Bonanza Customized Portfolio Service Offerings
Create Legacy Wealth
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What We Offer
With over a decade’s experience in providing portfolio management services, our team of experts brings a rich, trustworthy, and transparent solution to your investment needs.
Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation. As an investor, you get to choose from curated portfolios that match your risk appetite and meet your wealth objective.
You get easy online access to your portfolio and research analyst if required for discussion on portfolio and market view.
Investments are subject to market risk, the most popular phrase that you hear at the end of almost every advertisement that promotes wealth management funds, asset management services, or personal investment portfolio products.
At Bonanza, we ride on this risk by analyzing market trends and strive to deliver the risk-adjusted returns on investments to our clients, through our industry-leading portfolio management services (PMS).
- Bonanza PMS boasts of a large volume of happy customers who have made good returns over a period of time.
- We have been recognized as the No.1 Valuable Financial Advisory Service Providers in India.
- Bonanza has been honored with several awards by leading business news channels like CNBC TV 18.
- Our consistent performance across different timeframes is a testimony to our efforts.
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 set your goals and confidently achieve them.
EXPERIENCED INVESTMENT COMMITTEE TEAM
With our capable and trustworthy Portfolio Management Services managers, you can experience proficiency, talent, and expertise.
Bonanza provides its customers with the flexibility to choose amongst a gamut of portfolio management services. One can opt for any PMS scheme as per their risk appetite.
The biggest worry is a misuse of funds. However, that won’t apply here. Every investment decision taken would be conveyed along with detailed reasons.
Bonanza Growth aims to provide a growth-oriented approach to the portfolio by cherry-picking securities we believe have high growth potential on both fundamental and technical research. Bonanza Growth’s investment philosophy is highly disciplined and follows a well-defined set of rules that focus on conserving and building wealth consistently across market cycles.
Bonanza Growth in %
Nifty 200 in %
*performance as on 31-03-2021. Past performance may or may not be sustained in future and there is no guarantee of future returns.
**All the returns depicted above are after deduction of the applicable expenses (exclude taxes).
Bonanza Value aims to provide long-term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospects. In this investment mandate, we pick an idea that would be the next multi-bagger and where the company’s product/ service has the potential to command a niche in its segment.
Bonanza Growth in %
Nifty 200 in %
*performance as of 31-03-2021. 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 deduction of the applicable expenses (exclude taxes)
- Investment into companies having excellent growth records and are currently on a high growth/ momentum trajectory.
- Major allocation across large cap and mid cap stocks.
- Primarily bottom-up approach.
- Investment into emerging leaders with a consistent track record and 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 of Catalyst for earnings growth by virtue of plant expansion, new clients addition, new market, new products, debt reduction, underlying raw material cost reduction, or new orders getting executed in next 1-2 years.
What our prestigious clients say about us
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.
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.
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.
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)
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.
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.