Portfolio Management Service Providers
Deutsche Bank offers you Portfolio Management Services (PMS) from the Top Fund houses that work towards the growth of your funds. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country from Deutsche Investments India Pvt Ltd, ASK Investment Managers, ENAM Asset Management, IIFL Asset Management, Motilal Oswal Asset Management, Varanium Capital Advisors, SBI Funds Management and White Oak Capital Management
ASK Investment Managers Ltd.
ASK Investment Managers Limited (ASKIM), is a leading asset and wealth management company, primarily catering to the HNI and UHNI market in India. They were one of the first companies to obtain a portfolio management services license in India.
- Greater certainty of earnings v/s. mere quantum of earnings growth
- Superior and consistent quality of earnings v/s. mere quantum of earnings growth
- High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price
- Pricing the value rather than valuing the price
- A disciplined investing into outstanding businesses
- Building a portfolio of compounding opportunities
- Buy 'growth' businesses at 'value' prices
ENAM Asset Management Company Pvt. Ltd.
Established in 1997, ENAM Asset Management Company Pvt. Ltd. (ENAM AMC) is a portfolio manager registered with the Securities and Exchange Board of India (SEBI). With over 20 years of experience in India’s capital markets, ENAM AMC has established close relationships with numerous organizations across a range of industries. This experience gives us unique insights into how companies operate and the quality of their leadership
Investment Broad Objective
Seek to identify high quality businesses that are structurally well positioned, have sustainable competitive advantages and strong execution capability for consistent long term growth
Investment Philosophy – 5 Pillars seeking out value-driven opportunities
- Business opportunity
- Management quality
- Value accretion
- Culture of discipline
IIFL Asset Management Ltd.
IIFL Asset Management is a part of the IIFL Wealth group and an India-focused, global asset management firm. Their differentiated products enable sophisticated investors across the world to participate in India’s unique growth story. They understand the nuances that define India’s demography and demand. A disciplined and active management approach allows to tap into India’s potential as a unique asset class for long-term growth. Their deep insights of the India story enable us to create investment strategies that generate sustainable risk-adjusted returns.
Investment Philosophy – VALUE
- Value creation by capital preservation blended with opportunistic growth
- Active management with a long-term focus
- Local expertise and rigorous research
- Unafraid to be unconventional
- Ethical and responsible investment
Motilal Oswal Asset Management Company Ltd.
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956. The AMC is also registered with SEBI under SEBI (Portfolio Managers) Regulations, 1993 as Portfolio Manager. Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL).
- Buy Right – QGLP approach (Quality of business and management, Growth in earnings and sustained ROE, Longevity of competitive advantage / economic moat, Good business for a fair price)
- Sit Tight – Focus and Discipline
SBI Funds Management Pvt. Ltd.
SBI Funds Management Private Ltd. has emerged as one of the largest players in India advising various financial institutions, pension funds, local and international asset management companies. They now bring experience in wealth management to offer exquisite retail services to High Net-worth Investors. Their aim is to understand the investor’s requirements and risk / return expectations, based on which they suggest solutions for the customer’s portfolio.
White Oak Capital Management
White Oak is a Mumbai-based boutique investment management and investment advisory firm founded by Prashant Khemka, former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. It was established in 2017 with the vision of building a performance centric organization with a strong investment culture. It has launched offices simultaneously in Singapore, India and Mauritius. Over the years, they have Geographically expanded to establish offices in UK and Switzerland as well.
- Team of local experts with global experience
- Bottom-up stock selection philosophy
- Disciplined fundamental research
- Balanced portfolio construction
Varanium Capital Advisors Pvt. Ltd.
Varanium Capital Advisors Private Ltd (VCAP) is a Mumbai based boutique Investments firm. The firm acts as a SEBI licensed Portfolio Manager and Alternate Investment Fund Manager. VCAP endeavors to provide Investment solutions and advisory to HNIs and institutional clients through a basket of customized investment products across a wide spectrum of traditional and Alternate Asset classes.