Portfolio Management
Services
Recent: Aegis PMS - One of the Top Ranked PMS in India’s Multicap Category by PMS Bazaar in 2024
Long-Term Growth | Reliable Risk Management | Outperforming Returns
Why Bonanza PMS
30+ Years of Trust and Legacy, 10 Years of Consistent Performance, and 1 Lakh PMS Accounts.
10+ Years
Consistent performance
1 Lakhs+
PMS accounts
30+ Years
Trust & legacy
Unique Investment Strategies
generated by analysing the portfolios for more than 2 decades
Growth PMS
- Invest in emerging leaders with a consistent track record and with a focus on companies having excellent fundamentals for over 5 to 10 years.
- Primarily allocation across mid-cap and small-cap stocks.
- Use of both top-down and bottom-up approaches.
- Have at least one catalyst for earnings growth by virtue of plant expansion, new client addition, new market, new products, debt reduction, underlying raw material cost reduction, or new orders getting executed in the next 1-2 years.
Growth Value
- Investment into cherry picks companies that have both excellent growth prospects and track records.
- Major allocations are across large-cap and mid-cap stocks that meet our fundamental and technical research criteria.
- Post the primary screening, final stock selection is driven primarily by growth trigger which emanates from our proprietary screener.
- Mainly it's a top-down approach.
Growth Edge
- Aims to generate long-term capital gains by investing in mid and small-cap stocks.
- The strategy focuses on stocks that have superior earnings growth potential or offer special opportunities in the near term.
- Use of Bottom-up approach.
- Investment in emerging leaders with a consistent track record.
Growth Aegis
- Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength.
- Aegis strategy has been curated keeping risk management at the forefront.
- Strategy has been structured to benefit from tactical and momentum picks along with Value picks through use of proprietary tools. Primarily allocation across mid cap and small cap stocks.
- Focus on companies having excellent Fundamentals and Technical.
- Nearly 80-90% of portfolio invests in Quality growth business, nearly 20% in turnaround business and balance 10% in Momentum or tactical portfolio.
Growth Multicap
- Aims to invest into companies targeting long term appreciation with GARP approach.
- The focus is to seek out securities with growth prospects that are quoting at reasonable valuations.
- The fund will follow a mix of top-down and Bottom up approach.
- Mix of Top down and Bottom up approach for picking up stocks reasonably valued but strong growth potential.
- Mainly find small businesses which has sustainable MOAT.
- Long term investment approach.
*Performance as of 31.12.2024. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
Experience the Best Wealth Service
with bonanza portfolio management services, specially designed for you.
Hassel Free, and Quick End-to-End Support
With a complete array of services across all verticals in finance, Bonanza Portfolio Management Services offers you the perfect blend of financial services to help break down your financial goals and work on achieving them.
Experienced Committee Team and Experts
With our capable and trustworthy team of Portfolio Management Services, you can experience proficiency and quality in the services offered.
Utmost Flexibility
Trust and Transparency
So, What are you waiting for?
Trusted by Over Our 50k Accounts
Trusted by Over Our 50k Accounts
from all over the country investors, just like you.
My investments were performing well thanks to the rebalancing strategies advised by Bonanza team.
Worley Parsons, Senior Engineer
They have handled my PMS account really well, especially in the volatile COVID pandemic situation.
Technimont, Chief Engineer
My investments were performing well thanks to the rebalancing strategies advised by Bonanza team.
Worley Parsons, Senior Engineer
They have handled my PMS account really well, especially in the volatile COVID pandemic situation.
Technimont, Chief Engineer
Frequently Asked Questions
Still got questions? We're here to help.
- An Individual
- A Hindu Undivided Families
- An Association of Persons
- Limited Companies
- An NRI, overseas company, firm, society, or an overseas trust (subject to RBI approval)
- Account Performance Statement
- Holding Statement
- Transaction Statement
- Capital Movement Statement
- Corporate Action Statement
- Audited reports certified by a CA will be sent to all clients annually after March yearend audit is completed.
