Emkay Investment Managers Ltd. (EIML) is a SEBI registreed Portfolio Manager and commenced operations of Portfolio Management Services from 1st January 2011 when Emkay Global transferred its PMS business to EIML. EIML believes that portfolio management is an amalgam of an idea, passion and conviction. It is the confluence of expertise, experience and discipline. The PMS team aims to deliver superior wealth creation by way of long term compounding effect, with investments in good businesses run by great business managers.

At Emkay, we are guided by a strong philosophy of providing our clients with investment solutions that offer maximum returns at minimal risks. This forms an integral part of our wealth management offerings and adds value to our services. The core of our processes revolves around qualitative assessment of investments, their performance and management. We pick only those companies for investment that have been consistent performers and are led by a strong management team, rather than merely focusing on returns.

We employ a rigorous research and selection process that constructs a quality portfolio. This not only preserves your investment but also ensures that your money gains access to the best avenues.

We understand the critical importance of consistent performance, which is why our goal is to achieve reasonable, but consistent pace of growth.

Last but not the least, we adopt a balanced risk adjustment strategy to achieve the set objectives, focusing on investments with superior risk-adjusted returns.

Our range of services encompasses:

• Personalised investment solutions
  We offer bespoke investment management services that are designed to achieve your specific investment objectives, with an emphasis on high level service. We observe a strong client focus, which is crucial for the success of our client-relationship. Our specialist team employs its extensive knowledge and expertise, working closely with you, to make a difference.
• Research and brokerage facilities
  We are well-equipped with strong in-house research and brokerage capabilities, with modern, state-of-the art trading and risk management systems.
• Expertise of a skilled management team
  We have a dedicated and seasoned team of investment managers and analysts, who specialise in identifying investment opportunities and selecting portfolio picks. At Emkay, you can be assured that you are working with a team who is not only skilled but is also well-versed with the ‘nuts and bolts’ of wealth management.
• Constant portfolio tracking
  We keep a constant track of your portfolio, adjusting the portfolio composition so as to make the most of the prevalent market scenario.
• Regular booking of profits
  Regular profit booking helps in converting paper gains into actual profits. This is done in a systematic manner through proper analysis and observation.
• Convenience
  When you partner with us, we handle all the administrative aspects of your investment while you gain the convenience of paperless, hassle-free investing.
• Customised service
  We provide tailor-made services designed to meet individual goals and objectives. We also adapt our investment process to suit your changing requirements, over time.
• Transparency
  As part of our highly personalised service, we furnish regular reports to keep you updated on the progress of your portfolio. During the course of your investment, you receive periodic statements that report transactions and asset holdings, which keep the process transparent and free of discrepancies.

PMS – Equity

We keep a regular tab on the capital markets with a view to identify low-risk opportunities arising in special situations. We are constantly on the lookout for 'dark-horses', which offer potential advantage due to under-ownership, temporary down-phase or lack of extensive analysis and trading history. We base our judgement not only on relative returns, but on absolute returns, which helps us minimise volatility and downside risks in our clients’ portfolios. In a bid to maximise profitability, we adopt a highly disciplined approach to selling, while minimising churn and transaction costs.

Our strong research based process demands that we employ a meticulous approach to pick up investment worthy companies, guided by four basic ideas –

Investment value is assessed by a thorough and rational analysis of facts, while creating analytical models that help identify robust businesses run by high quality management, at reasonable prices.

We describe risk as the long-term erosion of capital. Thus, we adopt a strategy which is best suited to minimise this capital erosion. For this, we concentrate on investments that offer superior risk-adjusted returns, while maintaining a superior asset quality with Price/Book ratios as our fundamental decisive factors. While we are keen on exploiting downside volatility, we understand that it is equally important to heed the aggregate liquidity of the portfolio and move to cash in the absence of reasonable investment opportunities. Over and above, our portfolios are diversified across various industries to hedge the inherent risks and also include derivatives that make it cost-effective.

Investment Eligibility

• Minimum investment: Rs. 50 lac
• Management fee: 2.5 %  p. a. (charged on a quarterly basis)
• Performance fee: NIL

Empower Multimanager Portfolio (EMP) aims at creating investment portfolios with significant emphasis on striking a balance between risks and returns. We employ rigorous research techniques to select a diverse range of mutual funds that deliver consistent and superior long-term rewards, on a risk-adjusted basis. This is an actively managed portfolio creating wealth over the long-term through dynamic asset allocation.

• Cost effective
  This portfolio employs a reduced cost structure, eliminating excessive churning of portfolio; thereby minimising costs (both direct and indirect) to the investor.
• Diversification
  As this portfolio comprises only in mutual funds, it derives the benefits of diversification. Since the capital is spread across various asset classes, the inherent risk gets mitigated.
• Well-aligned to attain objectives
  Being an actively managed portfolio, the investments are constantly monitored and are re-aligned at regular and appropriate intervals to keep them in tune with the stated objectives.
• Unbiased approach
  Our investment rationale and strong research based processes ensure that the investments are not inclined towards any particular manufacturer or service provider.
• Asset rebalancing
  Timely profit booking ensures that the asset allocation is reshuffled at regular intervals and fresh allocations are made during different market conditions to make the most of the available opportunities.
• Investment Approach
  In our endeavour to manage our clients’ wealth effectively, we employ the most comprehensive process for selecting funds that we believe are worthy of investing. Our selection of the top three investment-worthy mutual funds is based on the following two parameters:
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  The objective is to invest in funds with not just high returns, but also low risk and volatility. Weightages are assigned to the risk-reward ratios based on their level of importance, to arrive at funds with minimum risk and volatility. This ensures that returns are not the sole deciding factor for investments.
• Risk management strategies
  We employ a 'Dynamic Asset Allocation' strategy for managing risk while achieving higher risk-adjusted returns. Over a period of time, this risk management strategy provides superior risk-adjusted results, overcoming the impact of inflation and taxes, giving you real returns. With a change in the economic climate, the portfolio is rebalanced and realigned after factoring in the attractiveness of various mutual funds and their return probabilities. This way, the portfolio's exposure to declining markets is reduced, diminishing the effect of bear markets, while preserving capital as well as realising gains.
• Investment process
  
  
  Investment Eligibility
  • Minimum investment: Rs. 25 lac
  • Management fee: 1.25 %  p. a. (charged on a quarterly basis)
  • Performance fee: Nil