Even a knowledgeable investor knows that effective timing of markets is not possible. Therefore, professional and sound advice is essential to generate superior returns from the stock market.

All have dreams. One may want to buy a house or a car, or provide for their children's education or even for contingencies. These dreams need to be translated into financial goals. And to achieve these goals, one need’s to do some careful planning for your future. Selecting the investments that will best meet your needs is vitally important.

Portfolio Management Service is a highly customized service offering a range of investment options best suited in the current market scenario. We offer professional Portfolio Management Service (PMS) who seek customized solutions to realize their investment goals. We are equipped to design an investment portfolio across various investment avenues like Equities, Fixed Deposits, Bonds etc. in sync with your unique needs.

Our Benefits

• Investment in companies that have a strong competitive advantage over their peers
• Well laid-out investment philosophy
• Pro-active management of funds
• Risk Profiling
• Asset Allocation and Portfolio Construction
• Creation and Accumulation of Wealth through Systematic Investment Plans (SIP)
• Regular review of progress and Portfolio Rebalancing

Under VidKris PMS, we offer an innovative product called Sugam.
As the name suggest Sugam enables investors customised solutions to one investment needs. Its prime objective is to generate returns for the investors by deploying their money in financial markets according to their needs. The Fund manager shall deploy money primarily in stock markets and use cash as tool for generating returns. The philosophy of the group is to invest in growing companies with sound management and strong businesses. The Fund manager will also look for restructuring stories and companies with high dividend yield to generate consistent returns by taking lower risks.

Past performance and experience shows that if investment is done after thorough study of companies’ fundamentals they yield exponential returns. Our Research team is actively engaged in stock picking. It undertakes comprehensive study of micro and macro factors and meets managements of companies at regular intervals. The team provides with research and analyses pertaining to scrips and their performances, industry insights, past present and future trends to help you make well-informed and tailor-made timely decisions. Returns in stock market are not at mercy of Sensex or Nifty. One can make money by entering when Sensex is at peak and getting out when it is at bottom. Individual stocks do not perform in line with overall markets.

We are Stock Exchange Bureau of India (SEBI) registered PMS provider.

VidKris PMS INVESTMENT PHILOSOPHY

• Companies with Compelling Valuations
• Companies with Earnings Growth
• Sectors which will be re-rated and PE multiple will rise
• Management with vision for future
• Contrarian Investment Companies/Sectors where valuations are low due to temporary circumstances/events
• Stocks with forthcoming events which may act as triggers
• Stocks which have high dividend yield and consistent profitability
• Diversification of portfolio for containing non systematic risks in equity market.
• Active review and rebalancing
• Strong risk management
• Consideration of entry and exit loads on investment
• No lock in period for the investment.
• Flexibility to switch from one strategy to other

FUND MANAGER

Mr.Priyank Gupta, a young dynamic chartered accountant. He has attended several programmes in capital markets from various universities, institutions and stock exchanges. He is one of the promoters of the VidKris Group. He writes columns for various magazines and journals on personal finance. He has been handling portfolios of various HNIs and corporate.

His expertise is picking up stocks with triggers and compelling valuations. He is a firm believer in value based investing. He has been inspired by Warren Buffet who advocates disciplined approach to stock markets with investment in companies at very low valuations and strong fundamentals with long term horizon.

He actively meets managements of companies and attends analyst meets. He also discuss portfolios with his clients and investors to understand their individual needs. He does an elaborate study of their risk appetite before developing portfolio for his clients.