Portfolio Management Services | PMS Advisory Services | India (2024)

• Versatile: Every type of financial investment can be done through this account
• Low cost: It offers the most competitive pricing structure currently available to the Indian investor.
• Paperless: 100% paperless account with a single view of all your investments . Completly automated execution and reporting

• Safety: The highest standards of transparency maintained by engaging IL & FS Securities & Services Ltd. (ISSL) as our custodian.
• Customized:Just like your personal financial position is unique, this account is unique and tailored as per your objectives, risk profile and goals.

India Business Leader

The India Business Leader scheme advises investing in a subset of high quality growth companies picked from diverse sectors. This scheme uses the Low Churn Buy and Hold strategy which focusses on Quality Companies having Competitive Advantage, available at Reasonable Valuation with solid Corporate Governance practices. It uses selective Hedging strategies for Capital Preservation

Alliance

This portfolio is a mix of both equity and debt securities. It typically targets Flexicap names in equity space and focuses on identifying investment grade bonds and fixed income securities so that the investor could get the best of both worlds – Equity and Debt.

Super Value Mid & Small CAP

This portfolio has 70% allocation to largecaps and balance 30% in small cap and mid cap companies. Based on the past performance, this fund has given impressive returns and always beaten the benchmark.

Minerva India Underserved

Minerva India Underserved strategy largely focuses on businesses within underpenetrated categories that have much longer runways of growth. The core of the strategy is to capture value dislocations using a very forensic on the ground approach to picking stocks. Over the past 8 years, this strategy has flipped the common narrative around Indian smallcaps – Not only has the strategy handily outpaced broader markets since its inception, but it has also delivered this performance with sub-market volatility and without performance being skewed by 1 or 2 ‘stellar’ years for the asset class. Read More

Minerva India Undervalued

Our India undervalued strategy is typically a collection of our 10 to 20 best value ideas, all of which coherently fit within our value, forensic and fundamental framework. Similar to India Underserved, India Undervalued is offered in an unconstrained form , I.e no floor or cap on net exposure. India undervalued is targetted at investors that seek to capitalise on value dislocations through identifiable catalysts. entities. Read More

Flexicap

The Flexicap portfolio maintains a healthy mixture of large cap, mid-cap and small-cap schemes. It also takes positions in bonds/ gold to de-risk and enhance return profile. The strategy endeavours to capitalise the growth in both large and mid cap space.

Who Can Open a DMA (Diversified Managed Account)?

What is the minimum funding criteria for selecting the DMA(Diversified Managed Account)?

Does the client operate this account just like any other investment account?

Is the account truly versatile to hold any investment?

Is the account transparent and safe?

What are the charges of maintaining/subscribing to this account?

Is this account transferable? What are the various modes of holding?

What about documentation?

"Ever since introduction Right Horizons have been managing and guiding my portfolio with care. Effective communication, knowledged decisions and suggestion have been the best practices followed for customer satisfaction and trust. Wish the Right Horizon team all success and continue their support for all range of investors.."

Dr. Sanjib Banerjee

“I have been in the US for over 7 years and worked with the best of brands. My association with Right Horizons has made me feel that I am in safer hands. They make my money work for me. I would like to wish Right Horizons and Anil a great year ahead.”

Srinivas Gandhi, Sr Consultant

Right Horizons stands by their tagline "Guiding you in achieving your goals". It helped me in bringing discipline in my investments, systematic approach in financial planning and help me understand the market dynamics. I feel my investment is in safe hands.

Sanyasi Rao,

"I have been a Right horizon customer for 6 plus years … The best thing I like about them is no coercing into buying new plans . Also the USP is decluttered & simple to understand portfolio reports ! Rohit is doing a phenomenal job."

Shankar Sundarrajan

"I have been associated with RH since 2007. With the association, I gained insights about financial products available in the market. Earning money is one part of life , how to use that money efficiently is very crucial. Right horizons will nurture to create savings pot and build the portfolio slowly and steadily to reach financial goal. Very happy to associate with RH."

Praveen Choudhary

"I am associated with Anil Rego and Right Horizons since 2004. In the 14 yr association, I have received excellent advise on investments and portfolio management from the very committed team at Right Horizons."

Sivakumar S

"I am happy being a customer of Right Horizons because without Right Horizons I don't think we would have thought of regular investment (wealth creation)- max we would have put in FDs if there are any lump sum amount. Also we have full trust in Anil and Rachna and are sure what ever they recommend/suggest is for our good at any point of time. Anil and Rachna's decision always has the customer intheir mind and taken tough decisions to benefit the customer at their own cost which no other company will do. Hats off to both of them."

Alagammai

"I have been associated with Right horizones since 2013. I was impressed by their concept and dedication to serve their customers. They provide right advice and help to maximise the returns. Also provide all support to the customer. I think they are one of the best financial service provider."

Nagaraj Nayak