS?
There is an exit load if you withdraw in the first year. However, there won’t be any exit load after first year.

16. How can one open a PMS account?
You can open a PMS account by calling us at 022 2858 3458 or email us at [email protected] Even you can visit our office and meet our team at our Andheri office.

17. What are the broad categories of PMS?
PMS in share market is categorized broadly into discretionary and non-discretionary PMS. In case of discretionary PMS, the investment decision remains at discretion of the fund manager. Thus, as a client, you will have no say in the investment process followed by the PMS. On the other hand, in case of non-discretionary PMS, you will only be given ideas and investment suggestions by your portfolio manager. Therefore, you need to note that the choice and timing of your investment decisions are completely at your discretion as the investor. That said, responsibility for trade execution vests completely with your portfolio manager.

18. Why Our PMS?
Our Investment philosophy is based on the philosophy of Benjamin Graham and Warren Buffet
We have standardized investment plans based on our proprietary
Value Investing Framework- Scientific Alpha
We Believe in highest difference between price and value.

19. Why Management Fee?
PMS management fees is for Monitoring and managing your portfolio on day to day basis by portfolio manager. It is the cost for the portfolio manager’s professional service and expertise and for the management working under him

20. If I will make loss in my portfolio under your service?
We pick and focused on 25 stocks only which has strong balance sheet and stocks those beat inflation and risk.

21. Do you commit us Returns?
Stock market is risky because its stock price fluctuates per micro seconds in short it is uncertain. We suggest if you’re planning for long term equity investment and maximize your wealth then PMS is the best service for you. Returns are subject to market risk; No one in this market will give you commitment.

22. How does the taxation work out for PMS?
The income that investors earn from PMS will likely be considered by the tax authorities as income from business. Moreover, unlike MF, PMS need not remain invested to the range of 65% or more in equity for getting the equity taxation benefit. Profits under the PMS investment account will be considered as business income as per the respective income slab, in case of individual investors. Profits can also be considered as long-term or short-term capital gains. It is very crucial to note that the decision on how the income from PMS is treated depends entirely in the CA of the investor or the Income Tax Assessing Officer. As far as the PMS service provider is concerned, they will be sending a yearly audited statement at the end of the respective financial year, which will clearly provide the required details on long and short-term capital gains. Thus, the decision of whether to consider the profit as business income or capital gain vests completely with the investor’s CA.

BLOGS

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Get all your queries answered.

022 2858 3458

Disclosure & Disclaimer

Past performance is not indicative of future performance and future results. It is not possible to invest directly in an index. ACMIIL does not sponsor, endorse, sell or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. However, the recommendations made by ACMIIL could be those that are based on its own research or on the advice of a SEBI registered Investment Adviser.

This document does not constitute an offer of services in jurisdictions where ACMIIL does not have the necessary licenses ACMIIL does not make any express/implied warranties with respect to the indices/securities recommended and shall have no liability for any damages, claims, losses or expenses caused by errors in calculation. ACMIIL makes no representations regarding the advisability of investing in options on the index or any securities recommended by it. This communication is not an offer to sell or a solicitation to buy the securities mentioned.

The information relating to any company mentioned herein is derived from publicly available sources and ACMIIL makes no representation as to the accuracy and completeness of the information. Due to the compounding of returns, returns over periods for a day or more may differ in amount and direction from the target return for the same period. These effects may be more pronounced in funds with larger or inverse multiples and/or in funds with volatile benchmarks. This communication is confidential and is intended solely for the addressee. This document and any communication within it is void 30 days from the date of this presentation. This document would also become void before the expiry of the aforesaid 30 days, in case of change in applicable regulations.

This document should not be forwarded to any other person or copied/reproduced/distributed without the express permission of ACMIIL or its specified associates. Please notify ACMIIL in case you have received this document in error. This communication is not an offer to sell or a solicitation of an offer to buy/sell/deal in any securities/indices discussed herein. Investors are required to carefully consider their investment objectives, risk appetite, risks involved, and the charges and expenses involved, before investing. The material and information contained herein is for informational purposes only.

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