Manage Investment in Direct Equities
We are an equity portfolio manager with singular focus on investing client funds in to public listed companies in India. We identify companies on fundamental basis and invest with a minimum 5 years+ time horizon. Compared to a Mutual Fund where you own units in case of a PMS you own direct equities.
Discretionary PMS Service
An investor can avail discretionary services and appoint Care PMS as their portfolio manager. Care PMS will take care of identifying as well as executing investment on behalf of clients. Client can avail this services by executing Discretionary PMS service agreement and Power of Attorney in favor of Care PMS.
Non-Discretionary PMS Service
An investor who has compliance restriction on account of occupation can avail Non-Discretionary PMS services offered by Care PMS. Care PMS will obtain prior consent from client before any new investment. Client can avail this services by executing Non-Discretionary PMS service agreement and Power of Attorney in favor of Care PMS. This services are suitable for employees of audit/law firms, Directors, etc. who has investment restriction on account of their position.
An investor who wants to avail services of Portfolio manager however wants to keep execution with him can avail advisory services offered by us. Client can avail this services by executing Advisory service agreement with Care PMS.