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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

Portfolio reviews will be done on a half yearly basis (September & March). However if:

Any share in portfolio triggering 20% negative return continously for two quarters, exit may be considered to minimize loss. Any share in portfolio triggers 30% positive returns within a year, partial profit booking may be done after considering further growth prospects of the Company.

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
  • Custodians : LKP Securities Limited
  • Bankers : Yes Bank

Open your PMS account with us.

Register Button with the link

Registered Office: 203,Embassy Centre,Nariman Point,Mumbai - 400021.
Tel: +91 22 4002 4785/4002 4786 Fax: +91 22 2287 4787
SEBI REG NO: NSE: INB/INF 230720030 BSE: INE010675433 MCX-SX INE260720030 NSE INE230720030
BSE SEBI Registration : INB/F010675433
In case of grievances for Securities Broking /DP write to us on
For linking your Demat/trading account with Aadhaar, submit the self-attested copy
of your Aadhaar Card along with a written request signed by all the holders.
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For Call & Trade / Support Desk Call: 1-800-3070-3399 Copyright © 2010 LKP Group Ltd.
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