EIML’s equities research team is bolstered by a seasoned and accomplished equities research department. The combined talents provide clients with several high-quality investment possibilities across the Indian stock market.They bring their extensive domain knowledge, thorough research process, and custom modules to bear on issues of interest to our clients to provide them with remarkable insights, trend analysis, short/ medium/ long-term forecasts for goods and services that will help them build long-term wealth. Large corporate houses, family-owned enterprises, trusts, HNIs, and NRI residents are among our clientele. We handle assets worth more than Rs 660 crore.
|Year of Inception||1995|
|Number of Stocks||15-25|
|Investment Horizon||Long term|
Emkay Investment Managers Limited (EIML) is the asset management arm of Emkay Global, a 25-year-old financial services firm. With the help of their rich experience and knowledge, they have managed to achieve great heights since our inception in 1995. Emkay Global has emerged as one of India’s leading financial services companies. Their group of companies have been successfully generating wealth for a worldwide clientele.
AIF offers wealth management and asset management solutions to corporations, institutions and high net worth individuals. Their services include:
- Asset allocation
- Portfolio Management
- Investment management
- Credit management
- Real Estate
Emkay is an investment company based in the UAE with over 20 years of experience. They provide investment management and financial advice, and marketing services to all our clients around the world. Emkay Pearls offers a high-level investment service that can be tailored to each client’s needs. They offer their clients a range of investment products to suit their financial needs and objectives, including short term investment plans such as Emkay Pearl’s Flexible Investment Plan (FIP).
Under the Classical Alpha methodology, their venture portfolios look to create alpha through a thorough base up stock-picking process, which is additionally braced by ‘E-Qual’ an entire structure that helps us profound plunge into different neglected parts of an organization’s administration like administration uprightness and quality, to distinguish and stay away from low potential or high-hazard organizations from entering our portfolios. This methodology has effectively guaranteed zero victories in portfolios.
The investment products obtain alpha under the Smart Alpha method by employing techniques to minimize both “selection bias” and “allocation bias.” As a result, they provide superior and consistent risk-adjusted returns.
How often do Emkay Pearls reallocate funds across stocks?
The fund manager keeps in line with the benchmark index and reallocates the portfolio once every quarter.
What is this fund's risk-return profile?
The product provides a combination of safety and returns by investing in 15 to 20 stocks picked using fundamental analysis, with low volatility and maximum diversification across stores.
The investment vehicle is suitable for long term goals with an investment horizon of at least four years. We recommend this fund only to those who have a high degree of financial literacy. The product reallocates the portfolio once every quarter, keeping in line with the benchmark index and employing fundamental analysis along with low volatility & maximum diversification across stocks. It provides a combination of safety and returns.
About Fund Managers
Kashyap Javeri, Fund Manager
The fund manager takes an active role in building portfolios that have exposure across market capitalization, sectors, & regions to maximize total returns while minimizing risk during each trading day. Emkay Pearl is a part of the SHL family, which has been in this industry for more than two decades now.
Sachin Shah, Fund manager
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 companies 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.
The Emkay Pearls portfolio is based on a bottom-up stock-picking strategy. It employs a research-backed approach to investing in well-managed companies with proven management and track record. The study identifies good companies via industry headwinds or corporate issues, many of which are at a turning point in their business cycle. They use in-house solutions such as E-Qual (India’s first governance-specific stock-picking model) to minimize the hazards linked to management quality.
Emkay Pearls tries to create long-term financial success by investing in a well-diversified equity portfolio based on sound and research-backed principles.
The objective is to invest in 15-20 small and mid-cap companies using the BSE Midcap benchmark index as a guide. It employs a unique Bargain Hunting technique to identify possible equities with depressing current valuations that would provide greater returns in the long run.
The product portfolio has an average investment tenure of over five years. AIF’s investment management policy mandates investment minimum maturity period for all investments at the time of acquisition and a maximum permissible residual tenor of up to three months from date of purchase, subject to sectoral limits as per investment policy.
|Product - AMC||Category||AUM (in Cr.)||Performance||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
Emkays 12AMC Name: Emkay Investment Managers Ltd Inc Date: Aug-2019
Emkay GemsAMC Name: Emkay Investment Managers Ltd Inc Date: 3/3/20
|Nifty Midcap 150||-5.40||-9.80||-13.00||-1.40||33.60||0.00||0.00||0.00||21.90|
Emkay PearlsAMC Name: Emkay Investment Managers Ltd Inc Date: 4/24/12
|BSE Midcap index||-5.70||-9.90||-13.00||-3.70||29.00||13.60||8.20||0.00||12.90|
Emkay Capital BuilderAMC Name: Emkay Investment Managers Ltd Inc Date: 4/1/13
Emkay LEAD PMSAMC Name: Emkay Investment Managers Ltd Inc Date: 12/17/18
Emkay Emerging Stars Fund Series IAMC Name: Emkay Investment Managers Ltd. (EIML) Inc Date: 1/11/18
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.