Portfolio Management Service (PMS) is the first growth strategy offered by Prudent Equity; a wealth management company headquartered in Gurugram. This fund puts capital protection first and takes advantage of undervalued opportunities by utilizing a tried-and-true bottom-up value investing strategy.
The fund, which is intended for investors seeking long-term capital appreciation over 36 to 60 months, will require a minimum investment of Rs 50 lakh, according to Prudent Equity. In order to address the medium- to long-term investment goals of a wide spectrum of investors, including HNWIs and UHNWIs, the fund is designed to meet their needs.
By the end of 2025, Prudent Equity wants the growth strategy PMS Fund to have Assets Under Management (AUM) of Rs 250 crores.
Prudent Equity, an asset management firm catering to family offices, high net worth individuals, and retail investors, was founded in 2012 by Siddharth Oberoi. Since its founding, the business has concentrated on offering practical advice on equity investments to individuals, families, and corporations.
Its goal of continuously satisfying investor needs and offering services will be in line with the growth strategy PMS fund. The company states that since its founding in 2012, it has upheld a client-centric philosophy, as evidenced by the successful launch of its Alternative Investment Fund (AIF) in 2022.
Additionally, the company states that, in contrast to the benchmark’s 37% return over the last 12 months, its current ACE fund has recently produced a 75% return.
