Portfolio Management Services

Sarthi Portfolio Management Services (PMS) is a multi-disciplinary, multi asset fund focused on Indian equity markets and structured to suit the needs of both institutional and high net-worth investors. A team of highly experienced managers manage the portfolio. Our clients are the heart of our business and hence we provide them a truly personalized service experience.

Investment philosophy:

Our portfolio management philosophy is based on fundamentals, technical and “value” based stocks. The fund is managed both actively and passively. The philosophy is to deliver long term growth while managing risk. We believe that solid research is fundamental to sound investment decisions. Every stock recommended is viewed as if it is a piece of a business, not just a stock certificate.

Strategy:

Focus on Unique businesses Focus on Under researched Uncovered fundamental stocks Valuations cheap relative to growth Momentum analysis

Management interaction / Concall Review of Investment Committee Suitable Entry & Exit points Stop losses – price & time wise Risk management