JEWEL PMS - Large & Midcap Focused
Build wealth steadily through a judicious mix of high quality Large and Midcap Stocks
Achieve capital appreciation by investing in a mix of large and mid-cap companies that have strong balance sheets and growing earnings. These companies typically have ₹10,000 crore market cap (roughly $1.5B+) and offer steady growth over the long term.
Why Trust Jama Wealth's JEWEL Large & Midcap PMS
STABILITY
Large cap companies grow well with the economy and can anchor the portfolio in turbulent times.
GROWTH
Midcap stocks often present robust growth prospects, being at an inflection point in their evolution.
DIVERSIFICATION
A varied equity portfolio across various sectors can provide better risk distribution.
Balanced Approach
INDUSTRY LEADERS
The best large cap companies are leaders in their respective industries which augurs well for a long term portfolio.
EMERGING TRENDS
Midcap companies have potential to become tomorrow’s market leaders. JEWEL taps into these trends.
JEWEL PMS- Equity Portfolio Management Services Offered
Strategic Allocation
Our experts manage your investments in high quality stocks allocated across large and mid caps across various sectors.
Portfolio Customisation
Every investor is unique. We are able to tailor portfolios that reflect investor constraints, risk appetite and financial aspirations. This is helpful for CEOs, CXOs or industry leaders with existing large sectoral exposures
'Full Service' With Rebalancing
The dynamic nature of the stock market necessitates regular portfolio adjustments. We keep portfolios aligned (including transaction management) with the market developments and company performances as reflected in their quarterly results.
Risk Mitigation
With proactive strategies, we ensure client investments are resilient against market uncertainties. Stocks that do not meet the stringent quality criteria are placed on 'watch' or are exited. Our Fund Manager is available for allaying any concerns.
How Jama Wealth JEWEL PMS Amplifies Your Wealth Creation Journey
Long Term Focus
Focus on long-term capital appreciation through investments in small-cap companies with strong fundamentals and high growth potential.
Tech-Savvy
Our integrated app offers an end-to-end seamless investment experience.
Process Adherence
We stick to a proven investment philosophy and processes that ensure decisions are consistent and free of emotional bias.
Trustworthy Guidance
Attention to early risk indicators and periodic review for portfolio churn decisions.
Data-Backed Decisions
Our analytics platform offers objective stock evaluations.
All-Round Service
From advisory to execution, we’re your dedicated investment partner.
Bottomline: Benefits of Investing In Large & Midcap Stocks with JEWEL PMS
Promising Returns
Large & Midcap equities offer a blend of stability and growth potential.
Strategic Diversification
A balanced portfolio can weather market volatilities better.
Adaptive Nature
Midcap firms often adapt quicker to market changes whereas Largecap firms tend to be resilient.
Growth Prospects
Investing in market leaders of today and tomorrow.
Frequently Asked Questions
Why invest in both large and midcap equities?
This gives a good balance of risk and return for most investors. Large caps give steady returns whereas midcaps offer a blend of growth and resilience, potentially becoming market leaders.
How do you select stocks?
Through in-depth research, data analytics, and understanding market dynamics.
How often do you review my portfolio?
Regular reviews, especially post quarterly results and significant market events, ensure optimal growth.
Is midcap investing risky?
While there’s inherent market risk, our strategies are designed to mitigate them effectively.
Do you use any technology for analysis?
Yes, our proprietary data analytics platform aids in objective stock evaluations.
How can Jama Wealth add value?
With our deep expertise and client-first approach, we aim to maximise your returns.
