Our investing strategy’s primary goal is to achieve capital appreciation through medium- to long-term equity investments.
One of the leading Indian suppliers of portfolio management services, Kotak PMS (registered with SEBI), is a member of the prestigious Kotak Mahindra Group and runs under the direction of Kotak Mahindra Asset Management Company. The main purpose of Kotak PMS is to invest on our clients’ behalf to assist them reach their financial and personal goals.
Fund Snapshot
Name of Investment approach | FinTech Investment Approach |
Types of securities | Listed Equity |
Appropriate benchmark | India FinTech Index |
Indicative tenure or investment horizon | Open Ended, minimum investment of 3 years |
Risk associated | Moderate Risk |
Fund Manager | Anshul Saigal |
Inception Date | March 2018 |
Minimum Initial Investment | 50 Lakhs |
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About Fund Manager
Anshul Saigal : Head-PMS
Anshul is in charge of KMAMC’s Portfolio Management Services (PMS) division. He is an authority on the value investing principles of capital preservation and outperforming the market. In the Indian capital market, Anshul has more than 20 years of expertise. Of those years, he worked with Kotak Portfolio Management Services for about 14 years. Anshul formerly studied stocks and corporate credit while employed by JP Morgan (Equity Research), ICICI Bank, and Standard Chartered Bank. Anshul obtained his Industrial Engineering degree from SIT, Tumkur, and his MBA in Finance from the Management Development Institute, Gurgaon.
Investment Objective
Our investing strategy’s primary goal is to achieve capital appreciation through medium- to long-term equity investments.
The portfolio will primarily invest in securities relating to the banking and financial services (BFSI) and information technology (IT) sectors. With this portfolio, our guiding principle will aim to spot undervalued opportunities in the BFSI and IT sectors. We would search for businesses that trade below their true worth or may develop unexpectedly. Understanding the causes of intrinsic value discounts and the catalysts for value unlocking will be our goal. There would be a mix of small, medium, and large cap enterprises in the diversified portfolio.
The portfolio will primarily invest in securities relating to the banking and financial services (BFSI) and information technology (IT) sectors. With this portfolio, our guiding principle will aim to spot undervalued opportunities in the BFSI and IT sectors. We would search for businesses that trade below their true worth or may develop unexpectedly. Understanding the causes of intrinsic value discounting and the catalysts for value unlocking will be our goal.
There would be a mix of small, medium, and big cap enterprises in the diversified portfolio.
Kotak FinTech Investment Approach – Portfolio Strategy
Portfolio Participating in 2 Key trends
Portfolio Focus = Strong franchises with healthy earnings growth + reasonable valuations
Financialisation of savings
Digitization + IT Outsourcing
Unique Portfolio Positioning
Overall positioning
Portfolio composition: Tech helps reduce volatility on the downside and Financials provide to make the most of post-COVID macro recovery
Key Contributors
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