What you would
be distributing.
- Structure
- Discretionary Portfolio Management Service, SEBI-registered · INP000005722
- Strategy
- Trend Following — Quality + Momentum — long-only Indian equity
- Holdings
- 20–25 positions; high tracking error by design
- Benchmark
- BSE 500 TRI (total return)
- Minimum
- ₹50 lakh, the regulatory minimum for PMS
- Lock-in
- None. Redemption subject to settlement and any exit-load terms in the fee schedule.
- Custody
- Independent custodian; securities in the client's own demat account
- Decision-maker
- Single portfolio manager, with disclosed key-person risk
What you
get from us.
Client-ready material
Factsheets, a mandate one-pager and a strategy deck written to be read by a client rather than only by a compliance department.
A suitability questionnaire
A structured screen to run before the client conversation, so the wrong clients are identified before they invest rather than after.
Portfolio manager access
Availability for your review meetings and client events, within reason and scheduled in advance.
A redacted sample report
So you and your client can see exactly what arrives quarterly before committing to anything.
Straight answers in bad quarters
A written account of what happened and why, including when the answer is that the process did what it was meant to and it still hurt.
What is governed
by documents.
Brokerage, fee sharing, billing basis and the empanelment agreement are commercial terms set out in the empanelment documentation rather than published on a website. We will send the full pack on request, before you commit to anything.
What we will say publicly is that the terms are the same across empanelled partners of comparable standing. There is no side letter, and no partner is quietly on better economics than you are.
A concentrated strategy has a real limit
We would rather close to new capital than let inflows drift the portfolio up the market-cap curve. If capacity becomes constrained, empanelled partners are told before it is announced publicly.
Empanelment enquiry