Grow Value PMS scheme is aimed to give benefit by way of growth in investment. The investment philosophy is to provide superior returns through identification of right scrips which give profits. The stock selection would have emphasis on companies with excellent track record and sound corporate governance.

The scheme will target to achieve high returns through participation in equity markets by creating a broad based equity portfolio of large, medium and small capitalized companies.

• Backed by extensive research, identifying the growing sectors and identifying among the growth sectors those Companies with growth potential and scalable business managed by competent managers. To look out for companies with high growth potential, dynamism, execution capability and top class Management. Investments in market leaders, who have the Mission to grow large.

• Identify sectors with higher growth as compared to the market.
• Identify companies with higher growth in these sectors as compared to the market
• Identify those shares which are quoted at a discount in valuations.
• Invest in companies which can generate higher growth in earnings on a consistent and sustained basis.

• An investor willing to invest for medium to long term without being unduly concerned about short term returns, volatility and market momentum

• inimum Investment: Rs.5 lakhs for Resident Indians
• Lock in period: 1 year
• Reporting: Portfolio and NAV are communicated bi-weekly by e-mail
• Charges:
  • 2% p.a. (charged @0.50 % at the end of every quarter on the average of beginning and ending NAV) plus Performance fee of 10 % on gain in NAV over and above 12% p.a. based on the high watermark concept charged at the end of the year or on withdrawal.
  • Fixed fee - @ 3 % p.a. (charged @0.75 % at the end of every quarter on the average of beginning and ending NAV)

As the stocks are normally held for medium to long term, the portfolio's net asset value will be affected by market volatilities. There would be no guaranteed returns.

Other details would be made available on request.