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ajmera
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
Investment Objective: 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.

Benchmark: BSE 200 Index Risk Level: Moderate
AVAILABLE PLANS
Investment Objective: 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.

Benchmark: BSE 200 Index Risk Level: High
INVESTMENT PHILOSOPHY
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Mr. Siddharth Mandalaywala
"Mr. Siddharth Mandalaywala has an experience of 15 years in the capital market. He is an MBA in finance with thorough knowledge on macro and micro economical aspects. Also he has a very good grip on fundamental analysis. He is our fund manager for both Portfolio Management Plans - Legend and Marvel. He has skin in the game as all his savings are into equities. Some of his best picks which have become multibaggers are Titan, Aurobindo Pharma, Relaxo Footwears, Page Ind., Vardhaman Textiles, Natco Pharma, Supreme Ind. etc."
BUSINESS
1.Moat/Competitive Advantage
2.Growth and Scalability
3.Robust Financial Track Record
VALUATION
1.Growth at Reasonable Price.
External Opportunity
1.It should be HUGE.
Management
1.Integrity & Competence
2.Passion
3.Young / First Generation Entrepreneurs
How we manage model portfolio?
    1.Portfolio of Around 30 Scrips
    2.Diversify Across 8-10 Sectors
    3.Maximum Weightage of 35% in Single Sector
    4.Maximum Weightage of 10% in Individual Scrip
    5.Average Holding of a Scrip is 4-5 years
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