Your Partner For Wealth Creation
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10+ Years
Of Consistent Performance
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700%
Absolute Returns
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27+ Years
of Trust
Grow Your Wealth with Bonanza Portfolio Management Service
Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.
Long-Term Growth
Our PMS strategies provide investment opportunities to create wealth by generating returns and achieving long-term financial objectives.
Reliable Risk Management
As a custodian of your funds, we apply robust and efficient risk management policies which help in reducing portfolio volatility and increasing risk-adjusted returns.
Outperforming Returns
Our investment strategies have consistently performed better than indices and other peer PMS schemes and have provided returns of more than 18%+ CAGR over a period of more than ten years.
Investment Strategies
PMS Growth
- Invest in emerging leaders with a consistent track record and with a focus on companies having excellent fundamentals for over 5 to 10 years.
- Primarily allocation across mid-cap and small-cap stocks.
- Use of both top-down and bottom-up approaches.
- Have at least one catalyst for earnings growth by virtue of plant expansion, new client addition, new market, new products, debt reduction, underlying raw material cost reduction, or new orders getting executed in the next 1-2 years.
CAGR (Since Inception)
| PMS Growth | Nifty200 |
|---|---|
| 18.19% | 10.37% |
Disclaimer: *performance as of 31.10.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
PMS Value
- Investment into cherry picks companies that have both excellent growth prospects and track records.
- Major allocations are across large-cap and mid-cap stocks that meet our fundamental and technical research criteria.
- Post the primary screening, final stock selection is driven primarily by growth trigger which emanates from our proprietary screener.
- Mainly it's a top-down approach.
CAGR (Since Inception)
| PMS Value | Nifty500 |
|---|---|
| 18.95% | 14.12% |
Disclaimer: *performance as of 31.10.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
PMS Edge
- Aims to generate long-term capital gains by investing in mid and small-cap stocks.
- The strategy focuses on stocks that have superior earnings growth potential or offer special opportunities in the near term.
- Use of Bottom-up approach.
- Investment into emerging leaders with a consistent track record.
CAGR (Since Inception)
| PMS Edge | Nifty500 |
|---|---|
| 17.90% | 15.16% |
Disclaimer: *performance as of 31.10.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after the deduction of the applicable expenses (excluding taxes).
Reasons To Count On Bonanza Portfolio Management Service
With a complete array of services across all verticals in finance, Bonanza Portfolio Management Services offers you the perfect blend of financial services to help break down your financial goals and work on achieving them.
EXPERIENCED INVESTMENT COMMITTEE TEAM
With our capable and trustworthy team of Portfolio Management Services, you can experience proficiency and quality in the services offered.
UTMOST FLEXIBILITY
Bonanza provides its customers with the flexibility to choose from a gamut of portfolio management strategies as per their risk appetite.
TRANSPARENCY
As an investor, you have access to all your investments through online login, a mobile application, and a customer service manager dedicated to you. Your funds and stocks are safe with the custodian and stocks are always in your DP account opened with the custodian.
Awards & Recognition
Success Stories of Our Clients
Navin Rajapurakar
Technimont
Chief Engineer
I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.
Godavari Gokhale
Worley Parsons
Senior Engineer
I am an engineer by profession and working for an MNC. Due my busy work schedule, earlier I was unable to spare enough time to manage my investments properly. Few years back after receiving a call from a Bonanza executive, I decided to start my PMS journey with Bonanza. It has been wonderful experience as my PMS Manager and the portfolio management service team at Bonanza precisely understood my investment goals and guided me to invest accordingly. Even during the pandemic when markets had corrected significantly my investments were performing well thanks to the rebalancing strategies advised by Bonanza team.
Sanjay Paste
Sterlite Technologies
Manager � Commercials
I have been associated with Bonanza Portfolio Management Service for more than 5 years now. I am happy that they understand client risk appetite and financial goals very well and accordingly guide them in investing. The way PMS team has managed my portfolio has helped my capital to appreciate considerably with time and I look forward to maintain a long term relationship with Bonanza.
In the News...
FAQs
What is Portfolio Management Services (PMS)
Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investment objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.
How will I know about gains from PMS for tax calculation?
We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.
How can I monitor the performance of my Portfolio?
As a part of our service offering and, in an endeavor, to provide complete transparency of the dealings in the client’s PMS account, the following reports are emailed to the clients to their registered email id mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.
- Account Performance Statement
- Holding Statement
- Transaction Statement
- Capital Movement Statement
- Corporate Action Statement
- Audited reports certified by a CA will be sent to all clients annually after March yearend audit is completed.
Who can open a PMS account with Bonanza?
You can open a PMS account with us if you are:
- An Individual
- A Hindu Undivided Families
- An Association of Persons
- Limited Companies
- An NRI, overseas company, firm, society, or an overseas trust (subject to RBI approval)
Can I open a PMS account with a combination of Cheque and Stocks?
Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund manager’s portfolio.
Can an NRI avail PMS?
The PMS is open to all Indian nationals, residents, or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines in order to invest in the PMS scheme.
How We Work
- Our financial experts will call you to get started with your wealth creation journey.
- We will meet at a convenient time and discuss avenues that could help you in creating wealth through our products.
- We will do our best to satisfy all your queries to help you in reaching investment decisions.
Your consulation will be at our cost and you have no obligation to work with us afterwards.