PORTFOLIO MANAGEMENT SERVICES
CAPITAL STOCK is a SEBI approved Portfolio Manager with a long standing history of 30 years, providing personalised client service and investment advice to individuals and corporate. Clients can rely on the expertise of the team of fundamental and technical analysts to make investment decisions for them.We are one among the Top performers in PMS in India.
Why entrust your investments to a Portfolio Manager like us ?
In today’s fast moving world it is not at all possible or prudent to do all personal investments on your own. One cannot keep pace with the fast moving markets and information flow on a day to day basis. This is where a Portfolio Manager like Capstocks comes into the picture. CAPSTOCKS Portfolio Management team keeps track of the markets on a daily basis and has at its disposal a lot of information and analytical tools which an investor would not normally have access to.. Also the investor does not have to go through the grind of analyzing balance sheets, income statements or financial ratios himself. Other technicalities pertaining to shares like dividends, rights, bonus, buy-back, mergers and acquisitions are also be taken care of by us. Clients can interact with the Portfolio Management team, clear their queries and give their suggestions.
Our investment goal is to maximize returns through intelligent stock picking and analysis. The main approach is to invest in a mix of securities comprising of front line stocks, mid cap stocks and identified growth stocks. A combination of Fundamental Analysis for identifying prospective scrips and Technical Analysis to time the investments are used for deriving optimum results.
No Entry/Exit Load or Lock in Period
The PMS has no entry or exit load and also no lock in period. The PMS can be completely liquidated by the client at any time.
Minimum Portfolio Amount
Minimum amount required for starting PMS is Rs.50 lakhs, as per SEBI regulations. You can also give your existing shares as capital and the same will be valued at market rate.
3% flat fee on average Net Asset value(NAV)