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Milestones
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World is full of opportunities. Each one of us is eager to explore, identify and
grasp the myriad investment opportunities that are available. However, not all are
experts in the complex arena of financial products.
In the dynamic world of business, where opportunities are like shooting stars, one
needs help of professionals, who are quick to identify opportunities and convert
them into attractive returns and thereby help you to achieve your financial objectives.
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Welcome to the world of Portfolio Management Services (PMS)
A Portfolio in Securities Market refers to basket of securities that a person has
invested into. Sometimes this includes Debt Instruments, Mutual Funds and even Bank
Balance in addition to regular equities. The person designated to manage the portfolio
is called Portfolio Manager. The Portfolio Manager advises, manages and administers
the securities and funds on behalf of the entrusting client. The service is offered
by a portfolio manager under a specific license from Securities and Exchange Board
of India. This service is very similar to the one provided by Mutual Fund Managers.
The difference between a Portfolio Management Service (PMS) and Mutual Fund (MF)
is that of customization. In most cases, MFs have preset schemes and investors join
and exit those schemes at various points of time at prevailing Net Asset Values
(NAV). In PMS, the client and the portfolio manager chart out specific needs of
the client and the manager manage the portfolio in accordance with those needs.
Sometimes the portfolio manager
may also have separate ready schemes for the client to choose from. As a result
of this customization, client, with his specific needs, benefits. The service level
in the form of reporting transactions, holdings statements etc., also are comparable
or even better than that of a mutual fund.
In short, a Portfolio manager manages client's wealth more efficiently; reduce risk
by diversifying across assets, sectors and funds, and improvise on returns. Expert
Portfolio Manager's endeavor is to find best of avenues to achieve optimum returns
at managed levels of risk.
This service could also be called as "transparent collective investments" where
you get an upper hand in more ways than one.
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Portfolio management Service
How often have you wished your wealth was managed for you to grow abundantly while
you sat back and enjoyed the benefits? Well, at Satco wishes do come true! With
our capable and trustworthy Portfolio Management Services you can experience proficiency,
talent and expertise all of which allow us to bring out the best in your portfolio
of investments.
With an Endeavour to give you the best, Satco provides highly professional fund
management services which are flexible to address varying investment preferences
and deliver maximum returns to our clients. Here are some of the highlights of our
process:
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- Our professional research brings out the brightest stock and sector ideas for your
portfolio.
- Proactive management means monitoring the operational and stock market performance
of all companies in your portfolio on a regular basis.
- Prudent risk management practices mean better downside protection for your portfolio
which also helps converting paper gain into real profits.
- Greater flexibility to hold cash and allocate investments across sectors and market
categories help maximize your return.
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A vital point to remember when investing with Satco’s Portfolio Management Services
is that investments do not automatically become an equity investment. The flexibility
of the PMS allows us to convert cash to equity over a period of time - this process
can be speeded up or slowed down to adjust market trends
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Main benefits of availing a Portfolio Management Services are
- Constant Portfolio Monitoring
- Professional Management
- Diversification
- Defines the customized risk and return
- Transparency
- Flexibility
- Disciplined approach in Investing
- In-depth reporting on portfolio performance.
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We would like you to take study our investment process followed by us along with
our investment philosophy & methodology, types of client categorization. .
For becoming our PMS client, you need to register with us. This would include completing
registration formalities through KYC & agreements, corpus inward, activating your
PMS account and providing you access to your PMS account through website for regular
portfolio updates. Kindly provide your contact details here so that we can get in
touch with you.
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We believe in communication of thoughts to achieve ones goal, and going towards
that spectrum of the goal, we encourage our patrons to write to us.
Portfolio Management Service,
PMS Dept
196, Makhija Chamber,Turner Road,
Bandra – West, Mumbai 400 051. India.
