PMS

Benefits We offer

JM Apex PMS offers a discretionary portfolio management service (PMS) built on the core principles of Discipline, Persistence, and Consistency. Its investment philosophy balances pursuing growth opportunities while managing risk. The actively managed portfolio focuses on long-term capital appreciation and alpha generation, structured with approximately 65% in buy-and-hold positions and 35% in opportunistic investments.

Portfolio Structure:

Stalwarts (40%+ Allocation): Core investments in large-cap index heavyweights with a proven track record. These stocks are part of a buy-and-hold strategy unless long-term trends shift.

Stars (10%-40% Allocation): Large and mid-cap stocks with strong management and consistent earnings. These stocks exhibit positive momentum and are viewed favorably in the medium term.

Satellite (0%-30% Allocation): Mid and small-cap companies with high earnings growth potential, offering a favorable risk-reward ratio. Held as long as trends and momentum remain supportive.

Key Investment Highlights:

Strategy: A carefully curated portfolio of quality stocks.

Investment Horizon: 3-5 years.

Suitability: Ideal for investors seeking consistent returns and alpha generation over the benchmark.

Risk Tolerance: High.

Stock Count: Typically 35-45 stocks.

Benchmark: BSE 500 TRI.

Allocation Strategy:

Buy & Hold: Buy & Hold.

Opportunistic: 35%-40%.

This information is provided by JM Financial Services Limited (SEBI Registration no - INP000000621), which acts as a distributor of this product. Before opting for these services, carefully read the Disclosure document and agreement to understand the nature of investment and associated risks.