Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

Angel Broking offers professional Portfolio Management Services (PMS) to HNIs who seek customised solutions to realize their investment goals. PMS is a customised offering, providing a range of investment options best suited for you in the current market scenario. Our Portfolio Mana gers are equipped to create an investment portfolio across various investment avenues like Equities, Fixed Deposits, Bonds etc. to meet your unique needs.

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  • Diversification of portfolio for containing non-systematic risks in equity market
  • Active risk management
  • Active review and rebalancing
  • Expert management
  • Awarded the Best Retail Broking House and Broking House with the Largest Distribution Network, by DNB (2009)
  • Solid risk management
  • Experienced and robust fund management team
  • Efficient and personalised client servicing
  • No entry load on investment
  • No lock-in period for investment
  • Flexibility to switch from one strategy to other (Charges applicable)
  • Additional purchase facility
  • Withdrawal facility for any amount above Rs. 25 lakhs
  • Investment in companies that have a strong competitive advantage over their peers
  • Well laid-out investment philosophy
  • Pro-active management of funds
  • Dedicated Relationship Manager
  • Quarterly newsletter from fund management team
  • Committed parentage
  • Minimum Investment of Rs. 25 lakhs and multiples of Re. 1 thereafter
  • No lock-in period for investment
  • Online access to your portfolio with personal Login ID and Password
  • Monthly fund performance and fund manager’s expert analysis on e-mails
  • Quarterly performance report statement
  • CA-certified profit & loss account and balance sheet of investments
  • Dedicated fund co-ordinator for fund-related queries
  • Centralised team of service co-ordinators for hassle-free service
  • Event-based interaction with fund management team
  • Servicing from large network of branches across India


At Angel, we offer you a choice of two different schemes, each catering to varying wealth creation goals and risk-appetites. Depending on your risk-appetite and the type of investor you classify yourself as, you can choose one (or a combination of two or more) of these schemes.

Angel Lotus Portfolio

We endeavour to create long-term wealth over the medium through investments in equities, and across market capitalisation by focusing solely on fundamentals of the companies with a blend of value and growth investing.

Our Approach to Investment

Follow principles of value and growth investing.

Focus on capital preservation.

An impetus to low-risk, high-return stock by capturing the complete up moves in the stock by cherry-picking these at a nascent stage.

Be contrarian at times and bet on unknown & unpopular businesses that have the potential to deliver more superior returns.

Stock picking based on hidden valuations, rather than on absolute market capitalisation.

Suitable for medium to high-risk investors who have a long-term perspective.

Seeks to capture value by investing during the early stages of the growth cycle.

Portfolio Management Services is an investment portfolio in stocks, debt, and fixed income products handled by a professional money manager. These products can be customised to meet specific investment objectives. There is freedom and flexibility to tailor customer required portfolios to address personal preferences and financial goals.

The Key Parameters

Strength and quality of management and promoters

Robust business model

Valuation – The appropriate price at the time of entry and exit

Future growth prospects

Fundamentals of Investment

Investment horizon: 18 to 24 Months

Risk: Moderate

Return: Moderate

Fund Manager: Mayuresh Joshi, Fund Manager, Angel Broking
Experience: More than 10 years in Equity Research, Advisory and Portfolio Management at Angel Broking

Get all your queries answered

Email: pmshelpdesk@angelbroking.com


Mayuresh Joshi

As Portfolio Manager at Angel Broking, Mr. Mayuresh Joshi is responsible for managing Funds and Portfolios with different investment mandates and strategies. He’s known for his expertise in portfolio construction, asset allocation, and performance measurement techniques He has a varied portfolio of clients across Angel’s HNI, MNI and SME.

He methodically interprets complicated financial information and makes informed financial recommendations to different categories of investors. He’s an expert in building valuation and risk models, and follows strict adherence to procedures and regulatory requirements. He has consistently delivered returns for clients through systematic allocation of funds across multiple asset classes, using his ability to identify winners in bull as well as bear markets.

A Company Secretary by training and an expert in Corporate Law, Mr. Mayuresh Joshi has been engaged in building multiple verticals for the Angel Group.

