PMS – Money Grow

Portfolio Management Services (PMS)

We offer 3 investment strategies as per client’s preference and risk tolerance.

Flexicap

A versatile strategy investing across large, mid-cap, and small-cap companies for balanced growth and flexibility.

Small Midcap

Focused on high-growth potential companies in the small and mid-cap segments, offering opportunities for significant long-term returns.

Blend

Focused on high-growth potential companies in the small and mid-cap segments, offering opportunities for significant long-term returns.

Aim to invest in fundamentally strong companies based on 4P framework across the market caps for long term wealth generation

Mix of top-down and bottom-up strategy and stocks will be selected basis various factors like fundamentals, valuations, growth, etc.

Why Flexicap?

Diversification

Invest in a well-diversified portfolio across various sectors and reduce concentration risk.

Adaptability

Flexibility to capitalize on opportunities in evolving market landscapes due to market agnostic approach.

Strong Conviction

More of a BUY and HOLD strategy with minimum churn.

Long-Term Growth

Invest in growth leaders where the long-term expected EPS growth is around 15-20%.

Promoter

Healthy track record of leading the business through good and bad times
Good corporate governance with transparency, accountability and integrity
Growth-oriented mindset

Product

Scale of opportunity should be enormous
Competitive situation should be such that there should be adequate profit pool for all industry participants
Sustainable growth expectations for the long term

Proﬁtability

Fundamentally sound companies with healthy margins, healthy debt/equity proﬁle, robust cash ﬂows and return ratios
High earning growth
Possibility of improvement of profitability going forward

Price

We will use multiple absolute and relative valuation parameters to assess whether valuation is reasonable or not
We will generally stay away from extremely richly valued stocks where investor frenzy is usually very high

Small & Midcap

Industry Potential

Growing companies that are scalable over time.

Pricing power and benign competitive landscape.

Avoid sectors vulnerable to regulations, high-competitive
intensity and short growth cycles.

Business

Companies with competitive advantages, delivering high RoCEs.

Structural growth stories with high cash flow generation with moderate to no debt (unless visible turnaround cases).

Avoid companies with poor cash flows.

Governance

Managements with clear strategy and business model on generating.

Shareholder value over long term.

Prudent capital allocation, in-line with minority shareholder interest.

Valuations

Offering a favorable risk-reward ratio: particularly on a cash flow valuation basis.

Valuation is not the sole investment criteria

Why Small & Midcap?

Scope for PE style investing

Investing in sunrise sectors such as green energy and recycling. Leveraging the China +1 strategy to de-risk supply chains and tap new opportunities. Emphasizing infrastructure development as a key growth driver. Identifying opportunities in NCLT cases and corporate turnarounds.

Emerging Opportunities

Investing in sunrise sectors like green energy , recycling.
Capitalizing on China +1 strategy, derisking supply chains.
Infrastructure focus, NCLT & Turnarounds

Ride compounding story

Once correctly identified and comfortable with governance, ride the earnings growth story.
High earnings growth attracts institutional investors down the line.
The combination of EPS growth and PE re-rating leads to outsized returns.

Blend

Best ideas of Flexicap and Small Midcap in one investment approach

Dynamic Asset Allocation between Large, Mid and Small caps depending on the valuation and expected return

Ideal for investors seeking high growth potential combined with the flexibility and diversification for balanced, long term wealth creation

The Blend strategy captures the upside of Small & Midcap while cushioning the overall volatility of the portfolio