Managed Accounts

Premium Features

Managed by experts

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

Customization

Reap the 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.

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 Investing
Momentum Investing
Special Situations

Risk Management

Portfolio beta management based on volatility forecasting
Portfolio 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 forecasting
Low 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 strategy
Investment 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 price
High Quality without paying premium

Risk Management

Entry: Targeting High Growth Phase of the company
Exit: 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 strategy
Powerful 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 score
Coverage 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

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.

Nishit Master
(Fund Manager)

Through his diverse experience in both Buy side & 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 18 years of experience in the financial services industry and has worked with leading financial institutions.

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

What is Managed Accounts?

Axis Securities has named its Portfolio Management Services as ‘Managed Accounts’. In case of NDPMS the customer need to provide transaction level approval and in case of DPMS the discretion of investment will be of the Portfolio Manager.

What are the Key features of Managed Accounts?

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

What is the minimum and maximum amount I can invest?

DPMS - Minimum ₹50 Lakh and above.

What is the PMS Disclosure?

Please refer the PMS Disclosure Document.

Is there any minimum lock in period or Exit Load for investment ?

No, there is no lock-in period, however there will be an exit load of 3% for the first year, 2% for the second year & 1% for the third year, applicable on the withdrawal amount. 4th year onwards there is no exit load.

What statements /information shall be provided on the portfolio?

Dedicated log in with details of all reports
Fund Management MEMO- which provides details of strategy management
Yearly Balance sheet and Profit and Loss

What are the multiple strategies available?

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.

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