Why choose PMS?

Moneyedge offers the best-in-class services for you to gain consistently over a period of time. With our commitment towards you, you can rest assured that we will take care of all monitoring hassles including regular reviews and strong risk management flexibility, and make PMS an ideal investment avenue for high net worth investors.

Key Benefits

• Strong and Active risk management
• Diversification of portfolio to provide adequately spread equity related risks.
• Active and regular monthly review along with portfolio rebalancing
• Experienced and Professional fund management team
• Flexibility to switch from one strategy to other
• Additional purchase facility & Partial Withdrawal facility

Features of PMS

• Buy & Hold philosophy with focus on better post tax returns for the clients
• Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
• Value is the one of the PMS in the country with 16 year + track record launched in March 2003
• MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 16 year period.
• MOAMC PMS has one of the largest active accounts (A total of 10,165) on PMS platform
• MOAMC - PMS has active clients in 148 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS
• Focused Portfolio Investments for client.
• Clients will get 24 *7 access to his portfolio on the web. ( Transparency )
• Client will get CA Certified Tax statement end of every financial year

Our Products

• Value Strategy

Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

The Strategy is an investment style wherein we buy undervalued stocks & sell overvalued stocks, irrespective of index movements.

• Next Trillion Dollar Opportunity

The NTDOP aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity.

The Strategy is an endeavour to capitalize on the themes of Consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.

• India Opportunities Portfolio Strategy

The IOP focuses on capitalizing on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP.

The Strategy is a multicap one, with exposure across market segments such as Large Cap, Mid Cap & Small Cap, in order to take advantage of different market trends.