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Fund Snapshot

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About Fund Manager

Mr. Azeem Ahmad : Head PMS & Principal officer

•  He is spearheading the PMS vertical at LIC AM Ltd since 2020.

•  In his last assignment, he was the Fund Manager, PMS (Discretionary & Nondiscretionary portfolios) at ICICI Securities.

•  He has over 20 years of experience, the last 12 years being with ICICI Securities.

• He has expertise in the areas of portfolio management, fundamental research, global macro, equity, FX and derivatives research & product development.

• He also held roles including Chief Macro Strategist, Derivatives Strategist at ICICI Securities Research team.

• By Qualification, he is an MBA (Finance) from SP Jain and an Associate Company Secretary (ACS) from ICSI.

Fund Overview

We seek to invest in Indian equities that run high quality businesses, run by a high-quality management, enjoying sustained long-term growth prospects at fair price. Our stock selection is style market cap agnostic. As a result we also understand that most fundamental risks are not knowing or fully understanding the idiosyncratic business risk of each company that we own in the portfolio. Hence, we manage this risk through conventional in-depth bottom up / top down research combined with new age risk weighted portfolios.

All Weather Asset Allocator

It is a multi-asset strategy designed to deliver higher risk weighted returns on an equity/bond/gold portfolio. The strategy is mix of processes and active allocation. The delivery is through direct allocation /or FoF  structure, making it differentiated strategy on Asset Allocation platform.

Key Features:

  • Asset Allocation Model  : Uses globally accepted asset allocation models to decide asset allocation between gold/bond & equity
  • Risk Adjusted Returns  : Focus is on the post-tax returns with higher risk adjusted profile (as debt is tax in-efficient if churned frequently)
  • Choice of Variants  : Investor can choose amongst three variants Conservative, Aggressive & Dynamic based on their risk profile
  • Pricing  : As it is asset allocation, Investor are rewarded with Professional Wealth Management and Asset Allocation Strategy at competitive price

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

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