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ajmera-PMS

Portfolio Management

Is your portfolio living upto its potential? We will breath professional life into your portfolio , Ajmera x-change introduces PMS in association with Concept Investwell.

WHY PMS?

Portfolio Management Service is a customized wealth management service that suits with the specific objective of High Net Worth Investor (HNI). All the aspects of investment right from evaluation of options, stock picking, order execution, settlement and performance monitoring to reporting are taken care by our Value Addition Team.

The investment is done as per objectives of the scheme under overall guidance of the investment committee. Fund Manager has ultimate control over all the investment decisions.

available plans

legend (large-cap Equity)

BSE 200 Index, Moderate

To generate long term capital appreciation from a portfolio of Large Cap equity. The investment portfolio for equity will be primarily drawn from the pool of top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically less volatile and suited more for the first time investors.

Asset Allocation Pattern:

Minimum 60% in Large Cap and Rest 40% in Mid Cap / Small Cap Equity.

marvel (mid-cap Equity)

BSE 200 Index, High

To generate long term capital appreciation from a portfolio of Mid Cap equity. The investment portfolio for equity will be primarily drawn from the pool of companies except top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically more volatile and suited more for experienced investors. These constitute of stocks from sunrise industry or can come up from our bottom-up approach of stock selection.

Asset Allocation Pattern:

Minimum 60% in Mid Cap / Small Cap and Rest 40% in Large Cap Equity.

ATTENTION INVESTORS KYC IPO

Group Companies Members of : BSE, NSE, MCX, MCX.SX, CDSL, Broking Services, Depository Services, Portfolio Management Services, Member Area IPO Distribution, Insurance Broking
BSE Clearing No.: 911 | SEBI Regn. No.: INZ000177531 (Cash/F&O) | NSE Clearing No.: 11858 | SEBI Regn. No. INZ000177531 (Cash/F&O/CDs) | MCX-SX Clearing No.: 11400 | SEBI Regn. No.: INZ000177531 (CDs) |
CDSL DP ID: 30300 | SEBI Regn. No.: IN-DPCDSL-210-2003 | MCX SEBI Reg No.: INZ000032336 | MCX: 10665 | NBFC RBI Regn. No.: 13.01851

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