Securities market has become complex and difficult especially for those uninitiated with its ways and functioning. Investing in stock market requires domain expertise and relentless focus.
For individuals wishing to invest in the market, the choices are two: Either use a cavalier, shoot-from-the-hip approach and pay a price ― the market always extracts a tuition fee from the uninitiated, or adopt a disciplined approach and outsource all knowledge-critical work to specialists.
JHP Securities’ Portfolio Management Service (PMS) is aimed at those desirous of systematic ownership of equity ― a vital component of any wealth portfolio. The biggest USP of PMS is the customisation that it allows patrons. The client gets customised products based on his/her propensity for taking risks.
Stock Selection, and Portfolio Construction & Adjustment are the cornerstones of PMS. The former mandates qualitative and quantitative research, while the latter draws on maths to create a successful portfolio.
For the Portfolio Manager, executing the PMS is a process-driven rule-driven endeavour. The Portfolio Manager has to constantly weigh the rewards against the risks while continuously monitoring the fundamental, technical and behavioural aspects of the market. One eye is focused on earnings growth and valuations, the other on prices and funds-flow, the third eye on the frailties of human behaviour. The portfolio manager has complete discretion on where to invest for maximum wealth generation.
Fee for PMS may include management fee, or performance fee, or a combination of both. Clients can opt for a fee structure that delivers maximum comfort.