Registered-Investment-Advisor

Overview

RIA & PAIA software is a comprehensive solution for SEBI Registered Investment Advisors & Person Associated with Investment Advice which cater to different products and asset classes. This is an integrated solution in real time helping you save time, resources and also reducing gaps in operations thereby helping you drive your business goals. The focus on building our own financial technology knowledge continues to be the bedrock for our ability to provide innovative solutions to our partners. Increasingly Clients expect a secure, seamless and efficient way of staying connected and partners are looking to relevant solutions that can make a difference to clients and businesses.

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Your Partner in Finance

Our Award winning PMS comes as an answer to those who would like to grow exponentially on the crest of the India stock markets, with the backing of an expert. We will leverage our experience to be your steadfast partner on the financial waves. We measure our success through the success of our clients. At PhillipCapital PMS we are fully invested in our clients.

Global Expertise for Local Markets

Trust: More than 40 years of successful existence

Research: Rated research analysts for global and local investors

Reach: A global MNC with a presence in 15 countries

Credentials: AUM worldwide more than USD 47 Billion

Secure: Shareholder funds in excess of USD 1.5 Billion

Customised Portfolio

We do not follow a model portfolio concept. Our bespoke endeavour is to curate bespoke portfolios for individual investors.

Scuttlebutt Research Process

We conduct extensive ground-level research in addition to management meetings and financial analysis.

Staggered Investment Approach

As part of our process, we do not put the entire amount in the markets, over a period of time a portfolio is curated.

Nimble Approach

To take maximum advantage of changing trends, being boutique in nature helps us to make quicker investment decisions.

Fund Manager Access

The fund management team is constantly available to connect for every investor and investment related queries.

Low Churn

This is the cornerstone of our investment process – hold on to your winners as long as possible and sell your losers immediately.

Mr. Nishit Shah

Fund Manager & Principal Officer

A triple graduate with a specialization in finance and management.
More than 17 years of experience in Indian equity markets and investment products.
Worked with some of the most renowned wealth management organisations and companies in India.
Having worked at both the buy and sell side, he exactly understands how each of them works and how to keep one step ahead in the fast lane.

My philosophy is very clear, disregard the noise in the macro environment and just focus on identifying good quality ideas and hold on to the winners for the long term. It is also necessary to have a focussed portfolio as over-diversification becomes unmanageable and adds no value to a portfolio.

Management Quality

For us, the vision and mission of the management are paramount for the growth of the business.

Growth Potential

We look out for companies that have strong prospects for future growth and value appreciation.

Valuation

Quantitative framework supplemented with qualitative analysis to form a comprehensive view of a company.

PHILLIP SIGNATURE INDIA PORTFILIO

The Phillip Signature India portfolio is a meticulously curated investment offering that focuses on capturing the growth potential of the Indian market. This portfolio is designed to provide investors with exposure to a diverse range of high-quality Indian companies across sectors, leveraging in-depth research and expert analysis. With a focus on long-term value creation and capital appreciation, the Phillip Signature India portfolio aims to deliver sustainable returns while navigating the dynamic landscape of the Indian economy.

Investment Objective

To generate superior returns over the medium to long term by investing in cherry-picked stocks across Large, Mid, and Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, in emerging sectors, and in turn around stories

Strategy at a Glance

Market Cap

Multicap/Flexi cap*

Investment Horizon

Medium to long-term investment approach

Holdings

Focused on a portfolio of around 18-25 carefully chosen names

Investment Style

Combination of a top-down and bottom-up approach

Strategy

Focus on companies that are well-managed, have sustainable growth, and have good balance sheets.

Benchmark

S&P BSE 500

Inception Date

18th May, 2016

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PHILLIP EMERGING INDIA PORTFILIO

Phillip Emerging India portfolio is a dynamic investment solution that targets the burgeoning opportunities within India’s emerging markets. This portfolio is specifically designed to capture the potential of rapidly growing sectors and companies in India, offering investors exposure to high-growth areas such as technology, consumer goods, and healthcare. With a forward-thinking approach and rigorous research process, the Phillip Emerging India portfolio seeks to capitalize on the country’s evolving economic landscape for investors seeking exposure to India’s emerging market potential.

Investment Objective

To tap the potential of small-cap & mid-cap companies that are expected to benefit from the wide range of opportunities arising in India - The emphasis is to invest in a diversified portfolio to generate returns over the medium to long term.

Strategy at a Glance

Market Cap

Mid and Small-cap

Investment Horizon

Medium to long-term investment approach

Holdings

Focused portfolio of around 20 carefully chosen names

Investment Style

Combination of a top-down and bottom-up approach

Strategy

Lookout for emerging sectors and turn around stories

Benchmark

S&P BSE 500

Inception Date

9th August, 2017

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PHILLIP ETHICAL INDIA PORTFILIO

The Phillip Ethical India portfolio is a unique offering that caters to investors seeking both ethical and Shariah-compliant investment options in the Indian market. This portfolio adheres to Shariah principles, ensuring that investments are made in accordance with the guidelines. It focuses on companies operating in sectors that are permissible, avoiding businesses involved in activities such as gambling, alcohol, and interest-based financial transactions. By combining ethical considerations with Shariah compliance, the Phillip Ethical India portfolio provides a responsible and faith-based investment avenue for investors who prioritize both financial growth and adherence to Islamic principles.

Investment Objective

Invest in socially responsible companies and avoid companies that engage in activities that are deemed to be against beliefs. The emphasis is to invest in a diversified portfolio across market capitalization to generate returns over the medium to long term.

Strategy at a Glance

Market Cap

Multicap/Flexi cap*

Investment Horizon

Medium to long-term

Holdings

A focused portfolio of around 18-25 carefully chosen names

Investment Style

Combination of a top-down and bottom-up approach

Strategy

Focus on Shariah-compliant companies that are well-managed, have sustainable growth, and have good balance sheets.

Benchmark

S&P BSE 500

Inception Date

12th December, 2017

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PHILLIP PACES

The Phillip PACES (Personalized and Customized Expert Solutions) portfolio is a tailored investment solution designed to meet the specific objectives and preferences of individual investors. This portfolio offers a high degree of customization, allowing clients to align their investment strategy with their unique financial goals, risk tolerance, and time horizon. Through in-depth consultations and expert guidance, the Phillip PACES portfolio is constructed and managed to address the specific needs and requirements of each investor, ensuring a truly personalized investment experience and maximizing the potential for long-term success.

Investment Objective

To generate returns over the medium to long term by creating a customized portfolio for each client by making investments which primarily comprise of equity shares and the funds may also fully or partially invest in units of mutual funds and/or debt instruments etc. A customized portfolio may be created for each client and it may be completely different from that of the other clients.

Strategy at a Glance

Investment Horizon

Medium to long-term

Strategy

Focus on various types of customisations, e.g. ESG compliant, Thematic, Concentrated portfolio, across asset classes, etc.

Benchmark

S&P BSE 500

Inception Date

28th February, 2019

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Know PhillipCapital

What we offer

Whom we serve

Insights

Career

Business Associates

Know PhillipCapital

What we offer

Whom we serve

Insights

Career

Business Associates