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Investments need continuous care and attention. Simply buying is not enough. Every single investment needs to be monitored continuously. After all, what works today may not work tomorrow.

This, though, is easier said than done. And that’s where Emkay Portfolio Management comes into play. With Emkay, you can be rest assured that your investments are constantly working to achieve your goals efficiently.

Philosophy

Emkay Portfolio Management Services comprises of professional fund managers, research and wealth advisors and associates with a combined experience of over 25 years. Our clients include large corporate houses, family-owned businesses, high-networth individuals and Non-Resident Indians who have a long-term investment horizon (1 to 3+ years). All this is through Emkay Investment Managers Ltd (EIML), the Asset Management arm of Emkay Global.

Emkay PMS expertise ranges across the breadth of the Indian equities market, from blue-chip large cap funds, well-performing mid-cap funds to emerging small caps.

The driving goal behind our every move is to maximize wealth on a sustainable basis for our clients like you. Our investment practice is backed by a robust equities research division that tracks every move of the stock markets round the clock.

We avoid rookie risks like over-diversification by doing do our homework and designing focused, strong, growth-oriented portfolios. We monitor every stock by the minute to get the best return on every single investment you make, no matter how the quantum of investment. A disciplined and fundamentals driven approach to stock and sector allocation means every portfolio reaps the benefits of current trends alongside the safety of adequate asset diversification.

It’s no wonder then that clients implicitly trust our well-rounded and insightful recommendations that consistently strike the winning note between risk and rewards, making Emkay one of the top Portfolio Management Services in India.


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PMS Newsletter

Get a smart update about the stock market trends; the performing and underperforming sectors; investments by FIIs and DIIs; the major market movers as well as the performance of Emkay's Portfolio Management division with our quarterly newsletter.

Advisory Team

One of the secrets of a winning team is a strong leadership team that steers the organization by example. Emkay’s success as a PMS service provider owes huge credit to the core PMS team led by the best in the investment business. The team offers unshakeable credibility through a combination of hard-won experience and an overwhelming tally of client successes that speak for themselves.

The leadership team is ably supported by star equity analysts, wealth advisors and research associates who bring a deep understanding of the markets and astute financial judgement to the table – the finest of the private fund managers in India.

Leading the way are:

Krishna Kumar Karwa

Managing Director and CFO Krishna Kumar Karwa is a Chartered Accountant with over 25 years of hands-on experience in the equity markets. His core areas of expertise include Research, Advisory and Fund management.

Sachin Shah

Fund ManagerMr.Sachin Shah, our Portfolio Manager brings with him 18 years of rich experience in equity markets. Mr. Shah specializes in Market Strategy, Sectoral and Company Research. He also doubles up as a Wealth advisor thanks to his wide breadth of expertise in Advisory and Private Wealth Management. He has also enjoyed the position of being the discretionary portfolio manager with leading brokerages in the country.

Why Emkay PMS

Among all the investment avenues open to you, the Indian investor, the equity market is by far the most lucrative from the perspective of return on investment. However, the inherent volatility of the equity markets makes investing in equities seem a risky venture for many investors. You may instead prefer an alternative route to the equity markets considered to be ‘safe’ – mutual funds.

But what if you could combine the relative safety of a mutual fund with the competitive returns from equities? With Emkay’s Portfolio Management Services in India, you can now enjoy the best of both worlds.

To help in this regard, Emkay has toiled to bring about technology that can help evaluate stocks on a wide array of factors.

E-Qual Risk

Emkay Portfolio Management is the proud innovator of a proprietary stock evaluation module called E-Qual Risk. This module compares companies on a series of qualitative and quantitative aspects, offering a minimum required benchmark value for risk-adjusted returns.

It offers this benchmark value for the entire spectrum of stocks - from large-caps to mid-caps to small-cap stocks. Our built-in filters blacklist low quality / high risk companies from our investment universe, thus minimizing risk for our investors’ portfolios.

This module focuses on quality stocks that optimize the asset distribution for our clients’ portfolios. Our highly capable team balances private wealth maximization with liquidity and complete transparency into the portfolio management process through consistent investor communications.

Emkay PMS v/s Mutual Funds

Mutual Funds are great; they are a one-size-fits-all type of investment vehicle.Emkay PMS services, meanwhile, custom-design your investment portfolio based on your personal and financial goals, your appetite for risk and your investment volume. A private portfolio management team that watches your investments with a hawk-eye easily trumps detached mutual fund managers who have no direct interaction with their clients. Choose your own pace of investment and enjoy the flexibility of picking a fee structure as per your requirements. Read on for features of PMS and Mutual Funds

Features Portfolio Management Services Mutual Fund
Portfolio Personalized & Customized Portfolio Common Pool of portfolio
Fund Management Direct Access to Fund Management Team No Access to Fund Management Team
Focussed Portfolio Very Focussed - No-Over Diversification
Blue-Chip Portfolios- Not more than 15 Stocks
Mid-Cap & Small Cap Stocks, not more than 25 Stocks
Most of the mutual fund schemes have nearly 35-50 stocks, leading to excessive diversification
Gradual Investments Flexibility to Invest Gradually Fully Invested from Day 1 of Subscription
Cash Levels Flexibility to maintain High Cash levels Most of times more than 90% invested
Ownership Directly ownership of Assets - Securities in own DMAT A/C & Bank Balance in Own Bank A/C Unit holders own Units of Fund
Fees Flexible Fees Structure Available Option of Low Fixed and Performance Based Fees MF Charge Fixed Management Fees Only. No Option of Linking Management Fees to performance
Tax Individual Stocks - Holding Period > 1 Year = Long Term - NIL Holidng Period < 1 Year = Short Term Capital Gain - 15% Tax Applicable as per subscription & Redemption Dates in the Fund.

Our Offerings

Emkay’s PMS services offer a range of tailor-made solutions to suit every portfolio size and investment objective. Our four key offerings in the Portfolio Management Service in India space are:

Emkay Capital Builder

This solution offers anywhere between 25 to 35 mid-cap stocks that are pegged to the S&P CNX 500 Index. This solution allows complete flexibility in the market cap of the stocks in your portfolio. Investors have the option of building a multi-cap portfolio with funds ranging from small cap and mid cap to large cap.

Emkay Platinum

This is a premium offering from Emkay’s stables that consists of only blue-chip funds. This solution covers 10 to 15 stocks listed on the S&P CNX Nifty. The ratio of large to mid-cap stocks in this portfolio ranges between 60-40 and 70-30.


Emkay Pearls

A middle of the road offering that combines the affordability of small and mid-cap funds with their high growth potential. Consisting of 20 to 25 stocks from the BSE Mid-Cap Index, this portfolio is skewed towards smaller funds with a mid-cap to small-cap ratio between 30-70 and 40-60.

Emkay Crystal

This offering combines the best of both worlds by bringing large caps in the same portfolio as mid and small caps. With 15 to 20 stocks from the BSE-500, this fund plays it safe with a strong large cap bias. The ratio of large to mid to small cap funds in this portfolio combination sits at 50-20-30.

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