Portfolio Management Services, Alternative Investment Funds

Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialised investment strategies to capitalise on opportunities in the market.

Deutsche Bank is pleased to refer to you Portfolio Management Services from reputed third party providers (fund houses / financial institutions), who, for a fee, invest your money after scientifically analyzing the pros and cons of the various options.

Expert Fund Management

Funds are managed by experienced fund managers who use sound investment strategies to invest your money smartly.

Professional Management

PMS products referred by Deutsche Bank combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The portfolio managers take care of all the administrative aspects of your portfolio with a monthly or semi-annual reporting on the overall status of the portfolio and performance.

Continuous Monitoring

The fund managers and research team keep a constant watch on your money. This team knows exactly how your money is performing through continuous monitoring. This information is sent by the fund houses through:

Communications that include relevant information on major market events
Quarterly or semi-annual performance updates

Hassle Free Operation

With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, makes it a completely hassle free way to invest in markets.

Latest PMS Products

DB India Multicap Equities PMS

What it aims to do

DB India Multicap Equities is participating in the potential of growing Indian companies through an actively managed long-only equity investment product
The strategy uses top-down and bottom-up approaches in identifying investment themes and ideas
The Multicap Equity mandate is designed for Equity investors who seek attractive returns through a broad benchmark oriented approach and who are able to bear the risks of high volatility of the investment
The Portfolio is available in Rupees

How it works

Sector allocation, Market Cap allocation and stock selection
Indian stocks are analysed based on their growth prospects to determine which businesses are likely to grow at superior rates. This is done on a market cap agnostic basis to ensure optimum allocation, keeping in mind liquidity and size
Different sectors are evaluated based on the current economic environment. The sector allocation takes into account that different sectors perform very differently during various phases of the business cycle
In the stock selection process, the portfolio manager analyses technical indicators and fundamental factors such as: attractive valuation (good growth prospects at a reasonable price), strong and sustainable cash generating business model to enable the company to pay dividends and above average growth potential with a strong market position

Investment Process

Investment universe
Focus List (Size and Liquidity)
Research (Quantitative, Qualitative, Technical)
Security Selection
Portfolio Construction

Benchmark: NSE Nifty 500

ASK Indian Entrepreneur Portfolio

ASK Indian Entrepreneur Portfolio invests in entrepreneurially driven and / or family owned businesses; listed on the Indian stock markets, for compounding gains over the medium to long term.

Investment Objective

Capital Preservation and Capital Appreciation over a period of time achieved through Long term Investments in high quality companies with strong growth prospects.

Investment Attributes

Size of Opportunity
Earnings Growth
Quality of Business
Value

In addition, Good Management quality is a given constant.

Investment Approach

Identify large and growing business opportunities
Identify businesses with competitive advantage that are significant sized. (minimum Rs. 100 crore of PBT)
The quality of the business should be good to be able to fund strong growth through internal cash generation
The management should have the drive and have skin in the game to deliver compounded growth period after period. (uncompromised corporate governance is a must)
Seek to identify such businesses at reasonable discount to value and stay invested for a length of time and make money as EPS compounds

Benchmark: BSE 500

ENAM India Diversified Equity Advantage (IDEA) Portfolio

Investment Objective

Generate capital appreciation through investments in equities with a long term perspective.

Investment Approach

Construct a high quality, high conviction, long only portfolio
Allocation across industries and capitalization ranges including companies which are typically under researched and offer a higher return potential
Seek to identify high quality businesses that are structurally well positioned, have sustainable competitive advantages and strong execution capability for consistent long term growth

Investment Process

Universe: Defining the playing field
Detailed Financial Analysis
Idea generation and Portfolio construction: High conviction investments
Portfolio Review: Tracking existing investments

Benchmark: Nifty 500

IIFL Multicap PMS

Investment Objective

Generate long term capital appreciation for investors from a portfolio of equity and equity related securities.

