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Emkay L.E.A.D PMS

AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

Emkay Investment Managers Limited (EIML) is the Asset Management division of Emkay Global, a 25-year-old financial services conglomerate. Emkay Global has evolved from strength to strength since its beginning in 1995, emerging as one of the leaders in the Indian financial services market. Our group firms have been actively building wealth for a select set of clients all around the world.

Fund Snapshot

Year of Inception 2018
Number of Stocks 20-25
Investment Horizon Long Term

Investment Philosophy

  • E-Qual Risk, a proprietary stock assessment module, is used. This module compares companies based on a variety of qualitative and quantitative criteria, providing a risk-adjusted return benchmark value that must be met.
  • It provides this benchmark value for stocks of all sizes, from large-caps to mid-caps to small-caps. Built-in filters remove low-quality / high-risk businesses from the investment universe, reducing risk in investors’ portfolios.
  • Emkay LEAD PMS invest in most consistent compounders stock in India from value migration and growth in domestic consumption, not exceeding 15 stocks.
  • Emkay PMS aims to achieve effective risk management through diversification across companies and industries.

Unique Feature

Long-term capital growth through acquisitions in large and mid-cap companies

About Fund Managers

Kashyap Javeri, Fund Manager
Emkay Kashyap Javeri

Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.

Sachin Shah, Fund Manager
Emkay Sachin Shah

Sachin Shah is an experienced fund manager with more than two decades of expertise  in  Indian stock markets.Sachin recognised early on the need for a framework in  which companie with evasively tricky standing could be filtered out very objectively,leading  to the development of E-Qual Risk, EIML’s proprietary module that assists  us in evaluating and comparing listed companies on various aspects of governance. Sachin disseminates his expertise and ideas through print and digital media contacts.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Emkays 12

AMC Name: Emkay Investment Managers Ltd Inc Date: Aug-2019
large cap
(PMS)
49 Strategy 4.20 8.40 4.30 -0.20 21.90 14.30 NA NA 14.30
Nifty 3.50 7.10 5.70 3.70 24.90 17.20 NA NA 16.90

Emkay Gems

AMC Name: Emkay Investment Managers Ltd Inc Date: 3/3/20
mid cap
(PMS)
52 Strategy 3.10 10.30 10.60 5.50 28.70 NA NA NA 26.00
Nifty Midcap 150 6.00 11.80 11.70 10.60 36.60 NA NA NA 28.60

Emkay Pearls

AMC Name: Emkay Investment Managers Ltd Inc Date: 4/24/12
mid cap
(PMS)
55 Strategy 3.80 12.80 5.90 3.10 31.70 23.80 11.20 NA 16.30
BSE Midcap index 5.60 9.80 8.80 6.50 31.60 23.60 10.30 NA 14.40

Emkay Capital Builder

AMC Name: Emkay Investment Managers Ltd Inc Date: 4/1/13
multi cap
(PMS)
800 Strategy 4.00 12.00 8.90 4.50 26.90 18.50 8.60 NA 15.20
Nifty 500 4.50 8.50 7.10 5.30 27.90 19.50 12.00 NA 14.10

Emkay LEAD PMS

AMC Name: Emkay Investment Managers Ltd Inc Date: 12/17/18
multi cap
(PMS)
800 Strategy 4.80 7.50 2.90 -0.70 15.10 12.50 NA NA 11.10
Nifty 200 4.40 8.50 7.10 5.10 26.90 18.60 NA NA 14.40

Emkay Emerging Stars Fund Series I

AMC Name: Emkay Investment Managers Ltd. (EIML) Inc Date: 1/11/18
long only
(AIF)
374 Strategy 12.70 8.00 5.30 10.40 50.70 31.30 NA NA 14.40
BSE Smallcap 15.60 0.10 -2.00 7.00 48.30 31.20 NA NA 8.20

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.