Managed Accounts

  • Factsheet
    Managed Accounts         Premium Features           Exclusive Benefits           Who Is Eligible           Unique Research Process           Investment Strategy           Experienced Team           Contact Us      


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



  Managed by experts

Leverage our carefully curated portfolio management as per your financial vision.



  Customization

Reap benefits of tailor-made solutions attuned to your investment goals and risk appetite.



  Market orientation

Stay a step ahead with forward looking portfolios as per changing market dynamics.



Exclusive Benefits



  Complete control



  Customization



  Accessibility



  Thematic investing





Who Is Eligible



Exclusively for HNI and NRI customers with a minimum investment of
₹50 lakh and above through fund or stock transfer.



Unique Research Process



  Idea Generation

Our approach combines value identification based on fundamental bottom-up analysis with a top-down macro overlay.



  Idea Screening

• Forensic accounting analysis framework
• Quantitative strategic framework
• Proprietary fundamental MACROS framework



  Decision Making

In-depth valuation analysis to arrive at the intrinsic value of a company and avoid highly expensive stocks or cyclical/commodity business while chasing growth.



Investment Strategies



  Growth Strategy

Portfolio is designed with Indian market growth story and high performing sectors and stocks which can benefit high growth in comparison to peers.



  Contra Strategy

Benefit from mispricing in market with our unique contra strategy; investments in stocks that are either available at a discount valuation or have fallen prey to unexpected events that would have temporary impact on earnings.



  Retirement Strategy

A first of a kind equity proposition for investors to help grow their capital faster than inflation by investing in high quality stocks with minimizing drawdown on long-term basis.









Experienced Team

Chief Investment Officer | Fund Manager

Naveen Kulkarni
Chief Investment Officer

Naveen has over 17 years of experience in the financial services and telecom sectors. He is a CFA and FRM holder. Naveen is a frequent contributor to numerous financial media, including CNBC TV 18, ET Now and The Economic Times. He has been voted consistently amongst the top research analyst for telecom, consumer and strategy in various surveys conducted by Asian Money, Institutional Investors. His team was rated among the top 3 most improved brokerages by Asia Money survey 2016 and 2017.







Nishit Master
Fund Manager

Mr. Nishit, through his diverse experience in both Buy side and Sell side firms brings in a fresh perspective on markets at Axis Securities. As Fund Manager, he is responsible for generating superior risk adjusted returns for customers as per their mandate.

Nishit has more than 16 years of experience in the financial services industry and has worked with various companies like ING Investment Management, Kotak Mahindra Bank, Elara Capital, Reliance Securities, Anand Rathi, Motilal Oswal Financial Services etc. At Reliance Securities he was Senior Vice President and Head of Institutional Equities. His last assignment was with Emkay Global Financial Services as part of their Institutional broking team.

Nishit is a FRM certificate holder and management graduate. He is an MBA from NMIMS, Mumbai and has an acute sense of understanding business models and picking outperformers amongst the investable universe.







Contact Us



  +91 99200 35946 / +91 98830 18366 (Timings: 10:00 AM – 5:00 PM IST Monday to Friday)



  ndpms@axissecurities.in












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Disclaimer


The information provided herein is only for the consumption of the intend recipient/client and such material should not be redistributed. Past performance is no guarantee of future results. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. 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, Dealing off. 1st Floor, I-Rise Building, Q Parc, Loma Park, Thane, Ghansoli, Navi Mumbai-400701, Reg. off.- Axis House, 8th Floor, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai-400 025. Compliance Officer: Anand Shaha, E-Mail ID:compliance.officer@axisdirect.in, Tel No: 022-49212706.