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Why Portfolio Management
Services? |
Portfolio Management
Services is a customized
wealth management solution
for investors seeking to
enjoy flavor of equity as an
asset class with a long term
investment objective.
Portfolio Management
Services is an ideal vehicle
for wealth creation with the
help of expert knowledge of
focused fund managers
blended with a customized
approach towards equity
investments depending upon
individuals risk appetite
and investment preferences.
Portfolio Management
Services is a unique
solution for those who are
looking forward to tap the
growth opportunities in the
financial markets but do not
have the time and
specialized skills required
for the same. At Sushil
Finance we provide solutions
which will help you relax
while your money continues
to work for you through the
Sushil Finance Value
Portfolio Management
Services. |
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What is Discretionary
Portfolio Management
Services |
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A discretionary portfolio
management allows you to
delegate the responsibility
of managing your investments
to a team of investment
experts who understand your
investment goals and work
towards achieving them. They
will take complete
responsibility for managing
your investments and take
investment decisions in your
best interests. The team
comprises of research
analysts, investment
managers who actively look
out for fresh investment
opportunities and also book
profits at appropriate time.
The investments are made
with a medium and long term
perspective on the basis of
sound fundamental
understanding of company and
its business. |
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Portfolio Management
Services Vs Mutual Fund
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Portfolio
Management
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Mutual Fund |
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Low Cost |
High Cost |
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Personalized Fund
Management |
Standard Fund
Management |
Live interaction
with portfolio
managers
and analysts |
No
interaction with
Fund Managers |
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More flexibility in
fund management
leading to improved
returns |
Lack of
flexibility leads to
deterioration in
returns |
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Small corpus -return
positive |
Large corpus -
return negative |
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Professional and experienced
investment management |
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We have team of highly
qualified professionals who
will actively monitor and
manage your investments |
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Conservative stock picking
yet proactive investment
management |
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At Sushil Finance, we
strongly believe that safety
of principal is primary and
we do not get carried away
by market momentum. We
believe in investments with
adequate margin of safety
and keep an active watch on
fundamentals of the
companies we invest in. |
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Trust developed over years
of ethical practice |
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Ethics and integrity are
imbibed in Sushil Finance
culture and we always
believe that our success is
measured by our clients
trust in our abilities. |
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Strong research team |
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Sushil Finance has a strong
research team comprising of
analysts tracking various
sectors and continuously
striving hard for finding
new investment
opportunities. Our analysts
have a track record of
consistently finding
excellent investment ideas
which have given above
average returns to the
investors |
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Experienced investment
committee to overview
portfolio management |
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Sushil Finance has come out
with a novel concept wherein
all investment decision will
be approved by an investment
committee which will
comprise members with rich
experience in investments
and fund management. |
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Investment Philosophy |
We follow a simple yet
effective philosophy of
wealth creation through a
long-term investment
strategy that focuses on
quality and undervalued
businesses run by people of
competence and integrity. We
firmly believe that there
will always be opportunities
for wealth creation,
irrespective of the Sensex
movements. At Sushil
Finance, we follow an
elaborate procedure of
studying each company in
detail before we in invest
in them.
- We assess the size
and durability of the
opportunity
- We focus on the
track record of the
company, pedigree of the
management, quality of
earnings, growth
potential and most
importantly,
sustainability of
earnings/ growth.
- We then shortlist
companies applying
various quantitative and
qualitative filters.
- We constantly
monitor the business and
revise the values
accordingly.
- We follow a
disciplined approach to
investing.
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Scheme Features
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Duration of investment for
Portfolio Management
Services & Lock in Period |
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There is no lock in period
in our PMS. However it’s
advisable to keep portfolio
invested over a longer term
(15-18 months) as in the
long run, equities tend to
give consistently good
returns and outperform all
other asset classes. |
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Rate of Return |
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As per SEBI regulations,
returns cannot be
guaranteed. Our endeavor
will be not only to beat
benchmark indices like the
Nifty but also perform
better than our peers in the
industry. |
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FAQ's:
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Who can invest? |
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Any individual/ NRI / POI
who wants to invest money
with the intention of
preserving and growing his
capital may use Sushil
Finance's Portfolio
Management Services. |
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Reports |
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All portfolio clients will
receive a Portfolio
Performance Report on a
monthly basis and a
Transaction Statement along
with a statement comparing
the performance of the
portfolio to the benchmark
indices on a quarterly
basis. |
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Why invest in India? |
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Indian economy in the 21st
century is characterized by
rapid all round growth,
globalization, strength of
its intellectual capital,
and unbridled spirit of
entrepreneurship. It is a
good time for you to invest
and take advantage of
opportunities available in
the market. Also, investing
safely helps you make your
money grow and not be a
victim to inflation or other
forces that may decrease
your purchasing power. |
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Is there any minimum amount
that has to be invested? If
yes, how much? |
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The minimum investment is Rs
10 Lakhs. |
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Please Note:
Investors are not being
offered any guaranteed /
assured returns. Investments
in securities are subject to
market risks. The value of
investments may go up or
down depending on the
various factors and forces
affecting the capital
markets. Past Performance of
Sushil Finance Portfolio
Management Services does not
indicate the future
performance of our Portfolio
Management services.
Investors are urged to read
the Disclosure Document
before signing the
agreement. Our Portfolio
Management Services is
offered to investors who
clearly understand the
long-term potential of
equities and the associated
risks. |
