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Wealth Creation & Management

Long-Term Growth | Reliable Risk Management | Outperforming Returns

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    *As per the revised SEBI (Portfolio Managers) Regulations, 2020, the minimum investment amount for availing PMS is ₹50 lakh

    Latest Achievement

    One of our schemes was listed in Top 5 performers for December 2022 in economic times.

    Grow Your Wealth with Bonanza Portfolio Management Service

    Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.

    0+ Years
    Of Consistent Performance
    0%
    Absolute Returns
    0+ Years
    of Trust & Legacy

    Investment Strategies

    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    Disclaimer: *performance as of 31/10/2024. 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).

    Reasons To Count On Bonanza Portfolio Management Service

    Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.

    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.

    UTMOST FLEXIBILITY

    Bonanza provides its customers with the flexibility to choose from a gamut of portfolio management strategies as per their risk appetite.

    EXPERIENCED COMMITTEE TEAM

    With our capable and trustworthy team of Portfolio Management Services, you can experience proficiency and quality in the services offered.

    TRANSPARENCY

    As an investor, you have access to all your investments through online login, a mobile application, and a customer service manager dedicated to you. Your funds and stocks are safe with the custodian and stocks are always in your DP account opened with the custodian.

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    Happy Clients. Happy Life.

    Success Stories of Our Clients

    “I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.”
    Navin Rajapurakar , Technimont, Chief Engineer
    “I am an engineer by profession and working for an MNC. Due my busy work schedule, earlier I was unable to spare enough time to manage my investments properly. Few years back after receiving a call from a Bonanza executive, I decided to start my PMS journey with Bonanza. It has been wonderful experience as my PMS Manager and theportfolio management service team at Bonanza precisely understood my investment goals and guided me to invest accordingly. Even during the pandemic when markets had corrected significantly my investments were performing well thanks to the rebalancing strategies advised by Bonanza team.”
    Godavari Gokhale, Worley Parsons, Senior Engineer
    “I have been associated with Bonanza Portfolio Management Service for more than 5 years now. I am happy that they understand client risk appetite and financial goals very well and accordingly guide them in investing. The way PMS team has managed my portfolio has helped my capital to appreciate considerably with time and I look forward to maintain a long term relationship with Bonanza.”
    Sanjay Paste, Sterlite Technologies, Manager Commercials

    Media Mentions

    Common Questions (FAQs)

    Some questions asked by the clients and members of our community

    You can open a PMS account with us if you are:

    • 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)

    Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund managers portfolio.

    The PMS is open to all Indian nationals, residents, or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines in order to invest in the PMS scheme.

    Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investment objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.

    We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.

    As a part of our service offering and, in an endeavor, to provide complete transparency of the dealings in the client’s PMS account, the following reports are emailed to the clients to their registered email id mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.

    • 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.

    Grow Your Wealth with Bonanza
    Portfolio Management Service

    Bonanza is affiliated with the best in the industry – right from the NSE, BSE, MSEI, MCX, NCDEX, NMCE, ICEX, CDSL and NSDL.

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    Head Office: Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai 400063

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