Investment Strategy

Invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests a large proportion of the portfolio in high quality Secular growth companies which are long term compounding stories. Rest of the portfolio is invested across quality Cyclicals and Defensives while avoiding Value traps. Portfolio construction across these three quadrants enables to enhance diversification even with limited number of stocks.
Internal (financial analysis, corporate governance checks, risk reward valuation) and External analysis (conferences, investor presentations, management interaction, primary visits across supply chain)

Benchmark: S&P BSE 200 TR Index

Motilal Oswal Next Trillion Dollar Opportunity Strategy (NTDOP)

Investment Objective

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth. It aims to invest in stocks across market capitalization with a focus on identifying potential winners that would participate in successive phases of GDP growth

Key Aspects

The strategy has the mandate to invest in Equity and Equity-related instruments across the entire market capitalization spectrum of Large cap, Midcap and Small cap companies
Focus on Sectors and Companies which promise a higher than average growth
Concentration on emerging Themes
Buy and Hold strategy

Benchmark: Nifty 500 TRI

SBI Growth with Values Portfolio

Investment Objective

Generate Long-term capital growth through investment in well-researched stocks.

Portfolio Attributes

Investing in companies meeting positive standards of Environmental, Social, Governance responsibility
Will focus on niche businesses having conducive universe for multi-fold growth with longevity
Invest in companies which are disproportionately high beneficiaries of Economic Growth

Benchmark: S&P BSE 500 Index

White Oak India Pioneers Equity Portfolio

Investment Objective

The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India.

Investment Strategy

Long only with a bottom-up stock selection approach.

Investment Philosophy

Outsized returns are earned over time by investing in great businesses at attractive values
A great business, is one that is well managed, scalable, and generates superior returns on incremental capital
Valuation is attractive when the current market price is at a substantial discount to intrinsic value

Benchmark: S&P BSE 500 TR Index

Varanium Large Cap Focused Fund

A Focused portfolio of high growth businesses with quality management, pro-minority shareholder interest, strong ‘economic moats’.

Focus on Quality

Stocks chosen based on quality and sustainability of earnings
Diligent filtering around key metrics such as Return on capital employed, Return on Equity, Capital dilution, cash flow and required Margin of safety

Portfolio Construct

Large cap, growth style oriented (60-100% of the portfolio)
Top-down theme / sector selection
Bottom-up stock picking
Focused portfolio of 15-20 stocks
Aim to build meaningful exposure in high conviction ideas

Stay updated on your portfolio movements

Access various reports like capital gains, dividend history etc. online with db WealthPro.

Know more

Portfolio Management Service Providers

Deutsche Bank offers you Portfolio Management Services (PMS) from the Top Fund houses that work towards the growth of your funds. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country from Deutsche Investments India Pvt Ltd, ASK Investment Managers, ENAM Asset Management, IIFL Asset Management, Motilal Oswal Asset Management, Varanium Capital Advisors, SBI Funds Management and White Oak Capital Management

ASK Investment Managers Ltd.

ASK Investment Managers Limited (ASKIM), is a leading asset and wealth management company, primarily catering to the HNI and UHNI market in India. They were one of the first companies to obtain a portfolio management services license in India.

Investment Philosophy

Greater certainty of earnings v/s. mere quantum of earnings growth
Superior and consistent quality of earnings v/s. mere quantum of earnings growth
High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price

Investment Principles

Pricing the value rather than valuing the price
A disciplined investing into outstanding businesses
Building a portfolio of compounding opportunities
Buy 'growth' businesses at 'value' prices

ENAM Asset Management Company Pvt. Ltd.

Established in 1997, ENAM Asset Management Company Pvt. Ltd. (ENAM AMC) is a portfolio manager registered with the Securities and Exchange Board of India (SEBI). With over 20 years of experience in India’s capital markets, ENAM AMC has established close relationships with numerous organizations across a range of industries. This experience gives us unique insights into how companies operate and the quality of their leadership

Investment Broad Objective

Seek to identify high quality businesses that are structurally well positioned, have sustainable competitive advantages and strong execution capability for consistent long term growth

Investment Philosophy – 5 Pillars seeking out value-driven opportunities

Business opportunity
Longevity
Management quality
Value accretion
Culture of discipline

IIFL Asset Management Ltd.

IIFL Asset Management is a part of the IIFL Wealth group and an India-focused, global asset management firm. Their differentiated products enable sophisticated investors across the world to participate in India’s unique growth story. They understand the nuances that define India’s demography and demand. A disciplined and active management approach allows to tap into India’s potential as a unique asset class for long-term growth. Their deep insights of the India story enable us to create investment strategies that generate sustainable risk-adjusted returns.

