IIFL

Portfolio Management Service (PMS) & Advisory Products

Portfolio Management Service (PMS) is a custom made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth


​​​ 1. IIFL Multicap PMS


The objective of the strategy is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in companies and in sectors that are available at significant discount to their intrinsic value and provide earnings visibility. The portfolio takes a concentrated position in stock and endeavors to strategically change allocation between sectors depending on changes in the business cycle.  


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​​ ​2. IIFL Multicap Advantage PMS


The objective of the strategy is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in companies and in sectors that are available at significant discount to their intrinsic value and provide earnings visibility. The portfolio takes a concentrated position in stock and endeavors to strategically change allocation between sectors depending on changes in the business cycle.  The strategy is to protect downside by investing in a'Put' option i.e. a hedge against any crash in the market. 94%* investment is in equity and 6%* in PUT option, at the money. 


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​​ ​ 3. Invesco R.I.S.E. PMS


The strategy is to invest in companies which are expected to benefit from operating and financial leverage. It has exposure to companies which benefit from revival in economic growth and rise in consumer discretionary spending. It participates in companies with strong business model, suppressed valuations and higher dividend yield. Strategy in nutshell is bottom-up stock picking, high conviction portfolio

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​​ ​4. Invesco D.A.W.N. PMS


The strategy is to invest in companies which are expected to benefit from revival in cyclical recovery. The emphasis is on mean revision and value style. There is high impetus on companies with quality business models and management. Bottom up stock picking approach without bias towards market cap or sector.


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​​ 5. Motilal Oswal India Opportunity Portfolio

The strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years and which are available at reasonable market prices. It aims to deliver superior returns by participating in India investment and consumption Growth Story. Around 20 stocks in a portfolio with not more than 10% in a single stock. About 28% allocation to BFSI sector, followed by Pharmaceuticals at around 13%


​​ 6. Motilal Oswal NTDOP

Focus on companies which are likely to earn 20-25% on its net worth going forward. The focus is on buying companies that will benefit out of the Next Trillion Dollar GDP Growth. To identify potential long term wealth creators by focusing on individual companies and their management bandwidth. Around 25 stocks in a portfolio with not more than 10% in a single stock. About 34% allocation to BFSI sector, followed by FMCG at around 19%

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​​ 7. Motilal Oswal Value Strategy

Focus on companies which are likely to earn 20-25% on its net worth going forward. The focus is on buying undervalued companies and buying stable earnings / cash flows in reasonably priced assets. The portfolio consists of around 20 stocks. About 49.5% allocation to BFSI sector, followed by Auto & Auto Anciliaries at around 23%

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​​ 8. Alchemy High Growth PMS

The strategy aims at generating long term returns by investing in equities and equity related instruments across market capitalization with mid cap bias. Allocation across market cap is  25-100% in Large Cap, 0-75% in Mid Cap and 2-20% in Small Cap. 

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​​ 9. Alchemy Select Stock PMS

The strategy aims at generating long term returns by investing in equities and equity related instruments across market capitalization with mid cap bias and concentrated portfolio of between 8 to 12 stocks. Since portfolio is concentrated, focus is more on stock selection than on market cap allocation.  Minimum ticket size for this product is 3 crs. 


​​ 10. Alchemy Leaders PMS

The strategy aims at generating long term returns by investing in equities and equity related instruments mainly into large cap stocks. Allocation across market cap may range between : Large Cap 85- 100%, Mid Cap 0- 15%.  

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​​11. Sundaram S.E.L.F. PMS

Sundaram Emerging Leaders Fund aims to invest in "Future Leaders" companies ie companies which are growing faster than industry with major focus on Mid/ Small Cap. The Portfolio consists of ~20 to 25 high conviction stocks. The fund has leverage of Sundaram's mid cap and small cap "Research" strength. 


​12. Sundaram SISOP  PMS

Sundaram India Secular Opportunities Portfolio is a Multicap portfolio (skewed towards large caps) which aims to generate capital appreciation across market cycles by investing in a concentrated set of ~ 15 high conviction stocks across Market Caps targeting companies with sustainable competitive advantage and reasonable valuation based on analysis of fair value with compounding stories of: Growth more than 1.5x nominal GDP Growth; Potential to generate ~ 20% Cashflow / earnings growth across market cycles; ROE > 20% & Self-funded model.                               i.e. growth through internal accruals.


​13. Marcellus  PMS
We are happy to announce that we have on boarded Marcellus Investment Managers who have showcased stellar outperformance of ~33% in the last one year (as on 31st May, 2020) over markets
 (Nifty-50) - with a methodical approach and robust framework of investing in companies with strong economic moat, companies that stand strong with resilience while macro-economic winds blow strong to wipe off many. 

​​​Advisory Products


1. Purnartha Investment Research & Advisory

Purnartha advisory product offers various advisory plans designed to suit customer needs. Purnartha Investment Advisory helps clients to build a long term portfolio across all market caps with strong investment philosophy. 


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2. Market Smith


Market Smith is one of the most reputed, awarded and experienced Stock Market investment tool in the world.  This product is integrated in our mobile Application providing you one-stop, online destination to find and evaluate stocks. It is a decision-making tool, combining essential institutional quality data into a single view for effective research and stock analysis.


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3. Equity SIP

Equity SIP is a facility with which customer can invest systematically and in a disciplined manner for collection of one or more stocks and has a common trigger date and frequency in a single SIP. We currently have suggested 5 blue chip shares for this option. 

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