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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.

5 YEARS' FUND MANAGER'S PERFORMANCE

5 YEAR'S PERFORMANCE

1 YEAR FUND MANAGER'S PERFORMANCE

1 YEAR PERFORMANCE PMS Brochure

Badjate Stock & Shares Pvt. Ltd.
201, Mangalam Arcade,
Above Venus Book Centre, Dharampeth Extn. Nagpur - 440010 Maharashtra, India.

NSE Member Code 14845 BSE Member Code 6287 SEBI REGISTRATION NO: INZ000190232 in NSE, BSE AND MCX CDSL DP ID 77800:IN-DP-CDSL-393-2018 Terms and Conditions Privacy Policy Cancellation and Refund Policy
Client Complaint Details-PMS Client Complaint Details

Filing complaints on SCORES Easy & quick

  • > Register on SCORES portal(https://scores.gov.in/scores/Welcome.html)
  • > Mandatory details for filing complaints on SCORES
    • Name
    • PAN
    • Address
    • Mobile Number
    • E-mail ID
  • > Benefits:
    • Effective communication
    • Speedy redressal of the grievances
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