Suraj Investment

Portfolio Management Service

Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments. Managing one’s investments has become nearly a full-time affair that requires considerable time and expertise. Portfolio management service (PMS)comes as an answer.

We recognize this, and manage your investments professionally to achieve specific investment objectives, and not to forget, relieving you from the day to day hassles which investment require.
At Suraj Investment PMS, we offer you just the solution that allows you to relax as we put your money to work through the Surajinv-PMS, a Discretionary Portfolio Management Service.
When you invest through our PMS, you can be assured of the best research being used for the investment decisions.

We serve you with a diligent, transparent & process driven approach and ensure that your money gets the care it deserves.

No experts, only expertise.
No hidden profits.
Daily disclosures.
No charge till you profit.

We highlight below some key parameters that we use in our investment process.

	We seek to invest in companies that in our view have sustainability of business growth and are trading at a substantial discount to their true business (intrinsic) value.
	We believe that, over time, the price of a stock could rise to reflect the value of the underlying company. As such, we are patient investors and not market timers.
	We believe that this approach to investing is capable of generating consistent investment returns over the long term through power of compounding.
	Across equity portfolio themes, it’s a pre-dominantly “buy and hold” strategy. We may hedge portfolios to protect potential downside through the use of F&O and effective use of cash.

Benefits of Portfolio Management Service

Professional Management
The service offers professional management of your equity investments with an aim to deliver consistent return with an eye on risk. .

Risk Control
Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have a very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.

Convenience
Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.

Constant Portfolio Tracking
We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.

Transparency
You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login, will enable your to access details your investment on click of a button. The following portfolio reports are accessible online :

Performance Statements
Portfolio Holding Reports
Transactions Statements
Capital Gain / Loss Statements

Dedicated Relationship Manager
Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers, the one point contact will bestow personalized service and ensure that you receive periodic updates, and account performance reports.

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For New Account Opening, Write to us This e-mail address is being protected from spambots. You need JavaScript enabled to view it or SMS "PMS" to 56767500
For Any Information, Grievances or Queries Write to us This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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