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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.

Open Demat Account

ATTENTION INVESTORS KYC IPO

Escalation Matrix

Details of Contact Person Address Contact No. Email Id Working Hours
Client Servicing / Customer care Suresh Munge 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628913 suresh_munge@ajmera.co.in 10:00 am to 6:00 pm
Head of Client Servicing Mr. Dhanesh Bendre's 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628915 dhanesh_bendre@ajmera.co.in 10:00 am to 6:00 pm
Compliance Officer Ashish Ajmera 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628888 ashish@ajmera.co.in 10:00 am to 6:00 pm
CEO / Whole Time Director Ashish Ajmera 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628888 ashish@ajmera.co.in 10:00 am to 6:00 pm

In absence of response/ complaint not addressed to your satisfaction, you may lodge a complaint with CDSL at https://www.cdslindia.com/Footer/grievances.aspx or SEBI at https://scores.gov.in/scores/Welcome.html. Please quote your Complaint Ref No. while raising your complaint at SEBI SCORES/ Depository portal.

Group Companies Members of BSE, NSE, MCX, MSEIL, CDSL, Broking Services, Depository Services
BSE Clearing No.: 911 | NSE Clearing No.: 11858 | MCX Clearing No.: 10665 | MSEIL Clearing No.: 11400 | CDSL DP ID: 30300 | SEBI Regn. No.: IN-DP-715-2022 | SEBI Reg No.: INZ000177531 (Cash/F&O/CDs/MCX)

Attention Investors
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and other guidelines issued from time to time in this regard
5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
.......... Issued in the interest of Investors

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