Aditya Birla Sun Life Mutual Fund

PMS
Tailor made solutions to suit the need of high net worth individuals Login to PMS

Overview

Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth. Portfolio Management Service is the Portfolio Management division of Aditya Birla Sun Life AMC Limited that helps you manage your wealth. This is a personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals.

Making investment easy yet rewarding for High Net-worth Individuals like you.

Our Heritage
  • Aditya Birla Sun Life AMC Limited - The power behind Portfolio Management Services
  • Portfolio Management Service is a division of Aditya Birla Sun Life AMC Limited.
  • Established in 1994, Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, leading international financial services organization from Canada.
Our Business

This division of Aditya Birla Sun Life AMC Limited is exclusively for select investors like you, offering you customised investment solutions built on

  • in-depth research
  • innovative products and services and
  • the highest levels of experience and expertise.

After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices.

Our Investment Philosophy

Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.

Our aim is to have investment excellence within the framework of transparent and rigorous risk control.

Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.​

Our People

Vishal Gajwani - Portfolio Manager – PMS Investment
With over 10 years of experience in equity research and portfolio management, Vishal has extensive experience of researching companies across sectors and market capitalizations. Prior to this assignment he was a part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was designated as an Assistant Fund Manager and was responsible for managing equity portfolios

He is a Gold Medalist Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor's Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA.

Natasha Lulla - Portfolio Manager – PMS Investments
Over 9 years of experience in equity research and fund management. Prior to joining Birla Sun Life PMS, she was working with Goldman Sachs as an equity analyst covering India Materials sector. In her earlier stint at Goldman, she was doing Portfolio Strategy for ASEAN regions and also covered Singapore Real Estate.

She holds a Masters in Business Administration (Finance Major) from Management Development Institute, Gurgaon and was the Gold Medallist for each of the two years. She was also awarded a Gold Medal for achieving 1st rank in the Finance stream. She has done her graduation in Economics from Lady Shri Ram College, New Delhi and graduated amongst the top 1% in Delhi University.

Sunil Kamath - Dealer – PMS Investment
Sunil has 26 years of experience in the Capital Markets. Prior to joining Birla Sun Life Portfolio Management Services in 2010, he was associated with M/s. Ford Rhodes Parks & Co., CA in 1989 as Audit Assistant, moved on to Canbank Financial Services in 1990 as executive and then to ITC Classic Finance Ltd. as Assistant Manager - Investment Banking in 1994. He joined Abu Dhabi Commercial Bank as a Team Leader to set up NRI Portfolio Management and Depository Services and served there for a period of 10 years. He has completed his PGDBA - Finance from Welingkar Institute of Management Development and Research. He has also completed a Comprehensive programme on Capital Markets conducted jointly by Mumbai University and JBIMS.

Damodaran Kutty – Analyst – PMS Investments
Damodaran has 3 years of experience in Equity markets. Prior to joining BSLAMC, he was working with Edelweiss Financial Services as an Equity analyst for 2 years. In his previous role he used to cover companies across different sectors within the Midcap and the Agri space. He is a Chartered Accountant(ICAI, India) of May,2013 batch.

Choose a solution that fits your needs

Portfolio Management Service brings you a whole range of investment products, from which your portfolio manager puts together your optimal portfolio. We take into account your financial goals, time horizon, risk appetite and investment outlook. Broadly, the portfolios can be categorized as:

  • Core Equity Portfolio (earlier known as Value Portfolio)

  • Customized Debt Portfolio

  • Select Sector Portfolio (Earlier known as India Reforms Portfolio)

Our Services for NRI's

The huge intrinsic demand in the economy has helped the economy register growth despite of its peers struggling to keep growing. For NRI investors this translates into a great opportunity to invest. Indian companies have made their presence felt at the global stage and these companies are available at attractive valuation as compared to their global counterparts.

Domain Expertise

With our expertise in wealth management & excellent services, we create wealth and nurtureyour hard earned money

Personalisation

We believe not only in making the most of your money but also in giving you extra-ordinary personalized service.

Convenience

The endeavor is to make the investment process as convenient as possible. Your Customer Relationship Manager is involved in evolving a portfolio that is best-suited for you.

24x7 Assistance

You can also interact with your Portfolio Manager to discuss your portfolio and related issues. Both, the Customer Relationship Manager and Portfolio Manager are accessible to review your portfolio 24 x 7 and handle queries if any.

Through our password protected website, you can have anytime, anywhere access to your investments. We provide updated information like :

  • Portfolio disclosure statement where you can review your portfolio in detail
  • Financial summary comprising the Income Statement and Balance Sheet
  • Detailed client account statement that allows you to track your inflows and outflows
  • Transaction statement listing all the transactions made along with Comprehensive Performance tracking and Calculations of Capital Gains

DOWNLOAD

  • Core Equity Portfolio V8
  • Client Mandate Form
  • Disclosure Document - September 2018
  • Disclosure Document - March 2018
  • Addendum to Disclosure Document - Dated June 29, 2017
  • Addendum to Disclosure Document - Dated July 14, 2017
  • Addendum to Disclosure Document - Dated October 13, 2017
  • Addendum to Disclosure Document - Dated October 17, 2017
  • Addendum to Disclosure Document - Dated November 15, 2017
  • Addendum to Disclosure Document - Dated February 26, 2018
  • Addendum - Cessation of Directors - November 18, 2017

Access Birla Sun Life Portfolio Management Services

  • eAssistance

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    1800 270 7000 within India

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  • FAQs

    Some of the most frequently asked questions from our users with helpful answers from our Support team

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