PMS & Advisory
SMIFS Investment Advisory Services offer personalized, research-driven guidance to help you make informed financial decisions. We tailor strategies to your goals, risk profile, and market outlook—ensuring transparency, compliance, and long-term value at every step of your investment journey....
SMIFS Investment Advisory Services offer personalized, research-driven guidance to help you make informed financial decisions. We tailor strategies to your goals, risk profile, and market outlook—ensuring transparency, compliance, and long-term value at every step of your investment journey....
in financial advisory with consistent outperformance.
supported by strong market ties and clear conduct standards.
using field research and direct company insights.
rational investing, with full transparency and no exit load.
Under Fixed Plan 2% per annum of the Average Daily Value of the portfolio, payable quarterly.
Under variable plan A 1% of the portfolio amount plus 10% of the profit above an annualized return of 10%, payable quarterly.
Under variable plan B, 20% of profit payable Half Yearly
NOTE: BROKERAGE & STATUTORY CHARGES EXTRA
We choose the right crops for you
We sow the seeds of your portfolio
We tend to your wealth farm and crops
We monitor the weather
You relish the fruits of success
Smifs Evergreen is a solid, long-term investment product. As the Holy Bible (New Testament, Galatians 6:7) says, 'Whatsoever a man soweth, that shall he also reap'. We choose sturdy, evergreen plants that yield sweet fruits, take care of them, and they become trees from a solid gene pool, giving a decent harvest and withstanding bad weather, all for the long term.
| Investment Philosophy | Capital preservation with solid and steady growth |
| Risk Appetite | Minimal |
| Strategy | Invest in fundamentally strong scrips available at affordable valuation. Invest in large caps and blue chips. |
| Investment Time frame | Long term holding |
| Sectoral Bias | Across the Spectrum with no particular bias |
| Max Weightage | Stock 15% and Sector 25% |
| Plan | Fees / Charges | Mode Of Payments |
|---|---|---|
| Fixed Plan | 2% per annum of the average daily value of the portfolio | Payable quarterly |
| Variable Plan - A | 1% per annum of the investment amount plus 10% of profit above an annualized return of 10% | Payable quarterly |
| Variable Plan - B | 20% of Profit | Payable Half Yearly |
Profit Definition: Profit means realized gains, unrealized gains and dividend received.
Variable Plan Investment Recalculation: For variable plan, investment amount is re-calculated at market rates at the beginning of the financial year.
Profit Booking Discretion: Profit booking is at sole discretion of the fund manager.
Additional Charges: Service Tax and other surcharges are extra.
Note: We reserve the right to change our fee structure. Please speak with your PMS Relationship Manager for latest details.
SMIFS Harvest focuses on reaping the benefits of well-timed investments, capturing opportunities when they are ripe for picking. This strategy emphasizes timing and market cycles to maximize returns.
| Investment Philosophy | Opportunistic growth with market timing |
| Risk Appetite | Moderate |
| Strategy | Focus on market cycles and seasonal opportunities |
| Investment Time frame | Medium to long term |
| Sectoral Bias | Cyclical sectors with growth potential |
| Max Weightage | Stock 20% and Sector 30% |
SMIFS Cedar represents strength and stability, focusing on robust companies with strong fundamentals that can weather market storms and provide consistent growth over time.
| Investment Philosophy | Stability and consistent growth |
| Risk Appetite | Conservative |
| Strategy | Invest in blue-chip companies with strong fundamentals |
| Investment Time frame | Long term |
| Sectoral Bias | Defensive sectors |
| Max Weightage | Stock 12% and Sector 20% |
SMIFS Blooms focuses on emerging opportunities and growth potential, identifying companies in their early stages that show promise for significant future returns.
| Investment Philosophy | Growth through emerging opportunities |
| Risk Appetite | Moderate to High |
| Strategy | Invest in emerging companies with growth potential |
| Investment Time frame | Medium term |
| Sectoral Bias | Technology and innovation sectors |
| Max Weightage | Stock 25% and Sector 35% |
SMIFS Greenhshoots targets early-stage investments with high growth potential, focusing on companies that are just beginning to show their potential in the market.
| Investment Philosophy | Early-stage growth opportunities |
| Risk Appetite | High |
| Strategy | Invest in early-stage companies with high growth potential |
| Investment Time frame | Medium to long term |
| Sectoral Bias | Emerging sectors and startups |
| Max Weightage | Stock 30% and Sector 40% |
SMIFS Orchard focuses on diversified investments across multiple sectors, creating a well-balanced portfolio that can provide steady returns from various sources.
| Investment Philosophy | Diversified growth across sectors |
| Risk Appetite | Moderate |
| Strategy | Diversified investments across multiple sectors |
| Investment Time frame | Long term |
| Sectoral Bias | Balanced across all sectors |
| Max Weightage | Stock 18% and Sector 25% |
SMIFS Bouquet combines the best of all strategies, creating a carefully curated selection of investments that work together to provide optimal returns while managing risk.
| Investment Philosophy | Curated selection for optimal returns |
| Risk Appetite | Balanced |
| Strategy | Carefully curated mix of investment strategies |
| Investment Time frame | Flexible |
| Sectoral Bias | Strategic allocation across sectors |
| Max Weightage | Stock 22% and Sector 30% |
Reach out to our PMS & Advisory specialists for tailored assistance.
