Portfolio Management Service (PMS) offers the expertise of seasoned portfolio managers who manage your investments. PMS frees you from day-to-day monitoring and provides added advantages such as regular portfolio reviews, proactive risk management, personalized flexibility. This specialized service is designed to be the ideal investment avenue for high net worth individuals seeking customized solutions and robust growth.
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 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.
PMS offers professional management of investments with an aim to deliver superior risk adjusted returns & saves clients from all monitoring hassles with regular reviews & risk management. All this makes it an ideal investment avenue for high net worth investors.
As PMS usually have concentrated stock portfolio, it has better chance to generate superior returns over the underlying index, especially if the portfolio is recalibrated to compensate the market volatility.
ACE EQUITY PORTFOLIO
Ace Equity Portfolio is a bottom-up, fundamental oriented Direct Equity Portfolio utilizing the Value to Growth theme.
STERLING PORTFOLIO
The ICICI Securities Sterling PMS is a client centric offering; Fund of Funds strategy which invests across asset classes through Direct Mutual Funds and ETFs aiming to generate better risk adjusted returns for your investors with a disciplined investment approach.
SMART BETA OFFERING
A truly unique, data-driven, rules-based investment strategy for different risk profiles.
Over 23 years of experience in Indian financial markets - Fixed income, Equities and Currencies & US bonds.
Invited as spokesperson in various seminars in India and abroad on Global and domestic macroeconomics.
Awarded Master Exemplar by ICICI Group for 3 consecutive years 2016, 2017 & 2018 for outstanding contribution.
Have been successfully managing funds in various asset classes for the last couple of decades with strong macro-economic approach.
Regularly gives his opinion on fund flows, macros, various indices on prime channels like CNBC, ET Now, etc.
MBA from IIM Kolkata.
Over 24 years of experience in equity research and fund management.
Successfully managing funds with mandates across market caps.
Prior experience with UTI Investment advisory Services, IL & FS Investsmart, Lotus MF, JM financial MF.
CFA and MMS (Finance) from Mumbai
Over 10 year's experience in Quantitative, Smart Beta (Factor), Passive and ESG strategies.
Previously worked with Goldman Sachs Asset Management and MSCI (a leading index provider).
An Electronics and Telecommunications Engineer with an MBA (Finance).
Holds the CFA (US) charter since 2015
Over 12 years experience with 10+ years in Private Wealth Management
BCA from BIT Mesra and MBA (Finance) from IBS Hyderabad
Holds FRM Charter (GARP)
CFA (US) level 3 candidate
Vasant have rich experience of 14 years in Financial markets with Advisory expertise in Direct Equity.
Managed entire GPC clients of ICICI Bank.
Vasant Holds MBA Finance from IMED PUNE.
