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Finance

Care Portfolio Growth Plus Value

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ABOUT US

We, Care Portfolio Managers Pvt. Ltd. (Care PMS), is a SEBI registered portfolio manager from 2011.

We are a team of Chartered Accountants with a common dream of becoming the source of wealth for our clients and family office. We are managing assets of over ₹ 700 crores spread over 650 clients. Our clientele is spread across the globe and includes Individuals, corporations and NRIs.

Our investment team has a rich experience of 15 years individually in capital market with specialisation in equity asset class. Our investment strategies are built based on client’s risk profile and investment horizon. Our strategies are suitable for investors with a time horizon for 5 years for their investment.

Our team is easily approachable for any discussion with respect to investment. Our dedicated client portal & app facilitates smooth exchange of updates related to investments.

Our focus is on creating wealth for our clients by investing in fundamentally strong companies.

CORE BELIEF

  • "How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." - Robert G. Allen
  • “The stock market is filled with individuals who know the price of everything, but the value of nothing." - Phillip Fisher
  • “If a business does well, the stock eventually follows” – Warren Buffet

CLIENTELE ACROSS THE GLOBE

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OUR BRAND

  • The Globe, in the shape of the alphabet ‘C’ represents the world of Care and our aspiration to become a global player, following world-class standards.
  • The plus sign (+) within the globe comes together to form the symbol of ‘infinity’ ∞ , which indicates that in the world of Care, hard-earned capital of our clients is well protected and has infinite potential to grow.
  • The space within the globe represents transparency in client dealings, our broad mindedness and receptivity to the dynamic changes in the world of business and our proficiency in dealing with them.

MEDIA & RECOGNITION

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MEET OUR INVESTMENT TEAM

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INVESTMENT APPROACH

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INVESTMENT CRITERION

Acquire scalable businesses with professional management, strong financials and available at compelling valuations

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PMS PROCESS

  • Stock selection: Stock selection is done after analysis of financials and due diligence as per Care PMS investment criterion. Generally, we invest only in dominant player in a segment
  • Portfolio construction is done to comply with controls such as individual stock exposure and sector exposure limits are observed. Diversify between growth ideas, turnarounds, and value buys
  • Portfolio review includes a quantitative review of portfolio holding, supervision, and monitoring to align the portfolio with investment team directives
  • Exit is warranted when the stock price appreciates to its fair value or reaches our target or when there is a change in business fundamentals. Replacement is warranted on the Exit of an existing portfolio company or the availability of an alternate investment with superior fundamentals and valuations

RISK MITIGATION

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WHY CARE PMS

  • Focused on one asset class - Equities
  • Single line of business - Portfolio Management Service only
  • Selection of companies based on fundamental merits
  • Individual portfolios managed with restrictions
  • Multiple Investment strategies based on client’s risk profile
  • Dedicated team with easy approachability

INVESTMENT APPROACHES

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PERFORMANCE – GROWTH PLUS VALUE INVESTMENT APPROACH

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SECTOR EXPOSURE

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PORTFOLIO ALLOCATION AS PER MARKETCAP

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FEES & EXPENSES

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