Portfolio Management Services

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Portfolio Management Services

Portfolio Management Service (PMS) in India is a bespoke professional offering that involves the careful selection and management of a basket of investments aligned with the long-term financial goals and risk tolerance of individual clients. Regulated by the Securities and Exchange Board of India (SEBI), PMS providers operate within the framework of the Indian stock market, catering to the diverse investment needs of their clients. Through rigorous analysis and continuous monitoring, PMS aims to optimize returns while managing risks effectively, thereby providing investors with personalized investment solutions tailored to their specific requirements.

 

KSL’s Portfolio Management Service (PMS) expertise covers the Indian equities market, including large-cap, mid-cap, and small-cap funds. Our investment philosophy revolves around selecting high-quality businesses with a strong competitive advantage, purchased at reasonable valuations, and held for the medium to long term. This approach aligns with SEBI regulations and operates within the Indian stock market framework, aiming to consistently outperform the market and other funds.

KSL Offers

  • Solutions-based portfolio management services on complete need analysis.
  • The benefit of professional money management.

KSL's Approach

  • Research is driven by investment insights.
  • Rigorous back testing of data to validate investment criteria.
  • Continuous research to maintain and enhance information ratio and to mitigate risk of imitation & crowded trades.
  • Multi factor models lending towards market neutral investing, generating both buys and sells.
  • The attributes - dominant player in a niche vertical, aided by policy tailwinds, robust balance sheet, potential to generate high ROE / ROCE are looked for in prospective investee companies.

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Investment
Philosophy

KSL’s PMS expertise ranges across the breadth of the Indian equities market, from blue-chip large cap funds and well-performing mid-cap funds to emerging small caps.
At the heart of the Investment System at KSL is the basic philosophy that a portfolio comprising of a bunch of high quality businesses with a “moat around their business model”, bought at a historically reasonable valuation and held for medium to long term will invariably beat the market and most other funds by a fair margin.

Greater certainty of earnings v/s. mere quantum of earnings growth

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Superior and consistent quality of earnings v/s. mere quantum of earnings growth

pmsp5

Utilise risk mitigation strategies to generate risk adjusted returns

pmsp4

Employ effective capital allocation

High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price

porfolio

Focussed on a growing asset class in India – equities by investing in quality companies in India with high growth potential

porfolio

As a part of our investment process, we strive to develop a deep understanding of the companies in which we invest, through proprietary company specific research.

porfolio

Focus is always upon discovering and taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio

Greater certainty of earnings v/s. mere quantum of earnings growth
Superior and consistent quality of earnings v/s. mere quantum of earnings growth
pmsp5
Utilise risk mitigation strategies to generate risk adjusted returns
pmsp4
Employ effective capital allocation
High quality at a reasonable price v/s. inferior quality at an arithmetically ‘cheap’ price
Focussed on a growing asset class in India – equities by investing in quality companies in India with high growth potential
a2
As a part of our investment process, we strive to develop a deep understanding of the companies in which we invest, through proprietary company specific research.
a2
Focus is always upon discovering and taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio

Strategies

pmservice1 Equity Opportunity Portfolio

Objective

  • To generate steady returns in volatile and changing market conditions.
  • To invest in stocks with short-medium term perspective, for a minimum 15-20% price movement and an upward bias.

Investment Strategy

  • The portfolio is created keeping a close watch on the dynamic conditions of the market.
  • The portfolio will employ a combination of judicious investment strategies to provide optimum returns to investors.
  • The composition of the portfolio will aim to reflect the contemporary market sentiments at any given point of time.
  • The Scheme aims to deliver higher returns in the Short to Medium term by investing in fundamentally strong stocks with a momentum approach, coupled with active profit booking.
  • The attributes - dominant player in a niche vertical, aided by policy tailwinds, robust balance sheet, potential to generate high ROE / ROCE are looked for in prospective investee companies.
  • The portfolio may take aggressive cash calls and increase its cash level to 100% when the view on the markets is negative.
  • Our investment approach would be to identify stocks that have potential to generate returns out of performance over Nifty in the large-cap category.
pmservice2 Equity Midcap & Small Cap Portfolio

Objective

  • To invest in growth oriented companies with sustainable business models backed by strong management capabilities.
  • Emphasis on smaller capitalized companies with a market capitalization not exceeding Rs. 1,000 crore at the time of investment.

Investment Strategy

  • Buy and Hold a basket of 15-25 companies with a medium to long term horizon.
  • De-risked strategy through diversification.
  • Target companies in quest of growth in any market environment.
  • Endeavour shall be to focus on emerging businesses at a nascent stage or matured businesses at attractive valuations.
  • Stocks that may offer trigger events creating potential for unlocking of latent valuation over longer term.
  • The portfolio shall constitute of companies with market capitalization in the range from Rs 1000 Cr and above.
  • The portfolio composition shall be optimized in market capitalization mix as well as sectoral exposure.
  • The portfolio would target to invest in Small and Mid Cap Opportunities that have the potential of delivering above-average growth over the next 2-3 years.

For more information on KSL’s Equity Trading services, contact:

Mr. Pranav Khandwala
pranavk@kslindia.com | +91 22 40767373 / +91 9004699578

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Investor Awareness

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 BSE notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 and NSE circular no. NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 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.

Attention Investors

Prevent Unauthorized Transactions in your trading and/or demat account – Update your
Mobile Number and / or email IDs with your Stock Broker and / or 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 / information of your transactions directly from Exchange on your mobile/email at the end of the day………………….issued in the interest of investors.

“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.”

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.”