Our
Services
Prudent Investment Managers LLP a leading financial services firm specializing in Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and bespoke investment advisory solutions. Our mission is to empower clients—ranging from high-net-worth individuals to institutional investors—to achieve their financial goals through personalized strategies, expert portfolio management, and transparent guidance. With a team of seasoned professionals, we offer tailored investment portfolios, access to diverse asset classes, and in-depth advisory support, ensuring that each client benefits from our deep market expertise, rigorous research, and commitment to long-term value creation.
Discretionary Portfolio
Management Services
The portfolio managers exercise the sole and absolute discretion, with respect to the investment decisions and management of the assets of its clients. The focus of the funds will be on taking concentrated bets for the long term in high quality publicly listed Indian companies trading at a discount to their intrinsic value. We focus on generating 15%-18% compounded returns with low volatility and low churn. With a value orientation we would like to invest in good quality companies trading at reasonable prices. We offer a Multicap approach with 60%-70% of our portfolio being in large caps and remaining in small and mid-caps. We however may vary this ratio depending on where we see more relative value and strong balance sheets.
Non – Discretionary Portfolio
Management Services
The Portfolio Manager offers non-discretionary services to its Clients in relation to the investment and management of the assets of such Clients, and based on the instructions of the Clients. The focus of the fund will be to invest in multiple asset classes – a) Listed Equity b) Unlisted Equity c) Listed and debt securities
Advisory
Services
The Portfolio Manager may provide non-exclusive, non-binding investment advisory services to its Clients pursuant to the terms and conditions contained in the Investment Advisory Services Agreement. Here, the entry/exit timing, execution and settlement of trades are solely the client’s prerogative and responsibility. The advisory will be across multiple asset classes – a) Listed Equity b) Unlisted Equity c) Listed and Unlisted debt securities
AIF
Services
We run a long only strategy focussing on generating 15%-18% compounded returns with a low volatility and low churn. With a value orientation we would like to invest in good quality companies trading at reasonable prices. We offer a Multicap approach with 60%-70% of our portfolio being in large caps and remaining in small and mid-caps. We however may vary this ratio depending on where we see more relative value. We expect to have a portfolio of 20 – 30 compounders in our portfolio with clear leadership and strong balance sheets.
