Portfolio Management
Badjate Stock and Shares Pvt. Ltd. is a leading stock broker and mutual fund distributor
which offers customized Portfolio Management Service to its High Net-worth Individuals (HNI)
clients. The service is tailored as per the investor’s return requirements and the ability and
willingness to assume the risk. The Multicap Fund focuses to capitalize on opportunities throughout
the listed space in Indian Equity Markets and maximize profits for its investors in accordance with
the client’s risk profile. Before executing the optimum portfolio, PMS also studies the various
constraints such as time horizon, tax applicability, liquidity, and other unique considerations
of the client.
WHY CHOOSE US FOR PMS
- Above Industry Average Fund Performance
- Total team experience of over 60+ years in the stock market with Rich History of identifying multi baggers
- Tailor-Made Service Offering
- Easy Switch From One Strategy To Another
- Access To Your Portfolio 24/7
- Monthly Comprehensive Performance Report
OUR PRODUCTS
CONSERVATIVE FUND
The fund is suitable for an investor with a risk appetite ranging from low to moderate. The fund
manager seeks to invest into stocks which have a good dividend yield and have a stable growth prospect
over the mid-long term horizon. The portfolio mix is weighed more towards large caps or value mid caps.
AGGRESSIVE FUND
The fund is suitable for investor with a risk appetite ranging from moderate to high. The fund aims to
generate higher alpha by investing into high beta stocks. The fund manager seeks to invest into stocks
which have the capability of generating returns in the short-midterm horizon. The portfolio mix is weighed
more towards the small and mid cap space.
6 YEARS' FUND MANAGER'S PERFORMANCE
1 YEAR FUND MANAGER'S PERFORMANCE
PMS Brochure