Portfolio management services in india

Capstocks Portfolio Management Services (PMS)

CAPSTOCKS is a SEBI approved Portfolio Manager with a longstanding history of 28 years, providing personalised client service and investment advice to individuals and corporate. Clients can rely on the expertise of the team of fundamental and technical analysts to make investment decisions for them. 

Why entrust your investments to a Portfolio Manager like us ?

In today’s fast moving world it is not at all possible or intelligent to do all personal investments on your own. One cannot keep pace with the fast moving markets and information flow on a day to day basis. This is where a Portfolio Manager like Capstocks comes into the picture. CAPSTOCKS Portfolio Management team keeps track of the markets on a daily basis and has at its disposal a lot of information and analytic tools which an investor would not normally have. Also the investor does not have to go through the grind of analyzing balance sheets, income statements or  financial ratios himself. Other technicalities pertaining to shares like dividends, rights, bonus, buy-back, mergers and acquisitions are also be taken care of by us.

Clients can interact with the Portfolio Management team, clear their queries and give their suggestions. The PMS has no entry or exit load and also no lock in period. The PMS can be completely liquidated by the client at any time.

Investment Objective
Our investment goal is to maximize returns through intelligent stock picking and analysis. The main approach is to invest in a mix of securities comprising of front line stocks, mid cap stocks and identified growth stocks. A combination of Fundamental Analysis for identifying prospective scrips and Technical Analysis to time the investments is used to attain good results.

Minimum Portfolio Amount
Minimum amount required for starting PMS is Rs.25 lakhs, as per SEBI regulations. You can also give your existing shares as capital and the same will be valued at market rate.

Portfolio investment Scheme

Choice of investment Schemes

1. Discretionary Scheme

Investment decisions are taken by the Capstocks Portfolio Managers for the clients.

2. Non Discretionary Scheme

Investment decisions on the portfolio are made in consultation with the client.The portfolio is jointly managed by Capstocks and the client.

Taxation

Short term capital gain(shares held for less than 1 year)- 15% 

Long term capital gain – Nil

Company doesnot deduct tax at source.

Annual Audited Report will be provided for Tax purposes.

Management Fee 

Option I
3% flat fee on average Net Asset value(NAV)
Option  II
Fee of 1% on NAV + a share of 20% on profits above 10%

1% fee is debited on average daily NAV. Additionally 20 % of profit is taken as fees on profits above 10%. This charge on profit is calculated after deducting 1% annual fees payable to CAPSTOCKS.

The fees will be charged at the end of the financial year or termination of the PMS agreement whichever is earlier.

PMS Performance (Last Three Years)

Particulars	2016-17	2015-16	2014-15	CAGR
Portfolio Performance (%)	+ 56.7 %	+ 1.7 %	+ 73.2 %	+ 40.2 %
Benchmark Performance % (NSE-NIFTY)	+ 18.5 %	- 8.9 %	+ 26.7 %	+ 15.9 %

*Return calculated only for live clients who have neither added nor withdrawn fund during the period

All investments are subject to market risk.

Past performance is not a guarantee for future returns

Client Reporting 

Clients can know the NAV of their portfolio and how the investments are faring on a daily basis through our web site. Also, daily NAV reports are send through e-mail to clients. 

CAPSTOCKS with a tradition of 28 years of prompt and personalized service, is always ready to answer your queries regarding Portfolio Management Services. Just give us a call and one of our team members will come and meet you at your convenience. 

 Call - Karthick  +91-9847730187, Satheesh+91-471-4013882, e-mail: pms@capstocks.com  or visit capstock.com