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At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather JOINDRE Value Fund The Joindre Value Fund will strive to relieve investors of the daily complexities associated with equity investments, while giving them full access to information on the investment portfolio on a continuous basis. This product is ideal for patient investors seeking long-term capital appreciation by investing in quality companies listed on Stock Exchanges. Investors in this product should have an investment horizon of minimum 3 to 5 years and above. The objective will be a generate reasonable superior returns for the investor while optimally balancing risk and returns by adopting stringent investment processes. watch on youtube Our Five-Pronged Investment Principles Value Hunting Stock Selection is market cap agnostic. We understand that price and value are two different things. Shield of Quality Invest in companies with high standards of corporate governance and high moral values. We are comfortable investing in such companies going through tough times due to external environment rather than investing in companies declaring great numbers belying the underlying business environment. Margin of Safety Investment is contemplated only when the value determined is greater by at least 15% to the current market valuation. Capital Efficiency Capital is a scarce resource and for investors who are owners of the capital, it is imperative to ensure the companies efficiently utilize the same to generate wealth for the shareholders. Key metrics like Returns On Capital Employed (ROCE), Returns on Equity (ROE) and Returns on Assets (ROA) are studied while considering investment options. Business Scalability & Competitive Advantage We look for companies with a business moat and that are scalable so as to able to generate superior returns for the investors in the long term. Investments are preferred in companies which create sustainable shareholder value. "The stock market is filled with in dividuals who know the price of everything, but the value of nothing" Phillip Fisher Investment Approach "If you want to have a better performance than the crowd, you must do things differently from the crowd" John Templeton Investment Process Investment Universe (Nifty 500) Ideation Financial Modelling & Analysis 40 to 50 Stocks Fit to Investment Philosophy & Mandate Portfolio 15 to 20 Stocks The investment process encompasses the study of the sectoral composition of our Benchmark i.e : ( S & P BSE 500 TRI), which is a broad based index and represents the top 500 companies based on market capitalization and then selecting individual companies based on the bottoms up approach. Companies outside the benchmark will be considered for investment only where we have a company that fulfills the broad investment criteria with a compelling valuation. After a thorough analysis based on various financial parameters, companies are shortlisted considering their fit to our investment principles. Stock picking is done based on the understanding that “Sales is Vanity, Profit is Sanity & Cash flow is Reality.” We currently actively track 40 to 50 companies which are a fit to our investment framework. The final individual portfolios will compromise 15 to 20 stock (depending upon the size of individual portfolio) drawn from these actively tracked companies. The entire process is dynamic as we continuously track the companies we are invested in, and are constantly on the lookout for new ideas that can fit our investment framework. Individual client portfolios are monitored and tracked on a continuous basis as their composition may vary due to their time of entry. We believe, “Simplicity is the highest form of sophistication” and “The selection of stocks is sacrosanct and performance of the portfolio determines the feel-good factor.” For Product Presentation and Performance Visit Download section Click here Direct onboarding: Clients can open the account with us directly or through intermediary. Please contact us on 022 49334732/31 or write to us on pms@joindre.com /contactpms@joindre.com . and we will get back to you.

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather The Value Investing Approach We believe in creating steady long term returns through Value Investing, to be the most sensible way of wealth creation. This is a proven approach adopted by great investors over the years and we believe it to be most sensible approach in achieving a balance between capital protection and capital appreciation. Entrepreneur's Perspective Entrepreneur's Perspective We approach the stock valuation from an entrepreneur’s perspective i.e. as owner of the business rather than a short-term speculator’s perspective. Understanding Volatility Understanding Volatility We understand that in the short term the markets can behave irrationally and at such times the stock price has no relation to its actual worth. Intrinsic Value Intrinsic Value We l ook at intrinsic value, long term growth potential and stability of earnings while stock selection and avoid selection based on current market fad. We believe that true value should encompass Growth. "We are what we repeatedly do. Excellence, then, is not an act, but a habit" ARISTOTLE

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather Sensible Investing In Sensitive Markets A trusted name in Value Investing and Wealth Creation We are focused on building wealth and protecting capital for our clients. We believe in creating long-term absolute returns for our clients. At JOINDRE PMS we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather "The fundamental principle of economic activity is that no man you transact with will lose, then you shall not." An excerpt from Arthashastra

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather Sitemap HOME ABOUT PHILOSOPHY PRODUCT DOWNLOADS FAQs LOGIN SITEMAP "We are what we repeatedly do. Excellence, then, is not an act, but a habit" ARISTOTLE

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather Client Login Click Here To Login Please enter your registered Email ID with us in capital letters as your User Name and click on Register/Forgot Password to generate your OTP, which will be sent to your registered email. Please check your inbox & spam folder for the same. This OTP can be used to log in and reset the password of your choice. Access Research Reports

