Swyom India Opportunities Fund

We are a SEBI Registered Portfolio Management Service Provider committed to serving you for a better financial future

Our Investment Style

Unique mix

Our fund is a healthy blend of Value and Growth investing. We identify companies with high quality businesses with dominant economic moat and a sustainable revenue stream which possess pricing power.

Unique mix

Our fund is a healthy blend of Value and Growth investing. We identify companies with high quality businesses with dominant economic moat and a sustainable revenue stream which possess pricing power.

Rigorous Research

Use of financial and quantitative tools to evaluate the quality of a business and its promoters.

Rigorous Research

Use of financial and quantitative tools to evaluate the quality of a business and its promoters.

Diversification

We prefer well diversified portfolio across multiple sectors ,We identify and invest across performing sectors/securities.

Diversification

We prefer well diversified portfolio across multiple sectors We identify and invest across performing sectors/securities.

Allocation

We are sector-agnostic,
when we force rank companies within a sector, we tend to not pick more than 2 – 3 companies from that sector.

Allocation

We are sector-agnostic
When we force rank companies within a sector, we tend to not pick more than 2 – 3 companies from that sector.

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Our Investment Strategy

Fundamental Governance

Unique Opportunity

Margin of Safety

Corporate Governance

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Frequently Asked Questions

What is PMS?

Portfolio Management Service (PMS) is a customized investment solution where a professional fund manager actively manages your investment portfolio based on your risk appetite and financial goals.

Why PMS is preferred by Investors?

Structured Solutions: Identification of growth oriented equities along with effective risk management.
Transparency: Regular performance report and direct ownership of underlying securities.
Professional Management: Active investment based on thorough business understanding & informed decision making.
Risk Management: Prudent portfolio structuring based on calculated risk management strategies as per the market movements.
Better Governance: Comprehensive SEBI regulation offers better flexibility while ensuring investor protection.

What is the minimum investment for opening a PMS account?

As per SEBI regulations an investor must invest a minimum of 50 lakhs to start a Portfolio Management Services account.

What are the benefits of Portfolio Management Services?

Here are the major benefits of portfolio management services:

Transparency: You have easy access to real-time information about your investments, performance reports, and holdings. This builds trust with your portfolio manager.
Customization: PMS tailors investment solutions to your specific goals, risk tolerance, and investment horizon.
Flexibility: Unlike mutual funds, PMS allows portfolio managers to adjust your investments based on market conditions.

Who is an ideal PMS investor?

The investment solutions provided by PMS cater to a niche segment of clients. The clients can be individuals or institutions with a high net worth. The offerings are usually ideal for investors who are: Looking to invest in asset classes like equity, fixed income, structured products etc.

Desire personalized investment solutions.
Desire long-term wealth creation.
Appreciate a high level of service.

Who Should Consider PMS?

High Net Worth Individuals (HNIs) and Institutions: PMS caters to a niche segment of clients with substantial investable assets.
Investors Seeking Personalized Solutions: If you desire a customized approach to wealth creation and appreciate high-touch service, PMS could be a good fit.
Investors with Diverse Asset Preferences: If you’re interested in investing beyond just equities, PMS can accommodate asset classes like fixed income and structured products.
Family Offices and Senior Corporate Employees: PMS is well-suited for family offices and senior corporate employees looking for tailored investment strategies and professional portfolio management.