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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.
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.
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.
Minimum 60% in Large Cap and Rest 40% in Mid Cap / Small Cap Equity.
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.
Minimum 60% in Mid Cap / Small Cap and Rest 40% in Large Cap Equity.
"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."
Siddharth B. Mandalaywala has been with CONCEPT since last 13 years. He is designated as Fund Manager and manages SEBI approved Portfolio Management Services (PMS) since July 2009 comprising of two plans CONCEPT LEGEND (Large-cap Equity) and CONCEPT MARVEL (Mid-cap Equity). He has delivered alpha of more than 4% in both the plans. His CAGR return over 8.5 years is above 14%. He has in total 15 years of experience in stock market and is passionate about it. He has skin in the game as all his savings is into Equities (100%). He has done MBA in Finance from Seventh Day Adventist College. He gives presentations on capital markets at various forums, colleges. Some of his best picks which has become multibaggers include Titan, Aurobindo Pharma, Relaxo Footwears, Page Ind, Vardhman Textiles, Natco Pharma, Supreme Industries etc.
Last year during our 8th Anniversary of Wealth Management, I was asked a question in rapid fire round that “What does Equity mean to you ?” and I was expected to answer in one word. I spontaneously said without any hesitation that it is my “Life”. I am very passionate about Equity investing from the days of my college. It started off by observing my father create wealth out of holding of businesses like Infosys, Kotak, Lupin etc. Making money out of stock market is just a byproduct but I enjoy the process more. Proving right makes you feel satisfied and your confidence level goes up. Jokingly, sometimes I say that I am being paid for what I enjoy doing the most. I have the skin in the game with 100% of my savings invested in Equities. I have no investment in other asset classes like gold, real-estate or fixed deposits. This shows my commitment towards equities, just not in words but in action as well.
FUND LEGEND is a large-cap oriented fund where we invest majority i.e. minimum 60% of the portfolio in large cap companies (Top 100 companies on the basis of market cap in listed space). In most of the cases these stock are leaders or captains in their respective industry. The rest 40% goes into mid-cap companies. These constitute of stocks from either sunrise industry or can come up from bottom-up approach of stock selection. This fund is basically less volatile with moderate risk.
FUND MARVEL is a mid-cap oriented fund where we invest majority (minimum 60%) of the portfolio in mid-cap companies (101 and beyond companies on the basis of market cap) and rest in large cap companies. So this is best suited for risk takers as it is a bit more volatile.
Investment decision comprises of identifying 4 things:
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