Portfolio Management Services
Customized Equity PMS aligned to your Goals, Liquidity needs, and Risk profile.
Investment Philosophy
Our framework for identifying and capitalizing on opportunity.
CONCENTRATED PORTFOLIO
Conviction-Based Positioning
20-25 high-conviction holdings. Top 10 = 54% of portfolio. 92% active share. Sector limit 30% | Stock limit 10% at entry.
GARP Style
Growth at Reasonable Price
Growth potential evaluated against valuation multiples. We seek companies where earnings power justifies current price, with margin of safety.
Early Cycle
Position Before Consensus
Identify companies at business inflection points before market consensus. Focus on catalysts and rate of change. Position at rational valuations.
Independent thinking
Research-Backed Conviction
Deep in-house research enables contrarian positioning. We invest where our analysis identifies value that consensus has overlooked.
Rate of Change
Inflection Point Focus
Invest where growth accelerates, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
GARP Style
Growth at Reasonable Price
Growth potential evaluated against valuation multiples. We seek companies where earnings power justifies current price, with margin of safety.
Rate of Change
Inflection Point Focus
Invest where growth accelerates, ROE improves, or market segments expand. Capture returns from earnings acceleration combined with multiple rerating.
CONCENTRATED PORTFOLIO
Conviction-Based Positioning
20-25 high-conviction holdings. Top 10 = 54% of portfolio. 92% active share. Sector limit 30% | Stock limit 10% at entry.
Early Cycle
Position Before Consensus
Identify companies at business inflection points before market consensus. Focus on catalysts and rate of change. Position at rational valuations.
Independent thinking
Research-Backed Conviction
Deep in-house research enables contrarian positioning. We invest where our analysis identifies value that consensus has overlooked.
Our Strategies
PMS Overview
Our PMS provides high-net-worth investors a long-only, research-driven equity investment strategy. Focused on capital preservation and long-term growth, portfolios are actively managed by an experienced team to deliver sustainable, risk-adjusted returns. Minimum investment: INR 50 lakh.
Portfolio Construction & Risk Management
Concentrated by conviction. Controlled by framework.
Construction
- 20–25 high-conviction holdings
- Sector limit: 30% at purchase
- Stock limit: 10% at entry
- Typically fully invested for compounding (minimal cash drag)
Risk Management
- Position sizing + sector caps to limit concentration risk
- Liquidity discipline built into portfolio decisions
- Active rebalancing when thesis, valuation, or risk changes
- Continuous monitoring across macro and company-specific factors
Transparency & Reporting
- Real-time online portfolio access
- Quarterly performance reporting + attribution insights
- Audited year-end tax reports for filing
Mandate & Structure
Investment Mandate
Long-only, fundamentally driven equity investing focused on high-quality businesses and long-term capital appreciation, with capital preservation as a core priority.
Portfolio Construction
High-conviction portfolios built through disciplined stock selection, prudent position sizing, and diversification across sectors and market cycles.
Risk Management & Governance
Structured risk frameworks, continuous monitoring, and clearly defined decision-making processes to manage downside risk and ensure consistency.
Transparency & Alignment
Clear reporting, open communication, and strong alignment of interests through an employee-owned structure and a long-term investment horizon.
Karma Capital Wealth Builder PMS
Karma Capital Wealth Builder PMS is designed for investors seeking long-term capital appreciation through a structured and research-driven equity investment strategy. The portfolio follows a long-only approach, investing in fundamentally strong businesses with sustainable competitive advantages.
The strategy emphasizes valuation discipline, quality governance, and risk-aware portfolio construction. Investments are made with a long-term perspective, avoiding short-term market noise and speculative positioning.
Lotus PMS
Lotus PMS is a selectively constructed equity portfolio aimed at capturing long-term growth from high-quality businesses. The strategy focuses on identifying companies with strong fundamentals, sustainable growth drivers, and the ability to compound earnings over time.
Magnolia PMS blends quality stock selection with portfolio balance, aiming to participate in market upside while managing volatility through disciplined diversification and ongoing review.