PMS
Portfolio Management Services (PMS)

Leveraging Expertise to Generate Wealth GEPL offers Portfolio Management Services for individuals who desire professional management of their investment portfolios.

Our PMS is powered by in-house research, our expertise in various markets and our access to the right investment opportunities at the right time.

We create your portfolio depending on your investment goals and risk - return profile.

These portfolios seek a balance between risk appetite and return expectation.

We have dedicated fund manager who service our PMS clients. The portfolios typically are a mix of blue chip and growth stocks and we generally maintain low portfolio churn.

Benefits of GEPL Portfolio Management

• Professional management to your portfolio
• Regular reviews by fund management team
• Regular reporting of the status of your investment
• Freedom from regular paperwork

Our PMS Schemes Equities Based Schemes

Growth –This Portfolio provides investors with long term appreciation through investment in high growth companies in the large and mid cap segment. The stock selection is through bottom-up approach with the help of disciplined fundamental analysis to identify companies with favourable industry dynamics & strong earnings visibility.

Mutual Fund Schemes

Dynamic – This Portfolio invests in Mutual Fund schemes and aims to generate optimum returns with prudent mix of Debt, Equity and Hybrid schemes.

The portfolio has three variants:
1. Aggressive
2. Moderate
3. Conservative

Value Added Service for PMS customers

• Variety of Portfolios tailored to your investment time frame
• Schemes that suit different risk appetites
• Peace of mind – because of the absence of leveraging or short selling
• Monthly updates on fund performance

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