PMS

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Overview

How often have you wished your wealth was managed for you to grow abundantly while you sat back and enjoyed the benefits? Well, at Bonanza wishes do come true! With our capable and trustworthy Portfolio Management Services you can experience proficiency, talent and expertise all of which allow us to bring out the best in your portfolio of investments.

With an endeavor to give you the best, Bonanza provides highly professional fund management services which are flexible to address varying investment preferences and deliver maximum returns to our clients.

Need of Portfolio Management:

  • To make the right decision in the unpredictable nature of the stock market, it requires time, knowledge, experience and strong research. In the end it boils down to make the right move in the right direction at the right time. That’s where the expert comes in.
  • The capital markets today need a constant tracking mechanism due to complexity in terms of compliances, methodologies, effects and analysis. As is the case globally, the Indian investor has also realized the advantages of seeking professional advice in order to not only manage but also augment their portfolio.

Benefit of Portfolio Management Services:

  • Direct investment : In PMS, Investment in stocks is direct and shares are held in investors Demat a/c only.
  • Transparency : PMS has better transparency because investor knows the stocks holdings of his portfolio. He knows when and what Fund Manager is doing with his portfolio.
  • Better management : Although portfolio value is in line with market movement, the chances of outperformance are higher due to active management and greater flexibility to control the downside of portfolio value by qualified and well experienced fund manager backed by strong Research team of Analysts.
  • No Limits : PMS has no cash restrictions and can sell most of the portfolio in bad market condition.
 

Growth

Bonanza Growth aims to provide a growth oriented approach to investment management which is based on both fundamental and technical research. Bonanza Growth investment philosophy is highly disciplined and process driven and follows a set of rules that focuses on conserving and building wealth consistently across market cycles.

Indicative Asset Allocation

  • Up to 100% asset allocation in equities.
  • Diversified Portfolio.
  • Portfolio balancing with Derivatives.

Minimum Investment : Rs.25 Lacs

 

Value

The portfolio aims to invest in undervalued small-cap and mid-cap companies with strong fundamentals and earnings growth drivers (with min. market capitalization of 100 cr.)

To generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Indicative Asset Allocation

  • Up to 100% asset allocation in equities.
  • Diversified Portfolio.
  • Midcap / Largecap bias

Minimum Investment : Rs. 25 lacs

For more information, drop an email at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 022-30863707 / 520 / 934

Non Disclosure Document
 

Customers can send in their grievances to:

grievances@bonanzaonline.com

 

For DP related complaints clients may send their grievances to:

dpgrievance@bonanzaonline.com

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