Risk Factors

Investments in securities are subject to market risks, which include a price fluctuation risk. There is no assurance or guarantee that the objectives of any of the schemes mentioned in this document will be achieved. The investments made by the various schemes may not be suitable to all categories of investors. The names of the schemes do not, in any manner, indicate their prospects or returns. The performance in the equity schemes may be adversely affected by the performance of individual companies, changes in the marketplace, and industry-specific and macro-economic factors. The debt investments and other fixed-income securities may be subject to interest rate risk, liquidity risk, credit risk and re-investment risk. Liquidity in these investments may be affected by trading volumes, settlement periods and transfer procedures. Technology stocks and some of the investments in the niche sectors run the risk of volatility, high valuation, and obsolescence and low liquidity. One or more of the schemes may use derivative instruments like index futures, stock futures, and options contracts, warrants, convertible securities, swap agreements or any other derivative instruments for the purpose of hedging and portfolio balancing, as permitted under the regulations and guidelines. The use of a derivative requires an understanding not only of the underlying instrument but of the derivative itself. Derivatives require the maintenance of adequate controls to monitor the transactions entered into, the ability to assess the risks that a derivative adds to the portfolio, and the ability to forecast price or interest rate movement correctly. Schemes using derivative futures & options products are affected by risks different from risks associated with stocks and bonds. Such products are high leverage instruments and their use requires a high degree of skill and expertise. Small price movements in the underlying securities may have a large impact on the value of derivative futures & options. Some of the risks relate to mispricing or the improper valuation of derivative futures & options, and the inability to correlate the positions with underlying assets, rates and indices. Also the derivative futures & options markets are uncertain in India. In the case of stock-lending, risks relate to the default from counterparties with regards to the securities lent and the corporate benefits thereof, inadequacy of the collateral and the settlement risks. The portfolio manager is not responsible or liable for any loss resulting from the operations of the scheme. The performance of the schemes may be affected by changes in government policies, general levels of interest rates, and risks associated with trading volumes, liquidity and settlement systems in equity and debt markets. The scheme may invest in non-publicly offered debt securities and unlisted equities. This may expose the scheme to liquidity risks.

About Us

Promoted by Dinesh Thakkar in 1997, Angel Broking started as a sub-broker business with a team size of three. Today Team Angel has over 3500 employees and work with more than 11,000 sub-brokers. This makes Angel one of the largest independent full service retail broking houses in terms of clients on NSE. Angel's “retail –focused” business model has helped in building a base of over 4.2 lakh retail clients, who are serviced through a pan-India network of over 110 branches.

Our company has been awarded the “Major Volume Driver” award by the BSE for five consecutive years, viz., 2004-05, 2005-06, 2006-07, 2007-08, and 2008-09.

For Marketing & Sales related queries, please call us on (022) 28254443 or write to: pmshelpdesk@angelbroking.com


Personalised services for every one

As members of BSE and NSE, Angel Securities offers Institutional Investors the facility to perform and execute any trade in the Indian Equity Markets.

We have set a keen eye on the Indian Equity Markets for over two decades. Over time, we have developed the proficiency to predict market trends, sector cyclical movements, and even spot potential multi-baggers to be picked at the right time for the right kind of investment as desired by the investment houses.

All trades are executed and backed by market trends and reports, thereby safeguarding the client's interest and attempting to maximize revenues.

To seize opportunities provided by the Equity Markets, we use advanced technology to help you keep up with the market pace. We also offer high-end technological platform - Direct Market Access (DMA) based on your specific requirements.

Our dedicated Sales Traders have the expertise, skills, and resources to recommend stocks and sectors based on the requirement of clients, and truly work towards achieving long-term investment goals.

We ensure total transparency in our dealings and absolute confidentiality of information related to all our clients.

Services at its best

  • Pan India icon

    Investment in companies with competitive advantage

  • transaction facility icon

    Well laid-out investment philosophy

  • fund houses icon

    Pro-active management of funds

  • MF News icon

    Dedicated Relationship Manager


Angel Securities has a Research team (sharing with Angel Broking Research Team) that is supported by a Junior Analyst, 3 Technical Analysts and 2 Derivative Analysts. This team is lead by the Promoter, Mr. Lalit Thakkar.

Our analysts and associates are tracking all the sectors in the Indian Equity Markets 24x7. The team can track, analyze and decipher any stock, and even do valuation coding along with financial number crunching to enable timely stock picking.

Over the last two decades, the Angel Group has experienced every scenario witnessed by the Indian Equity Markets. Furthermore, our deep understanding of India's micro and macro environment has enabled us to develop close relationships with many corporate houses and conduct management meets with them.

Stock recommendations/notes based on:

  • Materialization of Events
  • Sectoral Themes
  • Market Conditions
  • Scenario Analysis
  • Management Interaction
  • Time-tested Value / Growth Concepts


  • Pan India icon

    Investment in companies with competitive advantage

  • transaction facility icon

    Well laid-out investment philosophy

  • fund houses icon

    Pro-active management of funds

  • MF News icon

    Dedicated Relationship Manager

  • Fund Offers icon

    Quarterly newsletter

  • Information and tools icon

    Committed parentage

  • Customer Help icon

    Minimum investment of Rs. 25 lakhs

  • Back Office icon

    Flexibility in mode of payment


Get all your queries answered|Call : 022 28254443|Email : pmshelpdesk@angelbroking.com