Alternate Investments
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What is Alternate Investments?
Why Alternate Investments?
High rewards
Inflation hedge
Portfolio diversification
Efficient risk management
Portfolio Management Service
PMS or Portfolio Management Service is a professional service. Here, the curation and management of portfolios are done backed by qualified and experienced portfolio managers. We strategize & manage portfolios with sustainable risk-adjusted returns. We carefully weigh your portfolio against the potential risks in the market.
How is PMS different from Mutual Funds?
- The mutual fund industry is better for the objective of product investment as it contains equity options, debt & hybrid.
- In the PMS industry, the core focus is on equity investments. Generally, the PMS portfolio comprises a high conviction portfolio comprising of less than 30 stocks.
- This is a niche product the minimum investment starts from 50 lakhs.
- Here we create & build your stock portfolio and focus on it entirely.
What is Unlisted Equity?
Unlisted Equity is generally those equity shares that are not listed in the stock exchange and hence are not easily tradable. The unlisted equity is generally illiquid. Generally, the unlisted equities are relatively priced at a discount to their listed peers. The discount is the price of illiquidity. Value unlocking happens when these unlisted equities get listed on the stock exchanges.
What kind of unlisted equity do we generally suggest?
1. Picking an unlisted stock is no different from picking a listed stock. Our focus is on first ascertaining the business model of the company. We generally pick a company that has a robust business model (i.e. - profit-making companies) and businesses that are scalable with good sound management.
2. The second metric is buying a good company at a great valuation. Our intent is to buy company are available at a good valuation when compared to their listed peers.
3. We prefer a company that has the plan to list itself in renowned stock exchanges in 3 - 5 years' time.
Why to get a professional for the Alternate Investments?
Hiring a professional for your Alternate Investments enables the availability of organisational policies and structure for managing risks, operations and investments. We offer alternative investment strategies that are mostly return-seeking.
faq's
Unlisted Equity is generally those equity shares that are not listed in the stock exchange and hence are not easily tradable. The unlisted equity is generally illiquid edit .
- Generally, the unlisted equities are relatively priced at a discount to their listed peers.
- The discount is the price of illiquidity.
- The value unlocking happens when these unlisted equities get listed on the stock exchanges.
- The general risk of investing in an unlisted equity is similar to the norla direct listed stock. - The direct stock investing comes with an embedded risk of Business Risk and Price Risk. - The unlisted equity comes with an added risk of illiquidity (i.e.- it is not easily tradable). Hence, these are generally available at a discount to their listed peers.