Portfolio Management Services

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At Angel, we offer you a choice of two different schemes, each catering to varying wealth creation goals and risk-appetites. Depending on your risk-appetite and the type of investor you classify yourself as, you can choose one (or a combination of two or more) of these schemes.

Angel Lotus Portfolio

Our endeavour is to create wealth over the medium for longer term through investments in equities, and across market capitalization by focusing solely on fundamentals of the companies with a blend of value and growth investing.

Our Approach To Investment

Follow principles of value and growth investing.

Focus on capital preservation.

An impetus to low-risk, high-return stock by capturing the complete up moves in the stock by cherry-picking these at a nascent stage.

Be contrarian at times and bet on unknown & unpopular businesses that have the potential to deliver more superior returns.

Stock picking based on hidden valuations, rather than on absolute market capitalisation.

Suitable for medium to high-risk investors who have a long-term perspective.

Seeks to capture value by investing during the early stages of the growth cycle.

Portfolio Management Services is an investment portfolio in stocks, debt, and fixed income products handled by a professional money manager. These products can be customised to meet specific investment objectives. There is freedom and flexibility to tailor customer required portfolios to address personal preferences and financial goals.

The Key Parameters Include

Strength and quality of management and promoters

Robust business model

Valuation – The appropriate price at the time of entry and exit

Future growth prospects

Fundamentals Of Investment

Investment horizon: 18 to 24 Months

Risk: Moderate

Return: Moderate

Fund Manager: Mayuresh Joshi, Fund Manager, Angel One

Experience: More than 10 years in Equity Research, Advisory and Portfolio Management at Angel One

Get all your queries answered

Email: pmshelpdesk@angelbroking.com

Mayuresh Joshi

As Portfolio Manager at Angel One, Mr. Mayuresh Joshi is responsible for managing Funds and Portfolios with different investment mandates and strategies. He’s known for his expertise in portfolio construction, asset allocation and performance measurement techniques, and has a varied portfolio of clients across Angel’s HNI, MNI and SME.

He’s methodically interprets complicated financial information and makes informed financial recommendations to different categories of investors. He’s an expert in building valuation and risk models, and follows strict adherence to procedures and regulatory requirements. He has consistently delivered returns for clients through systematic allocation of funds across multiple asset classes, through his ability to identify winners in bull as well as bear markets.

A Company Secretary by training and an expert in Corporate Law, Mr. Mayuresh Joshi has been engaged in building multiple verticals for the Angel Group.

Risk Factors

Investments in securities are subject to market risks, which include a price fluctuation risk. There is no assurance or guarantee that the objectives of any of the schemes mentioned in this document will be achieved. The investments made by the various schemes may not be suitable to all categories of investors. The names of the schemes do not, in any manner, indicate their prospects or returns. The performance in the equity schemes may be adversely affected by the performance of individual companies, changes in the marketplace, and industry-specific and macro-economic factors. The debt investments and other fixed-income securities may be subject to interest rate risk, liquidity risk, credit risk and re-investment risk. Liquidity in these investments may be affected by trading volumes, settlement periods and transfer procedures. Technology stocks and some of the investments in the niche sectors run the risk of volatility, high valuation, and obsolescence and low liquidity. One or more of the schemes may use derivative instruments like index futures, stock futures, and options contracts, warrants, convertible securities, swap agreements or any other derivative instruments for the purpose of hedging and portfolio balancing, as permitted under the regulations and guidelines. The use of a derivative requires an understanding not only of the underlying instrument but of the derivative itself. Derivatives require the maintenance of adequate controls to monitor the transactions entered into, the ability to assess the risks that a derivative adds to the portfolio, and the ability to forecast price or interest rate movement correctly. Schemes using derivative futures & options products are affected by risks different from risks associated with stocks and bonds. Such products are high leverage instruments and their use requires a high degree of skill and expertise. Small price movements in the underlying securities may have a large impact on the value of derivative futures & options. Some of the risks relate to mispricing or the improper valuation of derivative futures & options, and the inability to correlate the positions with underlying assets, rates and indices. Also the derivative futures & options markets are uncertain in India. In the case of stock-lending, risks relate to the default from counterparties with regards to the securities lent and the corporate benefits thereof, inadequacy of the collateral and the settlement risks. The portfolio manager is not responsible or liable for any loss resulting from the operations of the scheme. The performance of the schemes may be affected by changes in government policies, general levels of interest rates, and risks associated with trading volumes, liquidity and settlement systems in equity and debt markets. The scheme may invest in non-publicly offered debt securities and unlisted equities. This may expose the scheme to liquidity risks.

About Us

Promoted by Dinesh Thakkar in 1997, Angel One started as a sub-broker business with a team size of three. Today Team Angel has over 3500 employees and work with more than 11,000 sub-brokers. This makes Angel one of the largest independent full service retail broking houses in terms of clients on NSE. Angel's “retail –focused” business model has helped in building a base of over 4.2 lakh retail clients, who are serviced through a pan-India network of over 110 branches.

Our company has been awarded the “Major Volume Driver” award by the BSE for five consecutive years, viz., 2004-05, 2005-06, 2006-07, 2007-08, and 2008-09.

For Marketing & Sales related queries, please call us on (022) 28254443 or write to: pmshelpdesk@angelbroking.com

Personalised services for every one

As members of BSE and NSE, Angel Securities offers Institutional Investors the facility to perform and execute any trade in the Indian Equity Markets.

We’ve set a keen eye on the Indian Equity Markets for over two decades and overtime developed the proficiency to predict market trends, sector cyclical movements and even spot potential multi-baggers to be picked at the right time for the right kind of investment, as desired by the investment houses.

All trades are executed backed by market trends and reports, thereby safeguarding the client's interest and attempting to maximize revenues.

To seize opportunities provided by the Equity Markets we use state-of-the-art technology to help you keep up with the market pace. We also offer high-end technological platform - Direct Market Access (DMA) based on your specific requirements.

Our dedicated Sales Traders have the expertise, skills and resources to recommend stocks and sectors based on the requirement of clients, and truly work towards achieving long-term investment goals.

We ensure total transparency in our dealings and absolute confidentiality of information related to all our clients.

Services at its best