Investment Offerings · PMS
Portfolio Management
Services.
Strategies
Large · Small Midcap
Framework
4P
Min. investment
₹50 lakhs
SEBI Reg. No.
INP000007915
PMS · Strategy
Large Midcap
Aims to invest in fundamentally strong companies based on the 4P framework — Promoter, Product, Profitability, Price — across market caps for long-term wealth generation. It uses a mix of top-down and bottom-up strategy, selecting stocks on fundamentals, valuations and growth, and is largely a buy-and-hold approach targeting growth leaders with long-term EPS growth of around 15 – 20%.
- Cap mix
- Large · Mid · Small
- Horizon
- 3 – 5 years
- Benchmark
- Nifty 50 TRI
- Category
- SEBI PMS
Why Large Midcap
What makes this distinct.
Diversification
Invest in a well-diversified portfolio across various sectors and reduce concentration risk.
Adaptability
Flexibility to capitalise on opportunities in evolving market landscapes due to a market-agnostic approach.
Strong Conviction
More of a buy-and-hold strategy with minimum churn.
Long-Term Growth
Invest in growth leaders where the long-term expected EPS growth is around 15 – 20%.
Investment philosophy
The 4P framework, in detail.
Promoter
Healthy track record of leading the business through good and bad times. Good corporate governance with transparency, accountability and integrity. Growth-oriented mindset.
Product
Scale of opportunity should be enormous. Competitive situation should be such that there is adequate profit pool for all industry participants. Sustainable growth expectations for the long term.
Profitability
Fundamentally sound companies with healthy margins, healthy debt/equity profile, robust cash flows and return ratios. High earnings growth. Possibility of improvement of profitability going forward.
Price
We use multiple absolute and relative valuation parameters to assess whether valuation is reasonable. We generally stay away from extremely richly valued stocks where investor frenzy is unusually high.
Suitability
Is Large Midcap right for you?
Built for
- ✓Investors with a 3 – 5 years horizon
- ✓Looking to compound through full market cycles
- ✓Comfortable with equity-market volatility
Not for you if
- ✕You need certain monthly cash flows
- ✕You can’t tolerate interim drawdowns
- ✕Your horizon is under 2 years
PMS · Strategy
Small Midcap
A bottom-up portfolio of structurally growing small and mid-cap businesses, picking up special situations and emerging sectoral themes early to capture outsized returns.
- Cap mix
- Small · Mid
- Horizon
- 4 – 6 years
- Benchmark
- Nifty 50 TRI
- Category
- SEBI PMS
Why Small Midcap
What makes this distinct.
Scope for PE-style investing
Investing in sunrise sectors such as green energy and recycling. Leveraging China +1 to de-risk supply chains and tap new opportunities. Emphasising infrastructure as a growth driver. Identifying NCLT cases and corporate turnarounds.
Emerging Opportunities
Investing in sunrise sectors like green energy and recycling. Capitalising on China +1, de-risking supply chains. Infrastructure focus, NCLT and turnarounds.
Ride the compounding story
Once correctly identified and comfortable with governance, ride the earnings growth story. High earnings growth attracts institutional investors down the line. The combination of EPS growth and PE re-rating leads to outsized returns.
Investment philosophy
Four lenses, every position must clear.
Industry Potential
Growing companies that are scalable over time. Pricing power and benign competitive landscape. Avoid sectors vulnerable to regulations, high competitive intensity and short growth cycles.
Business
Companies with competitive advantages, delivering high RoCEs. Structural growth stories with high cash flow generation and moderate-to-no debt (unless visible turnaround cases). Avoid companies with poor cash flows.
Governance
Managements with clear strategy and business model on generating shareholder value over the long term. Prudent capital allocation in line with minority shareholder interest.
Valuations
Offering a favourable risk-reward ratio: particularly on a cash-flow valuation basis. Valuation is not the sole investment criterion.
Emerging themes
Where we’re looking next.
- →Green energy & recycling
- →China +1 supply-chain shifts
- →Infrastructure build-out
- →NCLT & corporate turnarounds
Suitability
Is Small Midcap right for you?
Built for
- ✓Investors with a 4 – 6 years horizon
- ✓Looking to compound through full market cycles
- ✓Comfortable with equity-market volatility
Not for you if
- ✕You need certain monthly cash flows
- ✕You can’t tolerate interim drawdowns
- ✕Your horizon is under 2 years
Regulatory
PMS Regulatory Disclosures.
SEBI-mandated disclosure documents, investor charter, complaints statement, investor education, and grievance policy — kept current.
PMS SEBI Reg. No. INP000007915
Compliance Officer · PMS
- Name
- Prachi Kadam
Investor grievance redressal
Write to us first at sales@moneygrowindia.com. If your complaint is unresolved, escalate to SEBI through either platform below.
Disclosure documents are kept up to date as per SEBI requirements.
Client area
PMS Client Login
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Payments
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Scan the QR code with any UPI app, or pay directly to the UPI ID moneygrow.pms@validkpay.