Axis Securities Ltd
BSE 500 TRI
Equity
Equity,Mutual Fund
04/12/2020
4.10 Years
5000000
Fixed Fee : 2.5 % P:A Charged Quarterly
Fixed Fee : 1.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 20 %
1st Year 3 % 2nd Year 2 % 3rd Year 1 %
The portfolio is designed to capitalize contains investments ideas that are either available at attractive valuations or have witnessed significant decline owing to unexpected events that would have only a temporary impact on their earnings. This portfolio is value focused
Work Exp. 25.00 years
Email ID naveen.kulkarni@axissecurities.in
Mobile No 9930873343
Details Heading Portfolio Management Strategy, Launching and managing investment strategies
Email ID neeraj.gaurh@axissecurities.in
Mobile No 9500054996
Details As the portfolio manager for Axis Securities' Kaizen investment strategy, responsibilities encompass the full lifecycle of the Kaizen portfolio, from ideation to implementation to ongoing monitoring and optimization. Meticulously researching and identifying promising investment ideas that align with the Kaizen mandate that exhibit the potential for sustainable growth and value creation. Construct a fairly concentrated portfolio (10-20 stocks) designed to capitalize on these opportunities, carefully balancing risk and return to meet the specific needs and objectives of the Kaizen strategy. When necessary, I take proactive steps to rebalance or adjust, implementing timely corrective actions to optimize risk-adjusted returns and ensure the Kaizen portfolio remains on track. Portfolio risk management is a critical part of the role. Beyond the core investment management duties, I also play a crucial role in growing the Kaizen strategy's assets under management. This involves engaging extensively with Axis Securities' distribution channels, and potential investors to educate them on the Kaizen approach and its value proposition.
Work Exp. 20.00 years
Email ID nishit.master@axissecurities.in
Mobile No 9833015100
Details Responsible for managing strategies of Axis Securities PMS along with customized portfolios of select clients. Work involves identifying ideas, constructing portfolio while adhering to the mandate given, monitoring performance of the portfolio, taking corrective action if necessary and managing portfolio risk. AUM raising through engaging with the distribution channel and meeting potential investors is also one of the key aspects of the job.
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