PMS

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Desvelado PMS

Desvelado PMS is investment arm of ours

Our primary goal is to protect capital while taking momentum focused investment decision. Our holding horizon ranges between weeks and years.
Desvelado offers professional financial portfolio management of your PMS investments with an aim to deliver consistent returns. Portfolio Management Service relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal PMS investment avenue for high net worth investors.

Why choose

Why choose Desvelado

  • Dedicated Relationship Manager
  • Research Reports & Regular Updates
  • Access to Investment Guidance counselors
  • Long-Term Wealth Creation Focus

Benefits for Investors

Premium investment vehicle with a track record of reliable results

Desvelado provides professional investment management with the goal of delivering superior risk-adjusted returns. With regular reviews and risk management, it also relieves clients from any monitoring headaches. All of this makes it a great investment option for high-net-worth individuals.

Quality portfolio well handled

The portfolio is managed by seasoned individuals with extensive stock market knowledge. They manage the portfolio in accordance with the strategy presented to clients.

Risk diversification

Even though the stock market can be unpredictable and turbulent at times, investing in PMS will seek to diversify risk and so mitigate the impact of bad occurrences on the portfolio.

Possibility of higher risk-adjusted returns

Considering PMS typically feature a concentrated stock portfolio, it has a better possibility of outperforming the underlying index, especially if the portfolio is recalibrated to account for market volatility.

Our Approaches

Discover Our Approaches For PMS

  • Across Market Cap-Large, Multi, Mid, & Small Cap Oriented
  • Concentrated & Balanced Option
  • Thematic & Sector Focused Funds
  • Non-Discretionary & Discretionary

What is the concept of portfolio management?

Portfolio management is concerned with financial planning and maximizing investment returns. Portfolio Management manager money in the following order because the goal is long-term savings

1

Your wealth manager should first learn about your financial goals, time horizon, and risk tolerance.

1

Your wealth manager should first learn about your financial goals, time horizon, and risk tolerance.

2

The second stage is to devise a plan that is appropriate for you. This entails recommending the best tactics, products, and investment management for you. Your wealth manager will also take into account your liquidity choices, tax responsibilities, and current assets.

2

The second stage is to devise a plan that is appropriate for you. This entails recommending the best tactics, products, and investment management for you. Your wealth manager will also take into account your liquidity choices, tax responsibilities, and current assets.

3

The third stage entails putting the strategy into effect. Your investing strategy is now in place, and your money is being put where you want it.

3

The third stage entails putting the strategy into effect. Your investing strategy is now in place, and your money is being put where you want it.

4

The final phase is to analyse and adapt your plan as needed, which can be a time-consuming process at times.

4

The final phase is to analyse and adapt your plan as needed, which can be a time-consuming process at times.

Principles of Investment

While solid stock selection and portfolio construction are important for consistent results, you must first comprehend these four crucial questions. These will determine the long-term success of your investing approach!

  • What are the best stocks to invest in?
  • What time frames should you be looking for?
  • How many stocks should I buy at once?
  • When is the best time to sell your house?
  • When it comes to triggers, they have the power to deliver extraordinary results. In other words, the future appears to be brighter from now on!

Our trading is based on proprietary models developed by us

We can build competitive marketplaces in even the most intricate products thanks to quantitative research and insights into connected sectors. Technology is key to how we approach trading, and we see ourselves as much a technology firm as a trading one.

Our Philosophy

Culture

Transactions in the securities markets is one of the most transparent and competitive industries. People, not brand awareness, are the key to our success. Our primary goal is to be a fun, challenging, and fulfilling place to work. That is driven by the team’s excellence and cohesiveness, which is why our interview process is so rigorous, and why so many current employees are involved in selecting their colleagues.

Ethics and Authenticity

We take pleasure in doing our business in a way that does not impose hidden costs or risks on our counterparties or the market. Nobody at Desvelado will be asked to defend a stance, carry out a transaction, or express an opinion in which they do not believe. It is critical to us that conversations at Desvelado, as well as interactions between our people and others, be honest and open.

Structure

We work hard to keep our hierarchy as flat as possible. The company is not run for the advantage of a small set of people, but for the benefit of the company as a whole. The decision-making process is as decentralised as possible. Employees are viewed as partners and are evaluated based on their contributions to common goals.

Make Quantitative Decision

A flexible, humble mindset is one of the most highly valued characteristics in Desvelado. We attempt to admit when we are untrue and discuss our mistakes openly. Staying humble permits us to challenge our assumptions and revise our positions in light of fresh evidence. It is essential to be skeptical and to question “why.”

Risk

Desvelado controls risk in a sensible way. We are highly cautious when it comes to risks that could jeopardise the firm’s reputation or long-term existence, yet daring when it comes to non-firm-threatening risks. Our risk thinking includes both an ethical and a practical dimension. We do not believe in taking unnecessary risks knowing that the consequences would be borne by others.