Presenting a docket on Portfolio Management Services. Brought to you by MFSL - a SEBI registered PMS provider since 1999.
Transcript of Portfolio Management Services - MFSL
1. MUNOTH FINANCIAL SERVICES LIMITED Portfolio Management
Services Grow your wealth. Follow the systematic way. Statutory
information: Investments in stock markets are subject to market
risks. You are advised to read the disclosure document before
opening a PMS account.
2. Investment basics While you invest your hard earned money,
your objectives would ideally be to a. Maximize Profits. Earn more
than the prevailing rates of inflation b. Safeguard capital by
reducing risks of capital erosion, reduction in profits or
refraining from dead investments c. Avail tax advantages, if
possible d. Ensure quick liquidity or easy leverage for meeting any
adversities Investments in equity & equity related products
offers great potential for high returns but also poses market
risks. The market risks however can be lowered systematically by a
proper diversification approach and careful selection of
stocks.
3. Investment expertise Given the unpredictable nature of stock
markets, investing in equities require a. Solid experience b.
In-depth knowledge of various business and economic factors c. Time
devotion for analysis d. Constant monitoring as market are dynamic
A disciplined and systematic approach is quintessential for
successful investing.
4. Investment approach As investor you need to, at the least,
ensure following to preserve your wealth a. Invest only in
companies with continuous growth in profits and sales, say over a
period of last three years. b. Balance out between high, mid and
small cap companies with smaller exposures to small and mid-cap
stocks. c. Fix a tab on investing in any single entity, industry
and business house to ensure that you on an overall perspective do
not suffer because of bad performance of a particular sector or
corporate. d. Time the purchase and maintaining restraint &
caution while buying stocks at or nearing their peaks. e. Book
profits at opportune time.
5. What suits you? Mutual Fund If you are a small investor and
your total investment corpus is less than INR 25 lakhs, you should
opt for investing thru mutual funds. There are many mutual funds
catering specifically to various asset classes or industries. There
are some balanced schemes which invest both in equity or debt. You
should check the performance of the fund manager and the mutual
fund company before deciding on your investments. PMS If your
investments are beyond INR 25 lakhs, investing thru a PMS account
will be a better option for you. A customized management of your
funds will give you the advantage to investing in sync with what
suits your expectations. As your investments are sizable, it is
vital for you to allow professional to take informed calls for you
rather than you yourself taking decisions. Your systematic risks in
PMS account is to a large extent reduced because of careful
selection of stocks, better timings, balanced investing approach
and so forth. Direct Investments If you are a small investor and
aiming at very long term investments, you may also consider direct
investments provided you have knowledge and wherewithal to identify
dark horses.
6. Advantages of PMS account Some of the visible benefit of
allowing experts to manage your investments - Scientific investment
decisions curbs wrongful investing and consequential capital
erosions Expertise of fund managers enables investments in high
growth potential entities Transparency and stringent SEBI
regulations ensures safety and accountability. It further acts as a
safety net Timely reviews and periodic updates keep you under full
knowledge on performance of your investments Customized plan drawn
for you is based on your risk profile and aptly addresses your
risk, return and liquidity aspects
7. PMS offerings by MFSL MFSL offers customized offerings for
its client. We begin with understanding your existing demographic
profile, investment patterns, nature of business and so forth. And
based on your assessment, we will recommend / advice on following
aspects: Size of your Portfolio account. Plus, planned additional
add-on investments quarter on quarter. Type of Portfolio account
you should open. PMS is broadly offered as discretionary and
non-discretionary. In discretionary module, the investment
decisions are solely taken by portfolio manager while in
non-discretionary module, the recommendations are made by Portfolio
Manager but the final decision rests with the clientele. Where to
allocate your investments? Debt & money market, Equity &
equity related others. Various risk parameters which needs to be
addressed are Industry risks, Performance risks, Management risks,
Leverage risks, Valuation risks How to decide allocations within
equity instruments while considering market cap wise exposures;
sector, entity or business house exposures; and risk levels.
8. The four steps process MFSLs methodical approach starts with
building universe of stocks based on customized filtration
criterion for you followed by wholesome analysis on basis of which
investment decisions are taken.
9. The earn more approach Discovering blockbusters Tracking
entities having potential for extraordinary growth. Continuous
monitoring Pruning risky gambits Avoiding very highly leveraged
entities, poorly rated management, extremely competitive & very
thin margin businesses. Timing the market Entry & exit levels
after thorough evaluation of market activities & sentiments,
news & happenings. Patience is vital for success in
investments. Diversification to contain risks Low, medium, high cap
stocks Industry, business house, company specific exposures Overall
portfolio beta, P/E limits Copyright 2014
10. The stock filtering formulae Qualitative aspects Management
experience & expertise Good governance & transparency
Product patents, technology know-how Industry overview Current
aspects & trends Entry barriers & competition Government
controls Quantitative tools Past performance track records &
consistency [using about 100 measures] Leverage, operating margins,
returns on assets, etc. Growth potential Emerging technology, new
innovation Newer geographies Copyright 2014
11. The Portfolio balancing exercise Mitigating risks by
pragmatic diversifications. Restrict over exposure using
considering following parameters Market capitalisations &
trading volumes Industry, company and business house exposure
Overall P/E, beta values Copyright 2014
12. The track record MFSLs recommendations surpassed SENSEX by
250%. * Between August 2013 to April 2014
13. MFSL MFSL has over 15 years of experience in providing
Portfolio Management Services. The company periodically invests in
technology to ensure that its customers get access to seamless,
secured and quick service. The managements rich experience is well
complimented by its qualified, experienced and trained manpower.
MFSL is promoted by a century old Chennai based Munoth group. The
company also offers Merchant Banking, Stock Broking &
Dematerialization Services and Mutual Fund & IPO distribution.
It caters to institutional, corporate, HNIs and retail clienteles.
MFSL, appointed by IL&FS, is also the investment manager of
Valmark Infra & Realty trust, a category II Alternate
Investment Fund. Contact us now for more information
www.munothfinancial.com info@munothfinancial.com
14. Registration details Depository Participant IN DP NSDL
3-0-97 Merchant Banking INB000003739 NSE CM INB 230803634 NSE
Derivative INF 230803634 PMS INP000000308 MAPIN 1000002089 CIN
L6599TN1990PLC019836 Registered office Munoth Financial Services
Limited, Munoth Centre, 3rd Floor, 343 Triplicane High Road,
Chennai 600 005. +91 44 2859 1185, info@munothfinancial.com ,
www.munothfinancial.com