arihant financial services tejas shah +91 98865 79505

Arihant Financial Services

Tejas Shah+91 98865 79505

Portfolio Management Services (PMS)Your personal portfolio reflects your investment style and

profile, but requires considerable amount of your time and efforts to manage. Anticipating & analysing market movements, financial statements and studying macroeconomic variables is becoming increasingly complex. You may not have required time to devote to your investments.

Under Portfolio Management Services, you delegate the responsibility of managing your portfolio to a team of specialists who understands your investment objectives.

Our team of Portfolio Managers, Research Analysts and Relationship Managers are working continuously to create and actively manage your portfolio to provide you the best returns in the forever-changing market dynamics.


Investment StrategyWe follow a robust and disciplined investment process and

endeavor to generate absolute returns consistently over a long term.

We believe in active management of portfolios to generate superior returns and regular review of portfolios help in better risk measurement to ensure consistent performance.

An efficient asset allocation with flexibility to apportion 100% to cash and use the cash to grab market opportunities when they arise.

Selective use of derivatives as an investment tool for hedging and portfolio re-balancing.

Invest in relatively concentrated portfolio of not more than 15 – 20 stocks of what we believe as excellent picks.


Investment Process Understanding Customers Investment Requirements

Identify Companies with Growth Dynamics

(Earnings & Business)

Investments and Continuous Review Process

Evaluate by both Qualitative & Quantitative method & select the

stock

Dynamic Portfolio Construction Following Portfolio Objective

Continuously Identifying New

Opportunity


Investment Considerations

Value EPS Price Momentum EPS Growth

Macroeconomic Factors

Themes Sectoral Implications

Volume growth Pricing Authority Free Cash flows Management Sustainability


Systems & Processes

Angel Broking Ltd. takes care of the systems, MIS & related back office activity. The account details and portfolio valuation is sent to each client on a quarterly basis.

We have dedicated team of Advisors, Relationship Managers and operations team whom you can contact for any specific information related to your investment.


Benefits of PMSEfficient Switch between

Cash & Equities

Select Stocks / Sector

Delivering consistent long-term performance while

controlling risksCustomized service; Periodic reporting

To suit individual requirement

(Achieve financial objectives)

Regular statements and updates (Securities held, purchased & sold, cost &

current value)

Schemes at OfferGrowthFee Structure – 30% Profit Sharing on returns generated greater 12% p.a.

For Any Further Clarifications Contact:

Tejas [email protected]

orCall +91 98865 79505


Risk Disclosure and Disclaimer

Investments In Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the scheme will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance does not indicate the future performance of the same scheme or any other future schemes of the Portfolio Manager.

The name of the scheme do not in any manner indicates their prospects of return. The investment may not be suited to all the categories of investors. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should be reliable as such.

Neither Arihant Financial Services nor any person connected with it accepts any liability arising from the use of material. The recipient of the material should rely on their investigations and take their own professional advice. Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so.Recipient should understand that the after mentioned statements/presentations cannot disclose all the risks and characteristics. The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risky return profile and the like and take professional advice before investing. As with any investment in securities, the value of portfolio under management may go up or down depending upon the various factors and forces affecting the capital market. Disclosure Document shall be obtained and read carefully before executing the PMS agreement and any time thereafter.

Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. Prospective investors and others are cautioned that any forward – looking statements are not predictions and may be subject to change without notice.For tax consequences, each investor is advised to consult his / her own professional tax advisor.

Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should be reliable as such.

Neither Arihant Financial Services nor any person connected with it accepts any liability arising from the use of material. The recipient of the material should rely on their investigations and take their own professional advice.


arihant financial services tejas shah +91 98865 79505

Documents