JM Financial Services

.

Fund Managers

Mr. Rakesh Parekh

Head of Equities, PMS

Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS).  Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India.  He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group.  He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.


Strategy

JM Financial - Focus - MULTI CAP

To manage a concentrated portfolio of 15-20 stocks based on a multi-cap strategy. However, the major part of the portfolio would consist of Large & larger mid-cap stocks. Investment horizon is at least a 3-year holding strategy of identifying good quality businesses and nurturing them with the aim of realizing their long-term growth and business potential. Part of the portfolio strategy, also aims to identify severely beaten down stocks which have the capability of solid business recovery over the medium term.

To Know the Strategy Performance Click Here ...

JM Financial - Growth & Value - LARGE CAP

To manage a reasonably diversified portfolio of at least 20 stocks focusing predominantly on larger-cap companies with a small allocation to attractive mid-cap companies. Again, the Investment horizon is at least a 3-year holding strategy of identifying good quality businesses and nurturing them with the aim of realizing their long-term growth and business potential.

To Know the Strategy Performance Click Here ...

JM Financial - India Resurgent Portfolio Series - III - MID CAP

This is a broad based portfolio strategy focusing on predominantly mid-cap strategy, with an exposure of around 65% to Mid-Cap stocks. Balance can be invested in large or select small cap, depending on market conditions. The aim is to hold around 20 stocks in the portfolio to provide reasonable diversification. The aim is to focus on bottom up stock picking across the sectors and generate compounding over the longer term.

To Know the Strategy Performance Click Here ...

Copyright © 2021 PMS Bazaar. All Rights Reserved.