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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
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
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
BSE Clearing No.: 911 | NSE Clearing No.: 11858 | MCX Clearing No.: 10665 | MCX-SX
Clearing No.: 11400 | CDSL DP ID: 30300 | SEBI Regn. No.: IN-DPCDSL-210-2003 | SEBI
Reg No.: INZ000177531 (Cash/F&O/CDs/MCX) | NBFC RBI Regn. No.: 13.01851