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PMS – Portfolio Management Services

About PMS

Staying invested for a longer period is the key to maximize returns from equities. We aim to minimize churning & restrict churn to 25% of the portfolio. PMS charges are fixed & competitive based on the performance of the funds on a profit-sharing basis. Our objective would be to build a focused portfolio for optimum returns through the entire growth cycle of the business.

PMS Investment Philosophy

Stock Filters

Perference for:

  • Strong corporate governance
  • Promoter Holdings above 50%
  • Debt free & Consistently Dividend Paying Companies
  • Strong earnigs growth
  • Efficient capital utilization
  • Rising RoE & free cash flow

Macro Themes

  • Sectorial Allocation is 25% Maximum
  • Preference for Sectors /Companies which are least affected by regulatory restrictions/policies
  • Domestic Consumption Potential
  • Forex-Earning potential

PMS Risk Management

Exposure limits devised for Risk Management & Prudential Norms:

Exposure norms ( on PMS Corpus) LKP Falcon LKP Eagle
Underlying Emphasis / Benchmarks shall comprise Nifty 100 Stocks Minimum 60% Maximum 50%
Shall comprise Nifty 500 or Midcap Stocks Maximum 40% Minimum 50%
Sectorial Allocations Maximum 20% Maximum 25%

  • Mode of Payment : By Fund Transfer/Cheque/Stock Transfer
  • Investment Horizon : Preferable Tensure (3years+)
  • Benchmark : CNX Nifty Index
  • Protfolio ValuatiSon : Closing NSE market prices of the previous day


  • Invement managed on individual basis
  • Third Party Custodian for funds & securities


  • Monthly performance statements
  • Transactions, holdings & corporate action reports
  • Annual certified statement of accounts

  • Portfolio Auditors : Morzaria & Associates
  • Clearing & Settlement : LKP Securities Limited
  • Bankers : Yes Bank

Mr. R.KUMAR- (Fund Manager)

  • Bank Operations & Compliance / Audit Experience of more than 30 years in a leading PSU Bank out of which he has 10 years of experience in Equity, Debt, Corporate Commercial Papers & later as Chief in Treasury, Domestic Subsidiaries Exposure & Capital Market Desk.
  • Managed an AUM of more than Rs.10,000 Crore out of which Rs.4000 Crore in Active Equity Trading portfolio, Rs.6000 Crore in various Liquid / Diversified Mutual Funds & Private Equity / Alternate Investments.
  • Strengthened in House Research & Analysis, identified & added Scrips in Auto, Pharma, Private Banks, IT & FMCG during 2012-16 and robust Equity Portfolio was created which resulted in “all time High Profit record” during 2014-15.
  • The strategy adopted based on Fundamentally Good Companies , with excellent Corporate Governance, Domestic Consumption Prospects, Track records.
  • Interactions with various CFOs through Networking with Corporates, Mutual Fund Portfolio Managers & Investment Bankers in last 10 years enhanced insight, market dynamics & capability to pick Quality Stocks.
  • Few Scrips added in Equity Portfolio: Motherson Sumi, Heritage Foods, Bharat Forge, Force Motors, WABCO, Page Industries, Bajaj Corp., Persistent Systems, Castrol, CRISIL, Havells India, Ambuja Cements, Dabur India, Eicher Motors, Tata Global Beverages, TVS Motors, Glenmark Pharma, etc.


Investing in securities including equities and derivatives involves certain risks and considerations associated generally with making investments in securities. The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision. All Statements, estimates and data included in this document are as on date.

The information in this document has been printed for general information of our customer only. No one can use the information as the basis for any claim, demand or cause of action without first seeking legal advice.

LKP Group and its affiliates (and any of their respective directors, agents, and employees) will not be liable for any damages, losses or cause of action of any nature arising from any use of this sample document

Securities investments are subject to market risk. Please read on carefully before investing.

Registered Office: 203,Embassy Centre,Nariman Point,Mumbai - 400021.
Tel: +91 22 4002 4785/4002 4786 Fax: +91 22 2287 4787
Single SEBI registration number for NSE/BSE/MSEI : INZ000216033 CIN L67120MH1994PLC080039 and Maharashtra GSTN No. 27AAACL0963A1ZZ
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of your Aadhaar Card along with a written request signed by all the holders.
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