PMS(Portfolio Management System)

Overview

Guiness Portfolio Management Services Private Limited ,a SEBI Registered Portfolio Manager, with its team of skilled investment experts provides a strong edifice aiming at wealth accretion while minimizing risk to help its elite clientele to achieve their financial objectives and goals in the most efficient manner.

Investment strategy

GUINESS 123, an exclusive discretionary portfolio management scheme, scheme commences with evaluation of your investment objectives and assessment of your risk profile and aligning potential returns for the risk assumed from various investment options.

Portfolio features:

  • Investment in stocks across the entire market capitalisation range, but skewed to large marketcap companies having high liquidity.
  • Fundamental research driven, bottom-up approach to stock selection
  • Systematic portfolio churn to maximize risk-return ratios
  • Investment in a single scrip restricted to specified percentage of corpus to avoid overexposure
  • Strategic use of derivatives for hedging against market volatility