Premium investment vehicle for consistent returns :
Portfolio Management Service offers professional management of investments with
an aim to deliver superior risk adjusted returns. It also saves clients from all
monitoring hassles with regular reviews and risk management. All this makes it an
ideal investment avenue for high net worth Investors.
Professionally managed quality portfolio:
The portfolio is managed by seasoned professionals who have considerable experience
in equity markets. They manage the portfolio adhering to the strategy communicated
to the clients.
Scope for higher risk adjusted returns:
As PMS usually has concentrated stock portfolio, it has a better chance to generate
superior returns over the underlying index, especially if the portfolio is recalibrated
to compensate the market volatility.
Diversification of risk:
Since the stock market is uncertain and volatile at times, investment in PMS will
look to diversify the risk and thereby reduce the impact of adverse events on the
ICICI Securities Limited Discretionary PMS:
The focus is on offering differentiated and value products, which helps in earning returns from new
and relatively less risky propositions than those offered in PMS space. Currently offering a smart beta PMS, with pipeline to
offer similar new products.
About ICICI Securities Active Index Portfolio
Smart Beta : A breakthrough in the realm of Passive Investments
Index-based investing is gaining prominence worldwide and India is no exception. Products like Passive Index Fund
& ETFs are extremely relevant in the current landscape where investors are seeking efficient least cost avenues for
investments. The quest for superior risk-adjusted returns over indices has in the meanwhile given rise to Smart
Beta Index strategies. Smart Beta strategy uses a robust approach in index construction rules vs. traditional
market capitalization-based rules.The ICICI Securities Active Index PMS is a differentiated value-added offering
for our customers which uses the Smart Beta factors of lower volatility and higher alpha to generate
superior risk adjusted returns.
The ICICI Securities Active Index PMS is a differentiated value-added offering for
our customers which uses the smart beta factors of lower volatility and higher alpha
to generate superior risk adjusted returns.
Benefit of Lower Volatility along with Alpha Creation
The fund is managed by Mr. Azeem Ahmad, who has more than 15-years of work experience
in Capital Markets. In his last assignment, Azeem was the chief macro strategist
for ICICI Securities Retail Research team.
Minimum Investment : Rs. 50 lakhs