We curate a basket of mutual funds that is well diversified across Asset Management Companies (AMCs) and managed by reputed fund managers focused on capturing capital appreciation opportunities across market caps, sectors, and theme, as per the categorization issued by SEBI.

• Large cap Fund
• Multi cap/Flexi cap/Large & Mid cap/Value/Contra/Focused/Dividend Yield Fund
• Mid cap/Small cap Fund
• Sectoral or Thematic
• Index Funds/ ETFs
• Aggressive Hybrid Fund/Dynamic Asset Allocation
• Fund Of Funds (Overseas or Domestic)

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.