Portfolio Management Services
Deutsche Bank brings Portfolio Management Services from seven reputed third party providers (fund houses / financial institutions), who, for a fee, invest your money after scientifically analyzing the pros and cons of the various options.
Overview
Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialised investment strategies to capitalise on opportunities in the market.
Personalised Advice
Experienced Fund Managers give you sound investment advice and strategies that help you invest smartly. You get the best fund managers in the industry who craft customised stock portfolios that work wonders. With PMS products distributed by Deutsche Bank you get:
- More choice in terms of portfolios to suit individual client needs and risk appetite
- Ability to structure products that meet specific investment objectives
- Choice of alternate investment products that were traditionally available to the very wealthy
Professional Management
PMS products distributed by Deutsche Bank combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The Portfolio Managers take care of all the administrative aspects of your portfolio with a monthly or semi annual reporting on the overall status of the portfolio and performance.
Continuous Monitoring
The expert Fund Managers and research team keep a constant watch on your money. The team of experts in these fund houses know exactly how your money is performing through continuous monitoring. You, as a customer are always informed through:
- Communications that include relevant information on major market events
- Quarterly or semi-annual performance updates
Hassle Free Operation
As a PMS customer you get hassle-free operations. With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, PMS brings high service standards.
Apply Now
- Apply Online Now!
- SMS PMS to 561615
PMS Product Options
There is a wide range of PMS product options in the market. Portfolio Management Services help you to take an optimum decision in choosing the ideal option. It gives you access to a wide choice of the best fund managers of AMCs offering customised Portfolio Management Services (PMS).
Equity Advisory Products
Equity investment has become a more involved activity. It calls for awareness and understanding of the business and economic variables that affect equity valuations. There are several products that will help you make the appropriate equity investments. You can opt for dividend yield portfolios, equity portfolios investing in stocks across market capitalisations or products investing in large or mid-cap stocks.
Capital Protected Products
Equity and derivative-linked capital protection products offer you a flavour of the equity markets with capital preservation. Prudential ICICI and Benchmark offer you options in this category of PMS products.
Derivative Arbitrage Products
These are a range of products that enable you to take advantage of arbitrage opportunities in the derivative markets. They also take advantage of spreads between the price of a stock future and the underlying stock. Such products are suitable for people with investments in relatively low-risk assets who are looking for potentially higher risk-adjusted returns.
Pure Derivative Products
These products endeavour to achieve significant appreciation in capital, by investing in a mix of stock and index options. The portfolio may be considered suitable:
- For investors with a high-risk appetite who desire significant appreciation in their capital and are willing to take on risk for the same
- As a portfolio return enhancer for clients with large investments in low-risk fixed income assets
Alpha Products
The Alpha Portfolio seeks to capture Alpha - which is out performance to the index on the client’s portfolio. Thus, the entire portfolio will be hedged against overall market movements by using derivatives. It seeks only to gain from out performance vis-à-vis market while eliminating beta. The Alpha Portfolio is suitable for investors with a low to medium risk profile and an investment horizon of more than 12 months.
Latest PMS Products
- ING India BSE 200 Quant Equity Portfolio
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Investment Theme:
ING BSE-200 Quant Equity Portfolio is a large-cap biased strategy. The objective is to provide long term capital appreciation from a portfolio investing predominantly in equity and related securities. ING Investment Management India uses quantitative proprietary model to construct an equity portfolio of stocks.
Investment Strategy:
- A proprietary model based on risk and return estimates.
- A robust quantitative model which is tested across various market cycles and long time horizons.
- Disciplined execution of the model without deviations.
- Sound risk management.
- This strategy provides broadly a concentrated exposure to stocks in the BSE 200.
Investment Process:
- Expected return and risk / volatility are estimated from ING’s proprietary model.
- Risk estimate for each stock is evaluated by forecasting volatility for each stock for the next 40 days.
- Return estimate for each stock is calculated using momentum factors.
- Momentum factors include: stock price momentum and market beta.
- Last 3 years historic price behavior is used to estimate volatility. - Sector and stock limits are imposed during portfolio construction for optimal diversification.
- Portfolio optimization model generates multiple portfolios with varying degree of risk / volatility & expected return.
- The portfolio with the least risk & returns greater than the benchmark is chosen.
