Portfolio Management Service | Globe Capital
Personalised Portfolio Management from our experts

Unmatched Portfolio inputs with expertise in risk management, focused on long-term wealth creation by our Portfolio Managers.

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.

Convenience

Enjoy a hassle-free experience while managing your investments.

Our 6 Pillar Model
Value &
Growth
Good Quality
Business
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

Team
Mr. Ankit Agarwal
(Director- Globe group of companies & Head - Globe wealth and Portfolio Management Service)
Ankit Agarwal is a Chartered Accountant and a CFA by qualification. He is in-charge of the overall Fund Management Division at Globe Capital including PMS, Investment Research, Institutional Investment Advisory and FII Advisory. He also heads the proprietary investment arbitrage division at Globe. Under his leadership in 2021 Globe PMS became the top performing fund in the 5 year CAGR category. He has a special acumen for value investing and identifying multibagger companies with good quality management.He has a great understanding and in-depth knowledge of Indian Capital Markets, Macro and Micro economic factors driving the economy. He also has expertise in special situation arbitrage and use of derivatives to make use of various opportunities in the market. He has initiated many investor education initiatives at various national forums for greater financial inclusion among the youth of this country.
Parashuram Parasad
Fund Manager
Parashuram Prasad has over 15 years of experience in fundamental equity research and fund management in Indian capital market, with over 13 years with Globe PMS. He holds an MBA (Finance) and a Bachelor’s degree in Chemistry. He prefers a ‘bottom up strategy' while picking stocks. He has a strong Quantitative aptitude and has enhanced the team’s strategic and tactical Asset Allocation decision making process. He has a keen eye for picking stocks that have strong financials & earnings growth. He focuses on companies having businesses with robust competitive advantages in both terms quantitative & qualitative. He does not believe in theory of timing the market rather his philosophy is to invest in the right stock rather than wait for the right time.
Anuj Jain
Head, Special Situation
He has experience of over 10 years in fund management with different institutions. He is an MBA in finance from Amity business school. His expertise lies in Fund Management techniques for both short & Long term horizons.
Himanshu Gupta
VP Research
Himanshu Gupta is a Research Professional with 15 years of experience across financial markets. He is a qualified Chartered Financial Analyst (ICFAI), holds a Master's degree in Commerce and a final level candidate of CFTe USA . Mr. Gupta has been regularly doing media representation for all leading business channels in India like CNBC TV 18, ET NOW, Zee Business, CNBC AWAAZ and Bloomberg Quint on their popular shows. His articles and views are very popular in publications like Moneycontrol.com, Business Standard, Economic times and financial chronicle.
Gaurav Sharma
AVP – Equity Research
Mr. Gaurav Sharma, who is working in our organization at the capacity of Assistant Vice President & Head, Technical & Derivatives Research, tracking Equity Markets. Gaurav has over 11 years experience in Financial Markets. He is a Post Graduate in Finance. He has expertise in identifying the trend of the overall market i.e. Nifty index as well as sectors and stocks. He is also a regular speaker at various investors’ meets / webinars organized from time to time by our organization
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What some of our
happy clients say
I have been investing with Globe Capital for 2 years now and my experience is really very good. Service from my RM is spontaneous and up to the mark.I prefer Globe mainly because of its service and good technical support.
Sejal Dhoka
Chartered Accountant
Globe Capital has provided excellent personalised services for my equity investment & their mobile app is very user friendly.
Sushil Bulbule
Project Manager, MasterCard
Globe Capital team gives research calls with a high success ratio, and has helped grow my portfolio in a healthy and safe way.
Karan Panjwani
Senior Professional in Finance Service Delivery
With Globe’s financial advisors’ guidance, I am nothing but confident for the future. I felt like I am getting educated, not just pushed in a direction. I also put in place a special goal-based investment plan for my kids which really makes me feel better.
Satyajit Mohanti
CHRO - Crompton Greaves Consumer Electricals Ltd
The app is quite user friendly and makes it easy to place orders. Service support has been very good (best is immediate response). Much better than other platforms. Maintain the same good for investor/ client trust.
Naveen Sahni
Director - Federal Mogul
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