How a Portfolio Management Service Can Help Maximize Your Investment Returns | Globe Capital Market LTD.
  • 30-Apr-2023
  • Portfolio Management Strategy

How a Portfolio Management Service Can Help Maximize Your Investment Returns

Have you ever watched any of Bruce Lee’s movies? If “Yes,” you have great taste in action movies, and if your answer is “No,” not to worry, we will guide you and tell you who he was. 


Bruce Lee was a martial artist, actor, and philosopher. He was considered by critics, media, and other martial artists to be the most influential martial artist of all time and a pop culture icon of the 20th century who bridged the gap between East and West. He is credited with promoting Hong Kong action cinema and helping to change the way Asians were presented in American films.


Why are we talking about him? We wanted to highlight one of his most famous quotes on expertise –


“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” – Bruce Lee

Bruce Lee was an expert in his field. If you do not believe it, please watch this video. In our lives, we must have met people who are the “experts” of their field and always admired them for their vast knowledge and practical experience, which they have acquired from many years of practicing that one specific skill.


In the stock market, numerous books are written on how to make millions from the stock market, how to compound wealth, how to find multi-bagger stocks, and every book will tell you how and why of investing and trading. If reading books would have helped make millions for the reader, we are pretty confident that stories of self-made millionaires from the stock market would have been a common thing.


The reality is self-made millionaires from the stock market are few. In the stock market, the how-to-invest part is the easiest, but the how-to-behave part is the most difficult. 


“Financial success is not a hard science. It’s a soft skill, where how you behave is more important than what you know.”- The Psychology of Money by Morgan Housel

If any individual has the wisdom to behave well in turbulent and optimistic times, he must manage his money himself. If not, we always advise looking for experts. One of the ways to invest in the market is by availing portfolio management services (PMS).


PMS is a service provided by a fund house or brokerage firm where an individual gives money to the firm. The firm’s portfolio manager takes a decision to invest this sum in the stock market or other asset classes. For this service, the fund house or brokerage firm charges fixed fees and can charge performance fees too.


According to the Security Board of Exchange (SEBI), there are two broad categories of PMS:


Discretionary PMS: The portfolio manager individually and independently manages the funds of each client in accordance with the needs of the client.


Non-Discretionary PMS: The portfolio manager manages the funds in accordance with the directions of the client. He consults and advises the client and only takes a decision once the client gives approval.


In India, the minimum ticket size (minimum amount needed) for opening an account is ₹ 50 lakhs.

At Globe Capital, we have two PMS schemes which we offer to our clients: -

  • Globe Arbitrage

    Investment Objective: The scheme aims to invest in low-risk strategies based on arbitrage opportunities. It also aims to invest in various special situations in the market based on corporate events and actions, which offer unique opportunities to earn an additional return without having to take on additional risk. The scheme uses equity and derivatives to augment returns.

    Trailing Returns (%)- Nov’22: 

  • Globe Value

    Investment Objective: The scheme aims to invest in stocks with good value and future growth prospects, which can benefit from earnings growth, business or sector re-rating, and changes in macro and micro fundamentals. It is a multicap strategy with active management that utilizes various derivatives, such as futures and options on the underlying index, to optimize the portfolio’s yield.

    Trailing Returns (%)- Nov’22: 

    So why wait? Unleash the power of PMS today and let your investments soar to new heights. For more details about our PMS schemes, click here

    Whether you’re a seasoned investor or just starting out, a PMS can help you achieve your financial dreams and make your investment journey a thrilling adventure. Let our experts – portfolio managers – use their wisdom to make your money work for you. Happy investing!