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Home  > Products > Advisory > Portfolio Management

Portfolio Management

Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialized investment strategies to capitalize on opportunities in the market. SMC Investments and Advisors Ltd offers PMS as an investment vehicle for select investors with an option to personalize and customize portfolios through investment mandates.

Why PMS with SMC?

  • Independent & Customized service for sophisticated investors
  • An exclusive and premium financial services offering – an investment vehicle for select investors with an option to personalize & customize portfolios through investment mandates
  • Individually managed accounts.
  • Robust investment process and philosophy
  • Sophisticated suite of products – expertise in managing investments across asset classes
  • Superior client servicing
  • High level of transparency
  • Experienced Investment Teammanaged

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SMC Investments & Advisors Ltd PMS Equity Portfolios are investment portfolios that look to generate capital appreciation by investing into a diversified portfolio of equity or equity related securities. These portfolios are structured to suit different risk profiles of customers.

Investment Philosophy:

  • Growth at a reasonable price
  • Top Down and Bottom Up
  • Long-term Investment Horizon
  • Risk Cognizant Process
  • Equity Quant PMS: Equity Quant Strategy is a proprietary quantitative model, and it uses a variant of GARCH to forecast volatility. This strategy attempts to identify & optimize Returns & Risk for each stock in the universe using momentum factors based on historical price data. It filters the universe of stocks that comprise the BSE 200 and arrives at a portfolio with the highest Sharpe Ratio.
  • Aggressive PMS: This portfolio is suitable for investors with relatively higher risk profile with inclination for relatively higher returns over a short to medium period. The investment objective of this portfolio is to endeavor to generate capital appreciation by investing in high growth areas of the economy.

    Investment Philosophy:

    • The investment will be made in fairly large and midcap companies with smaller proportion in small caps.
    • The focus will also be on quality management with intent of good corporate governance and upcoming businesses in high growth sectors.
    • The portfolio may also use short term investments in debt or liquid funds so as to maximize the returns or for defensive purposes whenever felt necessary
  • Moderate PMS: This PMS is suitable for investors who have low to medium risk appetite. The investment objective is to seek capital appreciation.

    Portfolio Strategy:

    • This portfolio will invest predominantly in large and midcap companies.
    • The focus will be on stock selection upcoming businesses and in high growth sectors.
    • The portfolio will be managed with lower portfolio turnover and it may also take small exposure to cash or short term debt, whenever felt necessary
  • Conservative PMS: This PMS is suitable for investors having very low risk appetite and who are looking for fairly decent capital exposure. The time horizon to be followed is long.

    Portfolio Strategy:

    • This portfolio will be invested primarily in large cap companies and have a small exposure to mid cap companies.
    • The management of the portfolio will be characterized by longer average holding periods and marginal exposure to cash or short term debt.
    • The portfolio may also use short term investments in debt or liquid funds so as to maximize the returns or for defensive purposes, whenever felt necessary.
  • Corporate Action Opportunities Portfolio:

    • To build the equity portfolio to generate returns through Price mismatch and expected corporate actions opportunities in equity or equity related instruments due to anticipated corporate actions such as Dividend, Buy-Back, Merger-Demerger, Open Offer, Delisting and Rights, Bonus, Split, OFS and other.
    • Focus will be on early identification of the companies with anticipation of respective corporate actions.
    • Not more than 30% of the fund would be allocated in single corporate action (Indicative, as per the discretion of the fund manager)

About SMC

Established in 1990, SMC is one of the leading and well-diversified financial services companies in India offering services across brokerage (across the asset classes of equities (cash and derivatives), commodities and currency), investment banking, wealth management, distribution of third party financial products, research, financing, depository services, insurance broking and clearing services and real estate advisory services to corporate, institutional, high net worth individuals and other retail clients.

serving over
18 Lac
unique clients
Workforce of
Presence in500+ cities & oversease offices in Dubai
large network of
2,500+ sub-brokers & authorised persons
Cumulative AUM under Mutual Funds 3,000+ crores
*As on 31st March 2018

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Disclaimer: Investment in securities and commodities market are subject to market risks, read all the related documents carefully before investing. SMC Global Securities Ltd. (CIN : U67120DL1997PLC188881): NSE INB/ INF/INE 230771431, BSE INB/INF 011343937, MSEI INB/INF 260771432, CDSL/NSDL-IN-DP-130-2015, SMC Research Analyst Registration- INH 100001849 I SMC Comtrade Ltd.: NCDEX/MCX (8200)/ NMCE/ICEX-INZ000035839 I SMC Investments and Advisors Ltd.: PMS INP000003435 I SMC Insurance Brokers Pvt. Ltd., IRDAI Regi: No: DB 272/04, License No. 289 Valid upto 27/01/2020 I Registered Office: 11/6B, Shanti Chamber, Pusa Road, New Delhi-110005, Tel.: (011) 30111000. For any complaints email – igc@smcindiaonline.com, website: www.smctradeonline.com

Insurance is the subject matter of solicitation • All insurance products sold through SMC Insurance Brokers Pvt. Ltd. • Investment Banking Services provided by SMC Capitals Ltd. • Equity PMS and Wealth management services provided by SMC Investments & Advisors Ltd. • IPOs and Mutual Funds distribution services are provided by SMC Global Securities Ltd. • Financing Services provided by Moneywise Financial Services Pvt Ltd. • Commodity broking services provided by SMC Comtrade Ltd. • Real Estate Advisory services are offered through SMC Real Estate Advisors Pvt. Ltd.


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