Portfolio Management Services (PMS)

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Portfolio Management Services (PMS)

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.

  • Our PMS solutions relieves The Investor From volatility by capturing the upsides and protecting from the downsides.
  • Just See Your Money Growing by assigning us as your asset managers

NOTE: SPAR is only offering distribution of PMS services and not registered as SEBI Portfolio Management Services (PMS).

Why Through Us?

Professional And Active Management

A very professional approach with real time decision making.

Transparency & Diversification

We offer easy to track and diversified services for your best interest.

Individual Investment Plans

We offer easy to track and diversified services for your best interest.

Superior Returns

We are here to double your profits by maximising the returns

Minimizes Risk

Deep research and analysis to reduce the risk factor.

Leverage

 Making the profits to be greater than the interest payable.

Motilal Oswal PMS

WHY CHOOSE US

➤ Multiple Product Offerings

➤ Diversified Portfolio management to reduce risk

➤ Active switching from one strategy to another

➤ Monthly Performance reports

➤ Quality stock Selections

Motilal Value- Large Cap

20 large cap stocks with the Investment philosophy of Burn Right & Sit Tight & QGLP

20.12% since inception (Feb, 2003) vs Nifty50 17.22%

Motilal BOP – Multicap

Primary focus on Consumer Discretionary, Private Banks, Agriculture.

10.22% since inception (Dec,2017) vs Nifty500 10.17%

Motilal Focused Midcap

Ranked 101-400 as per market capitalization with a focus portfolio around 15-20 stocks.

49.97% since inception vs Nifty Mid & Small 36.46%

Ask PMS

WHY CHOOSE US

At ASK Investment Managers (ASK IM), we design concepts to provide differentiated, customised solutions, with all of them adhering to our common and consistent investment philosophy. We aim at creating long-term sustained wealth for you, short-term volatility notwithstanding.

ASK IEP-Multicap

Having minimum Rs 100 cr of PBT with more than 25% Promoter holdings & ROCE > 25%.

18.61% since inception (Jan,2010) vs BSE500 10.08%

ASK IEP-Multicap

The strategy would be to invest into companies which has a trailing 4 quarters of PBT >75 crs & a minimum margin of safety of 15%.

16.09% since inception (Dec,2017) vs BSE500 9.69%