Sanctum Wealth Management launches a new bespoke Portfolio Management Service

India Infoline News Service | Mumbai | September 19, 201613:14 IST

“The PMS offering marks a significant milestone for Sanctum; not only does this broaden and deepen our offering, but it also means that we can effectively leverage tactical opportunities for our clients whilst maintaining the discipline of a long-term portfolio management approach, in a systematic and structured way” says Shiv Gupta, CEO of Sanctum Wealth Management.

Sanctum Wealth Management announced the launch of Portfolio Management Service (PMS) for their clients. The PMS proposition at Sanctum would offer unique solutions for clients who are planning their long term investment goals through a dedicated portfolio manager.

“The PMS offering marks a significant milestone for Sanctum; not only does this broaden and deepen our offering, but it also means that we can effectively leverage tactical opportunities for our clients whilst maintaining the discipline of a long-term portfolio management approach, in a systematic and structured way” says Shiv Gupta, CEO of Sanctum Wealth Management.

With the launch of PMS, the range of investment services on offer to clients by Sanctum is now fully aligned with its product strategy of offering end-to-end wealth management solutions.

“We have seen very strong interest from our clients in PMS and expect to build a significant book for this new offering. This service provides the foundation for a strong and effective relationship between the client and the portfolio manager,” added Mr. Gupta.

The PMS offering will be headed by Prateek Pant, Head - Products and Solutions, Sanctum Wealth Management.

Commenting on the launch Mr. Pant said “We are committed to providing our clients with best-in-class investment solutions. The PMS proposition will be offered both in discretionary & non-discretionary platforms based on a detailed suitability study and the objectives of the client.”

Mr. Pant further added, “Our flagship equity discretionary offering, Indian Olympians, would be a concentrated high quality portfolio of 10 -12 stocks while Smart Solutions strategy would be an equity portfolio driven by techno-fundamental ideation suitable for aggressive & absolute return oriented clients”.

The PMS service is backed by a team of market specialists, product managers and research experts who will have comprehensive and complete access to all available capital markets instruments such as equities, bonds, mutual funds, ETFs, private equity and hedge funds.




 

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