(Unique Allocation as per Client’s Risk Profile)
Unlike many portfolio management services we do not follow a model portfolio approach. In a model portfolio, the same stocks are purchased for every client, irrespective of their goals & risk profile. We recognize that the needs of each client are unique and use a proprietary algorithm to identify the risk profile of every client. Using the risk profile, we use our in house tools for capital allocation into different options available.
Tulsian PMS Pvt. Ltd. intends to make investment in the stocks, for each of their clients, based on Risk Profile generated while on-boarding and as per preference given by each of our clients. A disciplined approach with right exposure and proper asset allocation can help in successful long-term wealth creation.
We aim to provide customized Portfolio Management Services (PMS) to clients by ensuring a proper mix of three school of thoughts – Value, Growth & Opportunity:
a. Value is selection of stocks based on strong fundamentals and core strength, providing steady and consistent growth
b. Growth is selection of stocks/sectors not in the focus of market by detailed study of sector/industries.
c. Opportunity is selection of stocks based on events or technical factors or news or other developments which has seen stocks being highly undervalued.
Amidst all these, our key objectives are:
• First, to protect your capital, and
• Second, to see it grow at a healthy rate.
To earn your trust, we believe in following a completely transparent process in all corresponding transactions. Our values are fashioned not only to help achieve your financial goals, but also to build and maintain a strong, meaningful relationship that lasts long.