Benchmark Index: BSE 200
Minimum Investment Amount: Rs 10,00,000
- HSBC Alpha Account Signature Portfolio
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Investment Theme:
The portfolio endeavours to focus on companies that, in the opinion of the Fund Manager, are capable of offering sustainable long-term business growth with an aim to generate a consistent performance from a well-diversified portfolio. The objective is to generate better returns through the power of compounding.Benchmark Index: BSE 500
Minimum Investment Amount: Rs. 35,00,000 (For NRI’s minimum investment amount is INR 50 lakhs)
Portfolio Detail:
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Concentration Analysis:
Performance Update:
Source: HSBC Asset Management (India) Pvt. Ltd.
Please read the product details and risk factors carefully before investing.
Portfolio Management Service Providers
Deutsche Bank brings for you Portfolio Management Services (PMS) from seven providers that work towards the growth of your funds. Our recommendations aim to ensure that your strategy and portfolio are built on solid foundations. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country, including the products from Prudential ICICI, Reliance Capital, Franklin Templeton, Benchmark Asset Management.
Prudential ICICI
Prudential ICICI Asset Management Company is a joint venture between Prudential Plc. - UK‘s leading insurance company and ICICI Ltd. - India’s premier financial institution. The Company serves as the investment manager for Prudential ICICI Mutual Fund, one of India’s largest private sector mutual fund.
Reliance Portfolio Management Services
Reliance Portfolio Management Services is an exclusive offering from the portfolio management division of Reliance Capital Asset Management Ltd., a wholly owned subsidiary of Reliance Capital Ltd., Reliance Capital Asset Management Ltd. is also the investment manager for Reliance Mutual Fund schemes wherein it manages assets worth over Rs. 42,200 crores (as on Feb 28, 2007).
Franklin Templeton
Franklin Templeton, based in California, USA, is one of the largest financial service groups in the world. Globally, the group has US$ 561 billion in assets under management for the month ended January 31, 2007.
Benchmark
Benchmark is India’s first Asset Management Company to focus exclusively on passive and quantitative asset management. It is promoted by professionals with vast experience in domestic and international capital markets.
Disclaimer: Deutsche Bank is pleased to bring to you on a make available basis, Portfolio Management Services* from reputed third party Portfolio Management Service (PMS) Providers (fund houses / financial institutions). Portfolio Management Services (PMS is a sophisticated investment option that offers a range of specialized investment strategies to avail of opportunities in the market.
* Please note that Deutsche Bank’s role is limited to referring your details to a third party PMS provider of your choice. Deutsche Bank does not provide any advise or make any recommendation or representation about a third party PMS Provider or its PMS Schemes. Deutsche Bank has no control over and is not responsible or liable for any acts or omissions of the third party PMS provider. Any information contained in Bank’s brochure or other material and otherwise communicated by Deutsche Bank shall not be construed as investment advice or a recommendation. All decisions to subscribe to PMS Schemes of third PMS Providers is entire yours and based on your judgment keeping in mind your risk appetite and investment objectives. You are advised to take investment decisions after due consideration and in consultation with your investment consultant.
Conditions Apply: All investments in securities are subject to market risks and there is no assurance or guarantee that the objectives of the products will be achieved. Market value of investments can go up or down depending on the various factors and forces affecting the securities markets. Yield or a fund’s past performance should not be considered as an indication or guarantee of future yield or results. Deutsche Bank AG is only a distributor of the Portfolio Management Services (PMS) products of the third party Asset Management Companies (AMC) and is not related in any manner whatsoever in the investment / management of monies in such products. Deutsche Bank does not assure or guarantee any returns on any investments recommended by it. Offer document and terms and conditions of issue of such products should be read and understood carefully by the investor before making any investment decisions.
The decision to make investments in securities or PMS products is entirely owned and controlled by the concerned investor and Deutsche Bank AG shall not be responsible or liable for any matter connected with such investments. Nothing contained in this report shall constitute or be deemed to constitute an offer to sell / purchase or as an invitation or solicitation to invest in any securities or financial instruments of any entity. Neither this document nor anything contained herein shall form the basis of any contract or commitment whatsoever. Deutsche Bank AG does not make any warranty, express or implied, including the warranties of merchantability and fitness for a particular purpose nor assumes any legal liability or responsibility for the accuracy, completeness, reliability or usefulness of any information contained therein.
