Advisory Stock Portfolios

Information

We are aware of Portfolio Management Services (PMS) where a Fund Manager manages the portfolio of equity shares of an investor. Different PMS have different kinds of portfolios like Flexicap, Multicap, Large Cap, Mid Cap, Small Cap or a thematic portfolio. But the minimum investment amount for a PMS has recently increased to Rs 50 lakhs.

INVESTMENT ADVISORY STOCK PORTFOLIOS is an option where the minimum amount of investment is Rs. 3 to Rs 5 lakhs and they are advised by some of the best and most successful Fund Managers in the country.

Following are the details of the same :

NS Industry Leaders Theme

Objective:

Long term capital appreciation by investing in companies that are the top 3 players of their respective industries.

Why NS Industry Leaders Theme?
  • Comapnies with a proven track record of industry outperformance, effective leadership and efficient management usually find themselves as the NS Industry Leaders.
  • In an uncertain economic environment these are the best companies to buy as these companies are run by proven management and leadership team than can negative difficult times.

Key Features of NS Industry Leaders Theme:

Investment in the leaders industries: Investment in the industry leader ensures good governance and continuous innovation in the management.

Cap risk: The investment advisory portfolio will have exposure to leaders of the segment which comprise of mostly large cap stocks.

Benchmarking: The investment advisory portfolio will be benchmarked against the Nifty 100.

The portfolio: The portfolio will consist of 12-18 stocks to provide superior returns.

Growth in value framework: Companies that have improving/higher return ratio are favored.

Bottom up analysis: A rigorous bottom up research of business financials and management strategies is carried out for all portfolio companies.

NS Multi Cap Theme

Objective:

To participate in the India growth story through investing in the Indian equity markets by building a diversified portfolio across various sectors and caps.

Why NS Multi Cap?

NS Multi Cap opportunity Model is meant to be a core buy and hold portfolio for investors who aim to capitalize the wealth creation opportunity in the Indian economy.

This investment advisory portfolio comprises of flexible and judicious mix of large, mid and small cap companies to have the right kind of stability to sail through tough times as well as has the right force to outperform in the long term.

The stock selection for this investment advisory portfolio is the unique feature as it is backed by rigorous bottom up research blended with the top down approach of understanding the changes and opportunities in the addressable market of the company.

Key Features of NS Industry Leaders Theme:

Investment in the Fastest growing companies of the country: India is set to become a 5 trillion dollar economy by 2025 and will create opportunities for wealth creation across investment theme- investment, consumption, credit.

Cap risk: Nifty 500 universe consists of stocks from all three cap: large, mid and small.

Benchmarking: The investment advisory portfolio will be benchmarked against the Nifty 500 Index.

The portfolio: The portfolio will consist of 20-30 stocks to provide superior risk adjusted returns.

Growth in value framework: Companies that have improving/higher return ratio are favored.

Bottom up analysis: A rigorous bottom up research of business financials and management strategies is carried out for all portfolio companies.

NS Mid & Small Cap Theme

Objective:

Long term capital growth by investing in smaller but growing companies of India.

Why NS Mid & Small Cap?

Most of the multi bagger stock today were NS Mid and Small Cap few years back. Over the last 2 years, NS Mid and Small Cap stocks have seen sharp fall owing to credit squeeze, demand slowdown and over ownership during 2017.

NS Mid and Small Cap theme portfoliois not meant as core portfolio for an investor but some tactical allocation by investors in NS Mid & Small Cap theme can be highly valuable.

NS New India Theme

Objective:

To capitalize on the theme of ‘Value Migration‘ by investing in companies whose business model is more aligned to newer ways of production/consumption.

What is Value Migration?

Value migration is the flow of value from the outmoded business designs to new ones that are able to satisfy consumer’s need. 

Key Features of NS New India Theme:

Investment in Value Migration within Industry: There will be a sea change in the way a product or service is consumed currently.

No Cap Risk: Value Migration opportunity is available across high cap companies to micro cap companies.

Benchmarking: The investment advisory portfolio will be benchmarked against the Nifty 500 Index.

The portfolio: The portfolio will consist of 15-25 stocks to provide superior risk adjusted returns.

Growth in value framework: Companies that have improving/higher return ratio are favored.

Bottom up analysis: A rigorous bottom up research of business financials and management strategies is carried out for all portfolio companies.

Taxation
Sr. No.Type of IncomeTaxation
01Sale of Listed Shares – STT paid at the time of purchase and sale (except for shares purchased before STT came in force). Period of holding less than 1 year – Short Term Capital Gain. Capital gain @ 15%. (U/s. 112A)
Period of holding more than 1 year – Long Term Capital Gain. Capital gain @ 10%. Exempted up to Rs. 1,00,000. (U/s. 112A)