We offer onshore Wealth Advisory & Portfolio Management Services and provide investment solutions from a basket of selected in-house and external manager products.
We offer comprehensive profiling to our Wealth clients and manage their portfolios along with extensive Estate / Succession Planning, Investment Managements, Asset Class Diversification, Taxations etc.
PMS Portfolios
Prime Agile: Prime Agile is our latest offering, in line with our efforts to provide unique propositions that are best suited to the investors in ever changing markets. Prime Agile is an absolute returns strategy that aims to generate absolute returns by buying a high conviction stock portfolio (8-15 stocks from BSE 200) and hedging this market position to reduce risk. Key points-
1.) Endeavor to generate an absolute return in any given condition, whether a falling or a rising market.
2.) Mandate to maintain a hedged portfolio, hence relatively less risky vis-à-vis long only equity.
3.) Regularly book profits to enjoy actual gains and not just notional gains.
Prime Focus Fund of Fund: Prime Focus FoF is a fund of fund that aims to achieve capital appreciation by investing in best in class diversified equity mutual funds that invest in Indian equity stocks. A proprietary model developed by Prime investment research team selects a portfolio of funds from a large universe of diversified equity funds and covers the best of investment styles (Value /Growth) and market capitalizations (Large cap / Midcap). Benefits to investors are manifold including, Expert Advice, Constant Monitoring, Timely Rebalancing and Convenience of consolidated statements.
Prime Nuggets: Prime’s flagship portfolio based on Prime’s key stength in mid cap ideas. The portfolio is sector agnostic concentrated portfolio with a bottom-up stock picking approach. The number of stocks in a portfolio range between 8-15. The portfolio allocation is 65% in Mid & Small Cap companies and 3% in Large-Cap Companies.
Prime Ballast: A must have portfolio for every investor. The jewels of India to be held for long term wealth creation. The strategy to invest in large cap stocks with robust business models growing at a pace equal to or greater than the country’s growth. 30% of the portfolio can be invested in large cap ideas for short term returns as a result of directional calls or special situations like delisting opportunity etc. The portfolio follows a buy and hold strategy. An investment that an investor would want to leave as inheritance for the next generation.
Prime Debt: Customized debt investment solution for large investor across debt securities viz MF, Bonds, CD’s etc. through primary and secondary markets.
