Our Offerings
Portfolio Management Service
In EQ PMS, the portfolio manager curates a unique focused portfolio (usually 10-12 stocks) for each client based on the timing and quantum of his/her investments.
Compared to the common industry practice of proportionally allocating model portfolio shares regardless of the price, our proprietary daily model portfolio approach is price conscious and mitigates the risk of overpaying for any stock.
Product Overview
- Investment decisions are arrived at through a long-term, bottom-up approach.
- All intelligent investing is value investing. We predominantly follow the principles of classical value investing.
- Investment decisions may also be based on growth, momentum, or event arbitrage strategies.
- Investments would be made only in listed Indian equities. Though we are market cap agnostic, we predominantly invest in small/midcap stocks where we find value.
- Investee companies are constantly monitored, and the investment rationale is validated time and again.
Portfolio Management Services (PMS)
At BMC Advisors, we offer personalized Portfolio Management Services (PMS) designed to help you achieve your financial goals through focused and disciplined investment strategies.
What Sets Us Apart?
Focused Portfolios of 10-12 Stocks
We build concentrated portfolios with 10-12 high-performing stocks, ensuring each investment aligns with your long-term objectives.
Rigorous Stock Selection
We choose companies with low debt, strong cash flows, investor-friendly management, and a competitive edge to drive sustainable growth.
Investing with a ‘Margin of Safety’
We buy stocks at a discount to reduce risk and position your investments for long-term upside.
No ‘Flavour of the Month’ Stocks
We avoid trendy investments, focusing instead on companies with solid fundamentals for long-term value.
Ideal for Patient Investors
Our strategy suits those who:
– Prefer simple, long-term solutions.
– Understand equity investments work best over 3+ years.
Aligned with Your Success
Our performance-based fees ensure we only earn when you do, keeping our interests aligned with yours.
Research-Driven Approach
We rely on deep research and analysis to make informed decisions, adapting your portfolio as market conditions change.
Long-Term Wealth Creation
We focus on building wealth steadily, aiming for growth that lasts, whether for retirement or wealth preservation.
Focused Portfolios of 10-12 Stocks
We build concentrated portfolios with 10-12 high-performing stocks, ensuring each investment aligns with your long-term objectives.
Rigorous Stock Selection
We choose companies with low debt, strong cash flows, investor-friendly management, and a competitive edge to drive sustainable growth.
Investing with a ‘Margin of Safety’
We buy stocks at a discount to reduce risk and position your investments for long-term upside.
No ‘Flavour of the Month’ Stocks
We avoid trendy investments, focusing instead on companies with solid fundamentals for long-term value.
Ideal for Patient Investors
Our strategy suits those who:
– Prefer simple, long-term solutions.
– Understand equity investments work best over 3+ years.
Aligned with Your Success
Our performance-based fees ensure we only earn when you do, keeping our interests aligned with yours.
Research-Driven Approach
We rely on deep research and analysis to make informed decisions, adapting your portfolio as market conditions change.
Long-Term Wealth Creation
We focus on building wealth steadily, aiming for growth that lasts, whether for retirement or wealth preservation.
