Sharekhan Ltd Prime Picks

Prime Picks PMS – The Best of Both Worlds

The core objective of the Prime Picks PMS is to deliver superior risk-adjusted returns across market cycles by investing in two diversified portfolios – Quality Folio and Alpha Folio. This dual strategy aims to create long-term wealth by combining:

• High-quality companies with multi-year compounding potential (Quality Folio)
• High-growth, early-stage multibagger stocks and special situation opportunities (Alpha Folio)

Prime Picks PMS follows a dual investment strategy that blends stability and high growth potential:

Quality Portfolio

• Invests in high-quality companies with structural growth themes
• Targets businesses showing sustainable earnings growth ahead of industry trends
• Emphasizes long-term holding with low volatility

 Alpha Portfolio

• Focuses on aggressive, high-alpha generation
• Includes multibaggers, turnaround companies, and special situations
• Leverages tactical churn and scalable business models for value arbitrage

Portfolio Allocation Options:

• Moderate (Default): 60% Quality + 40% Alpha
• Conservative: Higher allocation to Quality
• Aggressive: Higher allocation to Alpha

Prime Picks stands out with its balanced equity strategy—a fusion of high-conviction quality stocks and aggressive alpha opportunities. The philosophy ensures that the portfolio adapts across cycles by:

• Following a well-defined stock selection process
• Balancing between stability (Quality) and aggressive growth (Alpha)
• Offering exposure across large cap, mid cap, and small cap segments

This hybrid approach ensures that HNIs and affluent investors benefit from both capital preservation and aggressive alpha.