Facebook Youtube Whatsapp
Login
Login

Portfolio Management Services (PMS)

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.
  • Our PMS solutions relieves The Investor From volatility by capturing the upsides and protecting from the downsides.
  • Just See Your Money Growing by assigning us as your asset managers

NOTE : Conflux Investment Services LLP is only offering distribution of PMS services and not registered as SEBI Portfolio Management Services (PMS).

Why through us?

Professional and Active management

A very professional approach with real time decision making.

Transparency & Diversification

We offer easy to track and diversified services for your best interest.

Individual Investment Plans

Dedicated individual investment plans as per your choice and attitude.

Superior Returns

We are here to double your profits by maximising the returns.

Minimizes Risk

Deep research and analysis to reduce the risk factor.

Leverage

Making the profits to be greater than the interest payable.

Marcellus PMS

INVESTMENT PHILOSOPHY

At Marcellus, our primary motive is to influence accurate capital allocation in the Indian economy. We are able to do this by channelling household savings towards high rewarding companies with long track records of efficient capital allocation, which leads to superior returns for savers.

Consistent Compounders – Multicap

  • Invest in a concentrated portfolio of heavily moated companies that deliver healthy earning growth over long periods. .
  • 25.21% since inception (Dec,2018) vs Nifty 15.06%

    • Kings of Capital

  • It owns 10-14 high quality Financial companies like Banks, NBFCs, life & general insurers, asset managers, etc.
  • 28.53% since inception (July, 2020)

    • Little Champs – Small Cap

  • A concentrated portfolio that delivered healthy earning growth over long periods
  • 44.64% since inception (Aug,2019) vs Nifty 38.60%

    • Ambit PMS

    WHY CHOOSE US

    Our PMS Business Is Based On Three Guiding Principles:​
    • Customer-centricity with unparalleled access to portfolio managers
    • Sharply Focused solutions matched to clients ‘ super needs
    • De-risking of Equities

    Ambit Coffee Can

  • A concentrated portfolio of 10-15 large cap companies and have delivered ROCE>15% YOY for a decade or more.
  • 19.73% since inception (March, 2017) vs Nifty50 12.88%

    • Ambit Good & Clean India Fund

  • A Midcap strategy, investing in high quality Mid cap companies with good governance & prudent capital allocation record.
  • 14.32% since inception (March, 2015) vs Nifty Midcap 9.77%

    • Emerging Giants

  • A small-cap market, dominating franchises which invests in companies with market caps less than 2500 cr
  • 14.88% since inception (Dec, 2017) vs BSE Smallcap 3.51%

    • Motilal Oswal PMS?

    WHY CHOOSE US

    • Multiple Product Offerings
    • Diversified Portfolio management to reduce risk
    • Active switching from one strategy to another
    • Monthly Performance reports
    • Quality stock Selections

    Motilal Value- Large Cap

  • 20 large cap stocks with the Investment philosophy of Burn Right & Sit Tight & QGLP
  • 20.12% since inception (Feb, 2003) vs Nifty50 17.22%

    • Motilal BOP – Multicap

  • Primary focus on Consumer Discretionary, Private Banks, Agriculture.
  • 10.22% since inception (Dec,2017) vs Nifty500 10.17%

    • Motilal Focused Midcap

  • Ranked 101-400 as per market capitalization with a focus portfolio around 15-20 stocks.
  • 49.97% since inception vs Nifty Mid & Small 36.46%

    • ASK PMS

    WHY CHOOSE US

    At ASK Investment Managers (ASK IM), we design concepts to provide differentiated, customised solutions, with all of them adhering to our common and consistent investment philosophy. We aim at creating long-term sustained wealth for you, short-term volatility notwithstanding.

    ASK IEP-Multicap

  • Having minimum Rs 100 cr of PBT with more than 25% Promoter holdings & ROCE > 25%.
  • 18.61% since inception (Jan,2010) vs BSE500 10.08%

    • Ask India Select – Multicap

  • The strategy would be to invest into companies which has a trailing 4 quarters of PBT >75 crs & a minimum margin of safety of 15%.
  • 16.09% since inception (Dec,2017) vs BSE500 9.69%