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather About Us JOINDRE PMS is brought to you by JOINDRE CAPITAL SERVICES LIMITED – a pioneer in retail broking since 1995.We are a SEBI registered Portfolio Manager and our registration number is INP000006138. We offer discretionary Portfolio Management Services to High net worth Individuals, Corporates, Institutions, Ultra HNIs and family offices. We seek to understand your needs and investment objectives, and offer a portfolio solution that is best suited to meet these needs and stated objectives. The highly qualified investment team at Joindre PMS, have more than half a decade of investment experience among them and have successfully handled funds across various economic and investment cycles. The Team V Jayaram Chief Investment Officer & Fund Manager A Chartered Accountant with more than 30 years of experience in equity research and funds management. Prior to founding the PMS business at Joindre, he had been the Fund Manager managing the PMS funds for investors at Shreyas Stocks Pvt. Ltd. He was instrumental in generating winning ideas and market beating returns for investors across different business and market environment which covers bull and bear markets, interest rates and inflation cycles, energy prices cycles, various political formations etc. His experience and in-depth understanding of markets and financials ensure that each investment decision will be in the utmost interest of the client portfolio. M A Parameswar Vice President A Management Graduate with more than 27 years of experience in the equity and financial markets. Prior to joining Joindre, he was Head – PMS at LIC Mutual Fund Asset Management and the fund manager for more than 6 years, managing assets of more than Rs.1500 crores of debt and equity for Trusts, Govt. Institutions and HNIs. N Senthilkumar Research Analyst A Bachelor of Engineering and a Masters in Business Administration (Finance) from Anna University. He has in-depth knowledge in fundamental analysis and financial modelling and has more than 10 years of experience as a research analyst. To be a portfolio manager of choice for investors by partnering in their objective of creating and protecting wealth, by adopting long term value investing strategies with ethical and good corporate governance Mission To create long term wealth for our investors by building and protecting their capital. Vision

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather FAQs What is a Portfolio? A combination of various investment products like Bonds, Shares, Mutual Funds, Insurance products, Term Deposits with Banks & Corporates, Various Schemes of Post-office, Bullions, Properties, Antiques, Art Collections and so on is called a ‘Portfolio’. A Portfolio may comprise of one or any of the above mentioned assets in different proportions as per one’s knowledge, awareness, confidence and capacity to invest in such investments/assets. As a PMS provider, we invest only in instruments conforming to SEBI (PMS) regulations. new question go to app settings and press "Manage Questions" button. Who is a Portfolio Manager? A Portfolio Manager is a body corporate who, pursuant to contract or arrangement with a client, advises, directs or undertakes Management or administration of a Portfolio of securities or the funds on behalf of the clients. A Portfolio Manager, only after having specific SEBI registration can render portfolio management services to clients. What is Portfolio Management Services? Portfolio Management Services (PMS) is a niche job of providing customized services to specific segment of individual or corporate clients individually or collectively as per the contracted agreement. The portfolio manager, before taking up an assignment of management of funds or portfolio of securities on behalf of the client, enters into an agreement in writing with the client, clearly defining the inter se relationship and setting out their mutual rights, liabilities and obligations relating to the management of funds or portfolio of securities, containing the details as specified in Schedule IV of the SEBI (Portfolio Managers) Regulations, 1993. Portfolio Management Services (PMS), service offered by the Portfolio Manager, is a customized investment solution offered by professional money managers to select individuals to meet specific investment goals. Although Portfolio Manager may oversee a number of portfolios an individual’s portfolio may be unique. Discretionary PMS: Under these services the choice as well as the timing of the investment decision rests solely with the Portfolio Manager. Non Discretionary PMS: Under these services the portfolio manager only suggests the investment ideas. The choice as well as the timing of the investment decision rest solely with the investor. However the execution of the trades are done by the Portfolio Manager Advisory: Portfolio Manager only advises on Portfolio strategy (asset allocation), Purchase/sale of securities, etc. Investment decisions, timings, execution of trades rest with the clients. How is PMS different from a Mutual Fund? Management PMS: Provide ongoing, personalised access to professional money management services Mutual Fund: Provide access to professional money management services Customisation PMS: Portfolio is tailored to address each investor's specific needs Mutual Fund: Portfolio is structured to meet the Scheme’s stated investment objectives Ownership PMS: Investors directly own the individual securities in their portfolio, allowing for tax management flexibility Mutual Fund: Unit holders own units of the fund and cannot influence buy and sell decisions Liquidity PMS: Although managers may hold cash, they are not required to hold cash to meet redemptions Mutual Fund: Mutual funds generally hold some cash to meet redemptions Confidentiality PMS: Portfolio confidentiality is maintained Mutual Fund: No confidentiality for portfolio. Who can invest in PMS? Both Individuals and non individuals can invest in PMS High Net-worth Individuals (HNIs) Hindu Undivided Families (HUFs) Central/State Government Entities Public/Private Pension, Gratuity & Provident Funds Educational/Charitable Institutions/Trusts Business Enterprises, etc Investment solutions under the PMS will cater to the niche segment of clients both individuals and institutions with high net-worth in asset classes like equities, debt, structured products etc. This segment desire and customised investment solutions for long-term wealth creation and appreciate personalised services. Benefits of PMS? Professional Management. Customised Investment Portfolio. Personalised Service Flexible Asset allocation & Transparent operations Long-term wealth creation What options of payments does an investor have while initiating a PMS account? An investor can invest in a Portfolio Management Services in the following ways, namely, Through Direct cheque payment. Through transferring existing shares, bonds, mutual funds etc held by the customer to the PMS account. The Value of the portfolio transferred should be above the minimum investment criteria A combination of the above to meet the minimum investment criteria The Portfolio Manager may at his discretion sell the existing securities in favour of fresh investments.

At Joindre Portfolio Management Services, we extensively research companies, cherry pick stocks, create and track Equity Portfolios for our clients. We assume the complete responsibility of creating and tracking your investment portfolios while you could take a well-earned breather