Shriram PMS
Shriram PMS is a pioneering Portfolio Management Services (PMS) firm, aspiring for its innovative Quantamental investment approach. We seamlessly integrate rigorous quantitative techniques with in-depth fundamental analysis, enabling us to identify and capitalize on compelling investment opportunities. Our unwavering commitment to integrity and a relentless pursuit of innovation drives us to deliver superior, risk-adjusted returns for our clients. We meticulously tailor our investment solutions to align with each client's unique financial objectives and risk tolerance.
Our Investment Philosophy
External Stimuli
Internal Stimuli
Quant + Fundamental
External Stimuli
- Macro-economic changes: Interest rates, Inflation, Economic cycle, Changes in the Industry, Government & Regulatory changes etc.
- Liquidity factors – Flows from DIIs, FIIs, Retail
- Relative Valuation to history, other countries, Index reconstitutions, Factor rotations
Internal Stimuli:
- Changes in Management, Operating Business model, Capital structure
- Corporate Actions: Mergers, De-mergers, rights offerings, tender offers, buybacks, de-listings etc
- Changes in capex trends, New product launches with an active customer base, etc
Shriram “Quantamental” investing uses a hybrid strategy that blends the power of quantitative models—based on rigorous data analysis and statistical techniques—alongside traditional fundamental analysis, which assesses the intrinsic value of companies. By integrating these two methodologies, we aim to deliver superior investment outcomes tailored to your individual goals and risk tolerance.
Quantitative Multi-factor investing
Our quantitative models analyse vast amounts of financial data and apply a multi-factor quantitative approach for portfolio construction to avoid any biases towards a single factor or style. This data-driven approach helps us make informed investment decisions and manage risk effectively.
Fundamental Research
Complementing our quantitative models, our team of experienced analysts will conduct in-depth fundamental research to assess any “Alpha Triggers” i.e. triggers which could unlock value and result in long-term alpha for the investments.
Portfolio Construction
We curate portfolios based on a ‘Quantamental’ approach, which combines both ‘Quantitative’ and well as a ‘Fundamental’ analysis.
Why Choose Shriram PMS?
Quantamental Approach
We are the first in the industry to employ a unique quantamental approach that combines rigorous quantitative analysis with deep fundamental research, ensuring well-rounded and informed investment decisions.
Experienced Team
Our team of seasoned professionals brings decades of financial expertise, ensuring that your investments are managed by knowledgeable and skilled experts.
Tailored Investment Strategies
We understand that each client has unique financial goals, and we customize our investment strategies to align with your specific needs and objectives.
Robust Risk Management
Our advanced risk management techniques help mitigate potential downsides, providing you with a balanced and resilient portfolio that can withstand market volatility.
Transparency and Integrity
At Shriram PMS, we prioritize transparency and integrity in all our dealings, ensuring that you are always informed and confident in our investment decisions.
Long-Term Focus
Our investment philosophy is centered on long-term value creation, aiming to build sustainable wealth for our clients through strategic and disciplined investment practices.
Offerings
Shriram LEAPS (Large & Emerging Alpha Portfolio Strategy)
A curated portfolio of 15-25 stocks, with a large-cap bias, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.
Shriram Future GEMS (Growth Enabled Mid & Small Caps)
A curated portfolio of 15-25 stocks, with a bias towards mid and smaller-sized companies, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.
Team Details
Mr Hitesh Savanth, CFA
Principal Officer & Fund Manager- 12+ Years of experience across Portfolio Management and Wealth Management
- Managed and advised Family Offices and UHNIs Public Equity, Private Investments & Multi asset portfolios across Indian & Global markets
- Strong focus on delivering risk adjusted returns
- B. Com (Hons.) from Sri Sathya Sai University
- Chartered Financial Analyst from CFA Institute
Mr Ketan Shah
Fund Manager- 17+ years in Equity Research.
- 15+ years of buy-side experience, excelling in sectors like BFSI, Engineering, Capital Goods, and Construction.
- Focused on executing tailored strategies for consistent, long term growth.
- MBA Finance from N L Dalmia Institute of Management Studies & Research.
Get in Touch with Us
Contact Us
Details of Principal Officer:
Compliance Officer
Details of Grievance Officer:
SEBI Head Office:
Securities & Exchange Board of India
(‘SEBI’), SEBI Bhavan, Plot No. C4-A “G” Block, Bandra Kurla Complex, Mumbai
217, 2nd floor, Swastik Chamber, Near junction of S.T. & C.S.T. Road, Chembur, Mumbai - 400 071
Email:
hitesh@shriramamc.in
Contact:
+91 9916535421
Get Directions
Website Disclosure
Redressal of client Grievance:
Investors are entitled to make a compliant in writing, orally or telephonically directly to Shriram PMS. Investors that are serviced by their independent advisors or distributors can also raise their complaints through their advisors and distributors.
Investors are entitled to make a compliant in writing, orally or telephonically directly to Shriram PMS. Investors that are serviced by their independent advisors or distributors can also raise their complaints through their advisors and distributors.
It is mandatory for the investor having grievance to take up the matter directly with Shriram PMS at first place.
For complaints related to PMS the investors can directly reach Shriram PMS through email at : grievance@shriramamc.in
Investors can contact Shriram PMS through telephone at: +91 2269473443
Investors can send letters to Shriram PMS at:
504 Meadows Sahar Plaza Andheri Kurla Road,
JB Nagar Andheri East, Mumbai- 400059,
Maharashtra, India
Shriram PMS shall endeavour to redress the Investor complaint(s) within 21 (twenty-one) calendar days from the date of the receipt of the complaint by Shriram PMS.
If Investors are still not satisfied with the response from Shriram PMS, they can lodge their grievances with SEBI at https://scores.sebi.gov.in/scores-home/; or may also write to any of the offices of SEBI or contact SEBI Office on Toll Free Helpline at 1800 266 7575 / 1800 22 7575. The complaint shall be lodged on SCORES within one year from the date of cause of action, where the complainant has approached Shriram PMS, for redressal of the complaint and
Shriram PMS has rejected the complaint or.
The complainant is not satisfied with the reply received or the redressal action taken by Shriram PMS.
The complainant is not satisfied with the reply received or the redressal action taken by Shriram PMS.
SCORES may be accessed through SCORES mobile application as well, same can be downloaded from below link:
https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330
https://apps.apple.com/in/app/sebiscores/id1493257302
Alternatively, the client can directly initiate dispute resolution through the ODR Portal if the grievance lodged with the Portfolio Manager is not satisfactorily resolved or at any stage of the subsequent escalations mentioned above. The dispute resolution through the ODR Portal can be initiated when the complaint/dispute is not under consideration in SCOREs guidelines or not pending before any arbitral process, court, tribunal or consumer forum or are non-arbitrable in terms of Indian law After exhausting all aforementioned options for resolution, if the client is not satisfied, they can initiate dispute resolution through the Online Dispute Resolution Portal (ODR) https://smartodr.in/login
Website Disclosure
As per SEBI Master Circular dated June 07, 2024, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For more details about the Portfolio Manager and direct on-boarding option, you may refer to the Disclosure Document available on our website or free feel to contact us on pms.support@shriramamc.in
Registered office
217, 2nd floor, Swastik chambers, Near junction of S.T & C.S.T Road, Chembur, Mumbai - 400 071
Correspondence Address
504 Meadows Sahar Plaza Andheri Kurla Road, J B Nagar Andheri East, MUMBAI, MAHARASHTRA, 400059
- CIN: L65991MH1994PLC079874
- SEBI Registration Number -INP000008765
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