Differentiated approach to investing with Quant methodology.
Portfolio Management Services
Professional Management. Uncompromised Vision.
In an era of Man vs Machine, experience superior performance via a Man with Machine approach.
At PL, investing takes on a new approach. We merge 8 decades of market wisdom with cutting edge tech to unlock value creation for our investors.
Your Portfolio Managed byOne of India’s leading Quant - based Asset Management houses.
Why choose PL to manage & grow your wealth
Experienced & independent Investment Committee.
8-decade expertise in equity.
Proprietary State of the Art Quant Technology.
Industry leading Research DNA.
Specialised team of investment and quant professionals managing your money.
Choice of strategies suited to your investing needs.
Robust time-tested investment strategies.
PL's PMS Strategies
Engineered for systematic wealth creation, risk-adjusted alpha generation, and tailored investment management across market cycles.
Invest for Alpha, Invest in AQUA
Our AQUA strategy is designed for alpha generation for our investors.
Adaptive. Quantitative. Unbiased. Alpha
India’s first and only flexible strategy which adapts to investment styles across different market regimes
Min. Investment
₹50 Lakhs
As per SEBI guidelines
Suitable For
Moderate to Aggressive Investors
Good fit for who want to grow their wealth over the long-term investment.
Time Horizon
3 to 5 Years
Recommended minimum
Where is your money invested?
Market Cap Focus
Flexicap diversified across large, mid and small cap stocks of Stocks: 25 - 30 stocks.
Allocation
Not more than 4% in a single stock at the time of purchase.
THE AQUA INVESTMENT PHILOSOPHY
Adaptive
Across investing styles, sectors, sizes, beta and factors.
Quantitative
Uses proprietary quant techniques to blend fundamental, technical and macro analysis based on a systematic, rules–based and data–driven approach.
Unbiased
Eliminates emotional, behavioural, style & benchmark biases in portfolio construction by using a quantitative approach.
Alpha
Focused on granular, repeatable and systematic alpha.
AQUA’s Proprietary 6S Investment Framework
It is the holistic set of rules which guide our investment decisions
Investment Philosophy
All our investment strategies are built on the core philosophy of SMART investing to seamlessly navigate the dynamic market landscape.
Systematic Design
using a rules–based approach to eliminate emotional & behavioral biases.
Measurable Performance
tested rigorously across market cycles for sustainability.
Adaptive Models
that dynamically respond to changes across multiple dimensions.
Repeatable Alpha
Driven by unconstrained and objective processes.
Transparent Attribution
Using data–driven multi factor frameworks to enhance reliability.
“What Google maps did to Navigation, we believe Quant has the power to do in Investing”
What is Quant?
Quant Investing is harnessing data and technology to make data-driven, rule-based and unbiased decisions.
We eliminate human biases to provide investors for repeatable, sophisticated investment experience.
Why we believe in Quantitative Investing?
With 80 years in capital markets, we identified 2 human limitations in investing:
We aren’t very good at keeping our emotional, behavioral and style biases at bay.
We can’t process vast amounts of data with speed and precision.
This is precisely what machines are good at!
We combine human insights with a machine’s capability to make more objective and informed investment decisions.
FAQ on PMS
Portfolio Management Services (PMS) is a professionally managed investment service offered by experienced investment experts. It aims to create, manage and grow your wealth based on your financial goals by constructing a portfolio of stocks, bonds, gold etc.
Portfolio Management Services can be broadly divided into three types based on who controls the transaction:
- Discretionary PMS: the fund manager is authorized to make investment decisions on your behalf, i.e. the client’s behalf.
- Non-discretionary PMS: the authority to make the investment lies with you, i.e. the client. The fund manager can only provide suggestions and make the investment after the client’s approval.
As per SEBI regulations, ₹50 lakhs is the minimum investment amount to be eligible for PMS services.
To get started with investing in PL’s Portfolio Management Services, you need to fill out a client registration form. You will also need to provide a set of documents such as PAN card, address proof, identity proof and bank account details to open a demat account. We can help you do all of it easily.
Yes, NRIs can invest in PL’s PMS through NRE or NRO account.
PMS is generally designed for high-net-worth individuals (HNIs) and other investors seeking bespoke portfolio management.
PMS offers personalized investment strategies, active portfolio management, and access to exclusive investment opportunities, ensuring a tailored approach to wealth management.
Risk is managed through continuous monitoring, asset diversification, and strategic rebalancing, ensuring that portfolios remain aligned with your risk tolerance and market conditions.
The returns generated by PMS are taxable based on the type of assets held. Long-term and short-term capital gains, as well as dividends, are subject to applicable tax laws.
Yes, PMS is regulated by the Securities and Exchange Board of India (SEBI) to ensure transparency and protect investors’ interests.
PMS could or could not have a lock-in period, but investors are encouraged to maintain a long-term horizon to fully realize the benefits of portfolio management.
