All you want to know about managing your investments. PMS is a structured and regulated way of handling your investments. Beware that PMS provider needs to be licensed by Securities & Exchange board of India.

2. Information docket

3.  Promoted by a century old Chennai based Munoth group.
 Widely held capital market intermediary since 1994.
 SEBI registered Merchant banker, Stock broker, Depository
Participant & Portfolio management service provider.
 Clientele include HNIs, banks, insurance companies.
 Investment manager to AIF II Valmark Realty Fund.
MFSL - Introduction
www.munothfinancial.com

4.  Well experienced team with over 2 decades of expertise.
 Strong interface with industry and having direct access to
top management of over 100 blue chip and fast growing
companies.
 Resources includes subscriptions to various 3rd party
databases, news & analysis reports. Equipped with software
tools.
 A consistent track record of outperforming the market.
MFSL – PMS Division

5.  Achieve surpassed returns in comparison to SENSEX over a
medium to long period horizon.
 Mitigate risks as much as possible by using proprietary stock
picking tool and portfolio balancing exercise©
MFSL – PMS Objectives

7.  Discretionary Plan
The investment decisions are solely taken by portfolio
~ manager.
 Non Discretionary Plan
The recommendations are made by Portfolio Manager
but the final decision rests with the clientele.
PMS – Broad Categories

8. Minimum INR 25 lakhs
in form of prevailing
value of equity
investments or fresh
infusion of funds or a
combination of funds
and holding.

10.  Defining investment conditions, preparing a custom list
of universe of entities eligible for investments, and
reviewing it quarterly .
 Monitoring holding and investing opportunities on a
continuous basis.
 Operating trading, depository and bank accounts on
behalf of clientele.
 Tracking dividend receipts, bonus, splits, rights issues,
buybacks, etc.
 Maintaining client’s books of accounts and aide tax
planning / computation

11. The secret recipe to
MFSL’s PMS offerings

12.  Discovering blockbusters
 Tracking entities having potential for extraordinary
growth.
 Continuous monitoring
 Pruning risky gambits
 Avoiding very highly leveraged entities, poorly
rated management, extremely competitive & very
thin margin businesses.
 Timing the market
 Entry & exit levels after thorough evaluation of
market activities & sentiments, news &
happenings.
 ‘Patience’ is vital for success in investments.
 Diversification to contain risks
 Low, medium, high cap stocks
 Industry, business house, company specific
exposures
 Overall portfolio beta, P/E limits
earn more
Copyright2014

13. Based on client’s detailed assessment,
tailor made advices are provided …
 What should be the size of your
Portfolio account? Plus, planned
additional add-on investments
quarter on quarter.
 What type of Portfolio account
should you open?
 Where to allocate your investments?
Debt & money market, Equity &
equity related, etcetera.
 How to decide allocations within
equity instruments? Allocation based
on Market capitalization – Low,
Medium & High; Risk aspects – Low,
Medium, High; Exposure limits –
Entity, Industry, Business house
Copyright2014

14.  Qualitative aspects
 Management experience & expertise
 Good governance & transparency
 Product patents, technology know-how
 Industry overview
 Current aspects & trends
 Entry barriers & competition
 Government controls
 Quantitative tools
 Past performance track records & consistency
[using about 100 measures]
 Leverage, operating margins, returns on assets,
etc.
 Growth potential
 Emerging technology, new innovation
 Newer geographies
stock
filtering
Copyright2014

15. Mitigating risks by
pragmatic
diversifications.
Restrict over exposure
using considering
following parameters –
 Market
capitalisations &
trading volumes
 Industry, company
and business
house exposure
 Overall P/E, beta
values
Portfolio
balancing
Copyright2014

16. MFSL
track record
MFSL’s recommendations have
surpassed SENSEX by 250%.

17. Annualizedpercentagegrowth
* Average performance of our recommendations
* Between August 2013 to April 2014

18.  At valuations of June 2014, the
market is quoting at about 18
times P/E multiple.
 In bull runs during last 25 years or
so, the P/E multiple was much
higher than current levels, and for
sure not lower than 25 times P/E.
 It demonstrates that concerns of
erosion in value can be left to bay.
 The market has much higher
probability of upward move
because of stable & able
Government at center. The current
bull market is more representative
of better EPS than P/E multiple.

19.  To offer PMS services, the
provider requires a license from
Securities & Exchange board of
India [SEBI]
 Over INR 7500 billion worth of
investments is managed thru
PMS in India.
 The minimum investment
required to start a PMS account
is INR 2.5 million.
PMS in India

20. Contact us now.
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. India
Landline: +914428591185 | Fax: +914428591189
Email: vikas@munothfinancial.com

21. Depository Participant – IN – DP – NSDL – 3-0 – 97
Merchant Banking – INB 000003739
NSE – CM INB 230803634
NSE Derivative – INF 230803634
Portfolio Management Services – INP000000308
MAPIN: 100002089
CIN: L6599TN1990PLC019836
Regulatory approval information
Disclaimer:
Investment in capital market is subject to market risks.

22. AS YOU SOW,
SO SHALL YOU
REAP.