Portfolio Management Service – new – Globe Capital
Grow your wealth with specialised Globe Portfolio Management Services

Take advantage of more than a decade’s experience of well-crafted portfolio strategies to maximise your investments.

Globe PMS multiplied investor wealth by
14 times over 14 years!
Maximize your investments with Globe PMS
Focused Expertise

Select ideas backed by investment expertise & research allowing focused bets in various sectors.

Personalization

Tailor made solutions for different client profiles having different risk appetites.

Complete Clarity

We provide regular, updated communication regarding the markets and your portfolio.

Cost effective

Our solutions are a lot easier on your wallet than our peers.

Our 6 Pillar Model
Value &
Growth
Good Quality
Buisness
Credible
Management
Sectoral
Themes
Use of
Derivatives
Special
Situations
Globe PMS Offerings
Globe Value

Globe Value portfolio aims at investing in stocks that have good value & future growth prospects through a multicap strategy with active management and use of various derivatives with a view to optimize the yield of the portfolio.

  • Identifies various special situations in the market and tries to profit from them using a strategy which is market neutral
  • Identify & invest in candidates with potential for substantial appreciation
  • Focus on positive changes in the business environment of particular sector/company
  • Derivatives may be considered to generate alpha by using stock option strategies or stock futures and to guard the portfolio holdings against systematic risk
  • Benefit from event arbitrage and other special situations involving Merger & Acquisitions, Open Offers, Takeover, De-listing
Globe Arbitrage

Globe Arbitrage Portfolio primarily aims at generating high returns by exploiting market inefficiencies and other low risk opportunities by using various derivative strategies such as Cash Future Arbitrage, Covered Calls, Covered Puts, Index Arbitrage, Open Offer Arbitrage Opportunities in case of takeover, De-listing.

  • Aims at providing principal protection to investors by investing in low risk strategies based on arbitrage opportunities
  • Investing in various special situations in the market, based on corporate events and actions, which offer unique opportunities to earn additional returns without additional risk
  • The strategy makes use of equity and derivatives to augment returns in a relatively low risk manner to hedge against abnormal market movements
Fund Management Process
Investor’s Profile

Portfolio Structuring based on investor’s profile.

Understanding of risk appetite & expectation

Investment horizon & Liquidity requirements

Investment Process

Idea generation, evaluation & back testing

Presentation to Investment Committee & execution

Monitoring & risk management

Exit strategy

Reporting

Monthly reports with Portfolio Statements & Valuations

Regular interaction with customers to optimize performance

Annual tax reports

Meet the Fund Management Team
Ashok Kumar Agarwal
Co-Founder & CEO
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Mrs Testing
CEO
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Speak to our experts
What some of our
happy clients say
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Nathan Jonhston
CD at Accenture
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Nathan Jonhston1
CD at Accenture
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