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  1. InvestOnline

Portfolio Management Services

ABCHLOR CLASSIC EQUITY FUND (ACE)

OUR PERFORMANCE

2 Year
3 Year
5 Year
Inception
Abchlor Classic Equity
S& P BSE 200
Inception date: April 01, 2010. Returns are on Absolute basis calculation.

OUR PERFORMANCE(NAV)

Fund Performance with S and P BSE 200

5 Year 3 Year 2 Year 1 Year Inception
Abchlor Classis Equity
S& P BSE 200

Returns less than 1 Year is absolute and over one year is compounded annualised.

INVESTMENT CRITERIA

  • All individuals and non-individuals.
  • Minimum ticket size is Rs. 50,00,000/-

ABOUT ACE

  • A premium investment vehicle for HNIs and ultra HNIs.
  • Strategy primarily aims at value investing.
  • Bottom-up approach for selection of stocks.

CONTACT US TO START INVESTMENT

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+91 22 4071 3322
WhatsApp+91 7777024447
1800-2222-65
wealth@investonline.in

Many More Reasons to Invest with Abchlor Investments (P) Ltd.

Investors looking at taking the full advantage of market conditions may want to consider Abchlor Investments (P) Ltd. in-house Portfolio Management Service (PMS) aptly named ACE (Abchlor Classic Equity) Fund. It follows a long only bottom-up approach and has beaten the Standards and Poor (S&P) BSE 200 index. Registered with regulator SEBI, the investment is open to select investors willing to commit a minimum of Rs 50 lakhs as per regulatory norms.

We have ACE as a Discretionary Portfolio Management Service. It manages your investments with an aim to deliver consistent returns. Relieve you from day to day monitoring. We keep you updated with regular reviews. Our strong risk management ability and market understanding makes it an ideal investment avenue for (HNI) high net worth investors.

Benefits
  • Active risk management
  • Diversification of portfolio for adequately spreading equity related risks
  • Regular monthly review and portfolio rebalancing
  • Monthly communique and performance reports delivered plus regular interaction with fund management team
  • Dedicated Relationship Managers for your account and centralized team of service coordinators
  • 24 X 7 accesses to your portfolio on the web
  • Professional management by an experienced team
  • Additional purchase and withdrawal facility (subject to conditions)
  • Chartered Accountant Certified Tax Statement at the end of every financial year as per regulatory norms

Frequently Asked Questions

What is PMS / Why PMS?

PMS stands for Portfolio Management Service, a tailor made professional service made to achieve the investments objective of different investor segments. The Investment experts provided for PMS is available for only a small number of investors who have the required minimum amount of investment capital. The the investors can be Individuals or Institutions. In PMS, investors hold stocks, whereas in mutual funds they hold units. In PMS, the investor can know which stocks he is holding at any given point in time. This is different in case of mutual funds as holdings are declared by most Asset Management Companies at the beginning of the month for holdings held as per the previous month. In simple words, a portfolio management service provides professional experts & management of your investments to the small segment of people who can afford it. Basically, it provides you with sound and innovative solutions to suit your specific requirements.

Who can Invest? Eligibility -

There is no specific criterion to be met for being eligible to invest in our PMS scheme, except from the minimum capital requirement. Anyone who has a minimum sum of Rs. 50 Lacs can apply for the scheme.

Our Investment criteria -

Benchmark S&P BSE 200
Strategy Style Multi-Cap
Focussed Approach Maximum 15 scrips in Portfolio
Investment Horizon 3 years+
Payment Method By Cheque or Existing Stock Transfer
Minimum Amount Rs. 5,000,000

Procedure/Requirements/Documentation -

VALID ADDRESS Proof :- Valid Passport (Kindly ensure that the date of its validity has not expired), Valid Driving License (Kindly ensure that the date of its validity has not expired), Telephone bill (not more than 3 months old) (Mobile bills are not accepted), Ration card, Electricity Bill (not more than 3 months old), Voter ID.

Valid ID Proof :- PAN card (Mandatory), Aadhaar, Voter ID, Passport

Fee Schedule -

Fixed Fee Option

Nature of fees Fees %
Upfront Fee 2%
Fixed Management Fee based on AUM 2.25% per Annum

Exit load : Exit within 12 months from date of investment - 2%; Exit after 12 months – NIL

Custodian Fees 0.12% per Annum
Depository Charges As Applicable at Actuals
Brokerage As Applicable at Actuals
Service Tax, Security Transaction Tax, other statutory levies As Applicable at Actuals

Variable Fee Option

Nature of fees Fees %
Upfront Fee 1%
Fixed Management Fee based on AUM 2% per Annum
Performance Based Management Fees Upto 15% Annualised Return :NIL
15.01- 30% : 20% of profits
30.01 - 50% : 15% of profit
50.01% & Above : 10% of profit

Exit load : Exit within 12 months from date of investment - 2%; Exit after 12 months – NIL

Custodian Fees 0.12% per Annum
Depository Charges As Applicable at Actuals
Brokerage As Applicable at Actuals
Service Tax, Security Transaction Tax, other statutory levies As Applicable at Actuals

Why ACE? Our USP/Add-on Benefits -

Personalized Touch

Unlike many other execution-only brokers, Abchlor believes in the personal touch. We are not just a web-based automated service, but retain individuals who are pleased to talk to you over the phone or face to face.

Hassle-Free Investing

Abchlor offers the ideal environment that one might need to carry out investment decision with the minimum of administrative hassle. It expertly provides the legal and administrative framework in which one can make their investment decisions.

Senior advisory personnel continuous at your disposal

A senior investment strategist will develop an investment plan for you, based on a thorough review of your current financial arrangements, commitments, resources and goals. It will also be always present with you for portfolio guidance and re-balancing.