We curate a basket of mutual funds that is well diversified across AMCs and managed by reputed fund managers focused on capturing capital appreciation opportunities across market caps, sectors and themes.

Large cap and Multi cap funds provide stability and low volatility in the equity portfolios, through allocations to industry leaders. On the other hand, mid and small cap and theme-based funds usually provide higher alphas driven by economic factors and cyclical sector performance.

Equity Managed Accounts provide exposure to an array of well-researched underlying investments. PMS/AIFs provide access to portfolio strategies that are unique in nature and not available via the mutual fund route.

PMS/AIFs are normally discretionary-managed portfolios formed with a view to providing significant capital appreciation over a medium-term horizon. Additionally, investors benefit from the expertise of high-performing fund managers with strong track records in fund management.

The Avendus Non-Discretionary PMS Equity Desk is a proposition that generates stock ideas for investors who want to build a direct equity portfolio, thereby maintaining complete discretion over the decision-making process.

This proposition is a blend of bottom up ideas generation and top down tactical views based on macro-economic factors. Our in-house NDPMS desk also helps equity investors streamline their direct equity portfolio, prune their positions and provide the required advisory on stocks held.

Our advisory is backed by in-depth research and analysis that is conducted on an ongoing basis through extensive company meetings, channel checks with competitors, suppliers, customers, bankers, ex-employees, industry experts, etc.