GSTIN : 27ABHPW5174F1Z9
Equity markets are the meeting point for buyers and sellers of stocks. The securities traded in the equity market can be either public stocks, which are those listed on the stock exchange, or privately traded stocks.
We are a Portfolio Management Service Providers
Sensex Equity Firm brings for you Portfolio Management Services (PMS) from seven providers that work towards the growth of your funds. Our recommendations aim to ensure that your strategy and portfolio are built on solid foundations. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country, including the products from Prudential ICICI, Reliance Capital, Franklin Templeton, Benchmark Asset Management.
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Our “Dharma” Nurtured by two
Traditions
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Services we offer
We help create wealth for our customers
through PMS and AIF services.​
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Portfolio Management Services =
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Our flagship service, EQ PMS, is a pure equity discretionary portfolio management service in which the portfolio manager curates a focused (usually 10-12 stocks) unique portfolio for each client based on the timing and amount of his or 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..
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Alternative Investment Fund =
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EQ India Fund, our first category III AIF scheme launched in 2017, is a long only pure equity fund investing in listed Indian equities. It is a pooled investment vehicle, while PMS has client-centric, unique portfolios.
Being a pooled fund, the exposure to stock-specific risks in the EQ India Fund is expected to be lower compared to EQ PMS. Also, the ease of operations gives the fund manager the ability to make quick fund-level buy/sell decisions.
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Disclaimer: Sensex Equity Firm 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 Sensex Equity Firm role is limited to referring your details to a third party PMS provider of your choice. Sensex Equity Firm does not provide any advise or make any recommendation or representation about a third party PMS Provider or its PMS Schemes.Sensex Equity Firm 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 Sensex Equity Firm 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. Sensex Equity Firm 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. Sensex Equity Firm 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 Sensex Equity Firm 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. Sensex Equity Firm 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.