Investment Philosophy – VALUE

Value creation by capital preservation blended with opportunistic growth
Active management with a long-term focus
Local expertise and rigorous research
Unafraid to be unconventional
Ethical and responsible investment

Motilal Oswal Asset Management Company Ltd.

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956. The AMC is also registered with SEBI under SEBI (Portfolio Managers) Regulations, 1993 as Portfolio Manager. Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Investment Philosophy

Buy Right – QGLP approach (Quality of business and management, Growth in earnings and sustained ROE, Longevity of competitive advantage / economic moat, Good business for a fair price)
Sit Tight – Focus and Discipline

SBI Funds Management Pvt. Ltd.

SBI Funds Management Private Ltd. has emerged as one of the largest players in India advising various financial institutions, pension funds, local and international asset management companies. They now bring experience in wealth management to offer exquisite retail services to High Net-worth Investors. Their aim is to understand the investor’s requirements and risk / return expectations, based on which they suggest solutions for the customer’s portfolio.

White Oak Capital Management

White Oak is a Mumbai-based boutique investment management and investment advisory firm founded by Prashant Khemka, former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. It was established in 2017 with the vision of building a performance centric organization with a strong investment culture. It has launched offices simultaneously in Singapore, India and Mauritius. Over the years, they have Geographically expanded to establish offices in UK and Switzerland as well.

Investment Culture

Team of local experts with global experience
Bottom-up stock selection philosophy
Disciplined fundamental research
Balanced portfolio construction

Varanium Capital Advisors Pvt. Ltd.

Varanium Capital Advisors Private Ltd (VCAP) is a Mumbai based boutique Investments firm. The firm acts as a SEBI licensed Portfolio Manager and Alternate Investment Fund Manager. VCAP endeavors to provide Investment solutions and advisory to HNIs and institutional clients through a basket of customized investment products across a wide spectrum of traditional and Alternate Asset classes.

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SMS PMS to 561615

Call 1860 266 6601^#

^#Customers outside India need to dial +91 22 6601 6601.
Customers in Mumbai can also call at +91 22 6601 6601. Call charges apply.

Investment Options

Disclaimer: Deutsche Bank is pleased to bring to you on a make available basis, Portfolio Management Services* from reputed third party Portfolio Management Service (PMS) Providers (fund houses / financial institutions). Portfolio Management Services (PMS is a sophisticated investment option that offers a range of specialized investment strategies to avail of opportunities in the market.

* Please note that Deutsche Bank’s role is limited to referring your details to a third party PMS provider of your choice. Deutsche Bank does not provide any advise or make any recommendation or representation about a third party PMS Provider or its PMS Schemes. Deutsche Bank has no control over and is not responsible or liable for any acts or omissions of the third party PMS provider. Any information contained in Bank’s brochure or other material and otherwise communicated by Deutsche Bank shall not be construed as investment advice or a recommendation. All decisions to subscribe to PMS Schemes of third PMS Providers is entire yours and based on your judgment keeping in mind your risk appetite and investment objectives. You are advised to take investment decisions after due consideration and in consultation with your investment consultant.

Conditions Apply: All investments in securities are subject to market risks and there is no assurance or guarantee that the objectives of the products will be achieved. Market value of investments can go up or down depending on the various factors and forces affecting the securities markets. Yield or a fund’s past performance should not be considered as an indication or guarantee of future yield or results. Deutsche Bank AG is only a distributor of the Portfolio Management Services (PMS) products of the third party Asset Management Companies (AMC) and is not related in any manner whatsoever in the investment / management of monies in such products. Deutsche Bank does not assure or guarantee any returns on any investments recommended by it. Offer document and terms and conditions of issue of such products should be read and understood carefully by the investor before making any investment decisions.

The decision to make investments in securities or PMS products is entirely owned and controlled by the concerned investor and Deutsche Bank AG shall not be responsible or liable for any matter connected with such investments. Nothing contained in this report shall constitute or be deemed to constitute an offer to sell / purchase or as an invitation or solicitation to invest in any securities or financial instruments of any entity. Neither this document nor anything contained herein shall form the basis of any contract or commitment whatsoever. Deutsche Bank AG does not make any warranty, express or implied, including the warranties of merchantability and fitness for a particular purpose nor assumes any legal liability or responsibility for the accuracy, completeness, reliability or usefulness of any information contained therein.