Tel:022-2645 6677. Fax:022-2651 67 83
Email: pms@satco.co.in
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Names
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Designation
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Mr. Shrikesh Kanojia
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Head RMS
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Mrs. Nehal Kothari
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Chief Compliance Officer
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Mr. KetanDivecha
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Head of Accounts & Treasury
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Mr. KetanTrivedi
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Head of Dealing Desk
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Mr. SatishIyer
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Head of DP &Setlement
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Mr. Rajiv Ranjan
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Business Development
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Mr. Sachin Lokhande
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Head of Technology & E-Trading.
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- SATCO acquires Corporate Membership of the Capital Market Segment of the National
Stock Exchange of India (NSE), and sets up its office in Bandra (West). It is one
of the pioneers to set up a broking house in the suburbs. SATCO acquires Corporate
Membership of the Capital Market Segment of the National Stock Exchange of India
(NSE), and sets up its office in Bandra (West). It is one of the pioneers to set
up a broking house in the suburbs.
- Enters Institutional Broking business
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- Gets empanelled with various domestic Financial Institutions (FIs).
- Arranges a first ever 'Brokers' Get-together' with top officials of NSE, providing
aommon platform for NSE members to interact among themselves se as well as with
NSE officials.
- Opens franchises at Panjim, Goa and Hyderabad and becomes one of the first broking
houses to provide on-line trading facility to investors in Goa and Hyderabad.
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- Arranges another interactive programme for NSE members with the officials of NSE
at Nehru Centre, Mumbai.
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- Acquires membership of The Stock Exchange - Mumbai (BSE).
- Gets expanelled with various Mutual Funds
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- Acquires additional 3000 sq. feet office at a prime location in a new commercial
building adjacent to its existing office at Bandra (West) to expand its services
network and improve the quality of services to retail, High Net Worth Individuals
(HNIs) and institutional clientele.
- Records its highest ever turnover during the year.
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- Offers Derivatives products
- Starts advisory services to clients.
- Consolidates its retail operations and upgrades its IT / Back Office infrastructure
to cater to its growing network of branches, franchises / channel partners.
- Conducts various derivatives awareness programmes. Ties up with Shri Raghu Iyer,
exponent in the field of Derivatives, to conduct programmes on derivatives trading
strategies.
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- Opens Fort (Mumbai) branch.
- Starts providing online Technical analyst services to clients.
- Starts offering Mutual Fund products
- Offers Insurance services, Life as well as General after obtaining approval from
Insurance Regulatory Development Authority (IRDA).
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- Opens a franchise at Coimbatore.
- Acquires membership of Multi Commodities Exchange of India.
- Sets up its own Portal to enable Clients to trade from anywhere in the world, receive
digitally signed electronic contracts notes, view their ledger accounts and high
quality research reports on companies.
- Expands its equity base by getting equity participation from Non-Resident Indians
(NRIs).
- Sets up Research Department for providing Research Reports on companies to the clients.
- Conducts seminar at Dubai & Hong Kong to provide broking services to NRI clients
at these centers.
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- Starts DP Operations in August, 05 by becoming Depository Participant of CDSL.
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- Launches Portfolio Management Services to clients in August, 06 after acquiring
Registration of SEBI.
- Opens franchises at various locations in Mumbai & outside Mumbai at Surat, Cochin
& Pune.
- Becomes Self-Clearing Member on the F&O Segment of NSE.
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- Launches Portfolio Management Services to clients in August, 06 after acquiring
Registration of SEBI.
- Opens franchises at various locations in Mumbai & outside Mumbai at Surat, Cochin
& Pune.
- Becomes Self-Clearing Member on the F&O Segment of NSE.
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- Launches Portfolio Management Services to clients in August, 06 after acquiring
Registration of SEBI.
- Opens franchises at various locations in Mumbai & outside Mumbai at Surat, Cochin
& Pune.
- Becomes Self-Clearing Member on the F&O Segment of NSE.
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- Launches Portfolio Management Services to clients in August, 06 after acquiring
Registration of SEBI.
- Opens franchises at various locations in Mumbai & outside Mumbai at Surat, Cochin
& Pune.
- Becomes Self-Clearing Member on the F&O Segment of NSE.
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