Managed Accounts
A unique offering that empowers you to build a curated portfolio befitting your wealth needs. With managed accounts, you get the benefit of personalized, customized and economical portfolio management services at zero brokerage.
Premium Features
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Managed by experts
Leverage our carefully curated portfolio management as per your financial vision.
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Customization
Reap the benefits of tailor-made solutions attuned to your investment goals and risk appetite.
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Market Orientation
Stay a step ahead with forward-looking portfolios as per changing market dynamics.
Our Unique Pillars
Multi-factor quantitative models
Macroeconomic regime modeling and Multifactor models selection
Value, Growth, Quality, Momentum and Special Situations
Top-Down Macro Overlay
Bottom-up Stock picking:
Detailed financial modeling with quarterly and annual earnings forecasts
In-depth Discussions with companies' management
Risk Management
Volatility and Valuation frameworks to manage portfolio risk and orientation
Forensic analysis and screeners to determine the addressable universe
Find The Strategy that’s Right Fit for You!
Axis Pure Contra
Key Factor models and Investment Styles
Value InvestingMomentum Investing
Special Situations
Risk Management
Portfolio beta management based on volatility forecastingPortfolio leverage management
Cash Positions in the portfolio
Sector Rotation
Forensic Analysis
Axis Pure Growth
Key Factor models and Investment Styles
Growth Investing.Quality Investing.
Risk Management
Market Cap orientation (Large vs. Mid vs.Small) based on volatility forecastingLow Volatility stock selection.
PE management based on macroeconomic regime modeling.
Forensic Analysis.
Axis Customized
(₹.10 cr. and above)
Key Factor models and Investment Styles
Combination of multiple factors as per personalized investment strategyInvestment as per customer’s risk adjusted return e.g Thematic, Mid/Small Cap,Concentrated Portfolio etc.
Risk Management
Market Cap orientation ( Mid vs. Small or bottom up stock picking ) based on volatility forecasting.PE management based on macroeconomic regime modeling
Structural story or sectoral or individual stock opportunity
Entry & exit strategy
AXIS KAIZEN
Key Factor models and Investment Styles
Growth at reasonable priceHigh Quality without paying premium
Risk Management
Entry: Targeting High Growth Phase of the companyExit: Significant change in industry structure or deviation from said strategy
Float and Moat – both are equally important
Investment across the Manufacturing Universe of diversified Mid Cap, Industries and Sub sectors
Alpha Sense AI
Key Factor models and Investment Styles
A Process-Driven Approach of ‘Adaptive Investing’ using multi-factor strategyPowerful Ranking & Grading system to identify core factors rankings for the well known factors
Factor selection framework using S’AS Approach
Winner selection is on the basis of merit which aligns with evolving market conditions
Risk Management
Eliminates list of companies with Low Quality and High Volatility scoreCoverage universe reduced to 240 Stocks from Top 500 stocks
Risk Parity Optimization to reduce the volatility
‘Adaptive Investing’to make investments as per economic environment and market conditions
Exclusive Service for a Chosen Few
HNI and NRI customers with a minimum investment of ₹50 lakh and above through fund or stock transfer.
Experienced Team
Naveen Kulkarni
(Chief Investment Officer)
With his extensive experience, Naveen brings a unique perspective on markets to lead investment policy and strategy at
Axis Securities. As the Chief Investment Officer, he is responsible for providing bespoke investment solutions catering to
needs of various investors.
Naveen has over 20 years experience in the financial services and telecom Sector.
Mr. Neeraj Gaurh
(Fund Manager)
Neeraj is passionate about analysing businesses and
thrives on conducting hands-on, ground level
research on markets at Axis Securities. As a Fund
Manager, he assumes the responsibility of delivering
superior risk-adjusted returns that align with the
specific mandates of our clientele.
Neeraj has nearly two decades of experience in the
Financial Services and has worked with leading
financial institutions.
FAQs
- Professional portfolio management services
- Dedicated fund management team
- Long term investment portfolio approach with active management
- Fund Management Team monthly MEMO with details of Market Outlook and Portfolio entry and exit
- Multiple Strategies to invest as per your need
- Portfolio customization as per client preference for HNI customers for investment of ₹. 10 crore and above
DPMS - Minimum ₹50 Lakh and above.
- Dedicated log in with details of all reports
- Fund Management MEMO- which provides details of strategy management
- Yearly Balance sheet and Profit and Loss
- Pure Growth - Growth & Quality are the key investment styles for Pure Growth mandate
- Pure Contra - Value, Cyclical/Momentum & Special Situation are the key investment styles for Pandurangre Contra mandate
- Kaizen - Growth at reasonable price & Quality focussed on Manufacturing theme is the mandate for Kaizen strategy
- Alpha Sense AI - New dimension of investing using Proprietary AI Scoring based investment strategy
- Customized Strategy - Unique and personalized solution for ₹. 10 crore and above investment with a specific need based mandates
Disclaimer: Axis Direct is a brand under which Axis Securities Limited offers its retail broking and investment services. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Investments in mutual funds are subject to market risks, read all scheme related documents carefully. Axis Securities Limited, SEBI Single Reg. No. - NSE, BSE, MSEI, NCDEX, MCX INZ000161633, ARN No. 64610, SEBI-Research Analyst Reg. No. INH 000000297, SEBI Portfolio Manager Reg. No. - INP000000654, SEBI Depository Participant Reg. No. IN-DP-403-2019, SEBI Investment Advisor Reg No.INA000000615, Main/Dealing off. Aurum Q Parq,Q2 Building, Unit No. 1001, 10 Floore,Level-6,Plot NO.4/1 TTC. Thane-Belapur Road,Ghansoli,Navi Mumbai,Pincode - 400710 Reg. off.- Axis House, 8th Floor, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai-400 025. Compliance Officer: Mr. Jatin Sanghani, E-Mail ID: compliance.officer@axisdirect.in,Tel No: 022-68555574.
