Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialized investment strategies to capitalize on opportunities in the market. SMC Private Wealth offers PMS as an investment vehicle for select investors with an option to personalize and customize portfolios through investment mandates. We also offer equity Portfolios which look to generate capital appreciation by investing in a diversified portfolio of equity or equity-related securities. These portfolios are structured to suit different risk profiles of customers.
Buying fundamentally sustainable growing businesses and outperform the benchmark indices by investing in equity and equity-related instruments including mutual funds.
Scheme Security | Portfolio Category | Wtg |
---|---|---|
HDFC Ltd. | Finance | 7.00 |
Reliance Industries Ltd. | Refinery | 7.00 |
HDFC Bank Ltd. | Banks - Private Sector | 6.50 |
Larsen & Toubro Ltd. | Engineering | 6.00 |
Jyothy Laboratories Ltd. | Household Products | 6.00 |
HeidelbergCement India Ltd. | Cement | 5.50 |
Tata Consultancy Services Ltd. | Computers - Software | 5.00 |
KEC International Ltd. | Heavy Electrical | 5.00 |
Marico Ltd. | Personal Care | 5.00 |
Sterlite Technologies Ltd. | Cables - Telephone | 4.50 |
*Data as on 31st December 2020
**Performace of Schemes are calculatted for live accounts only
Data as on 31st January 2021. YTD starts from 1st april 2020