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Management Services

Providing you the best range of Knowledge Center Management Service and Portfolio Management Service with effective & timely delivery.

  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
  • Knowledge Center Management Service
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Service ModeOffline
Service Duration3 Days
Payment ModeOnline/Offline
Service LocationPan India

We are a unique entity in the industry, actively committed towards offering an optimum quality Knowledge Center Management Service. This service is widely acknowledged by our precious clients owing to its promptness and cost-effectiveness features. Our skilled professionals provide this service in the best possible manner. The provided service is executed by our adept professionals using optimum quality tools and latest technology. Moreover, our precious clients can avail this service from us at most reasonable price.

Details:
Capstocks and Securities (India) Pvt. Ltd, one of Kerala’s best stock market advisory company, has envisioned series of programs to spread awareness on the financial sector among its investors and to the public. Capstocks provides Stock market advices as well as training on How to invest on Stock market. These programs will be offered through the Capstocks Knowledge Centre based at Thiruvananthapuram. 

The booming Indian economy and the varied options in the investment scenario have definitely caught people’s attention but most people do not have a basic understanding of the sector and hence, cannot track the subtle changes and developments that take place in the sector. So they are unable to take advantage of many investment and job opportunities. Capstocks’ courses , which are based on this premise, will be equally useful to stock market investors as well as students.

Publication division :

The division brings out titles that help to educate investors and students in the stock market and other personal finance options. These publications are written in simple, easy-to grasp language. The research wing of the company will soon launch a trimonthly magazine for investors, featuring in-depth articles on the stock market, the mutual fund sector and upcoming IPOs, among other issues of financial relevance.

Training centre :

Scientific and technical knowledge and training is vital for people to fully utilise the various investment options available. Today the stock market works much more transparently and efficiently, thanks to the support of information technology. Besides, as the movements in the Indian stock market are linked to global markets and economic trends, an investor must be up-to-date on this aspect as well. Tracking the price movement of various companies share prices in the stock market and picking appropriate ones, buying and selling at the right time, analysing a company’s ‘fundamentals’ as well as technical analysis are all an inherent part of investing wisely.

Capstock,best stock advisory company, provides training that offers short-term courses and seminars on these lines, tailor-made to suit both investors as well as students. These courses will also benefit those appearing for the exams held by NISM, AMFI, MCX, etc. It will also help job aspirants acquire an edge over others when applying for positions in the financial sector. Capstocks’ 28 years of experience helps it add a lot of practical aspects to the training courses.

Wealth management service :

Capstocks’ novel wealth management service is powered by its nearly three decade long experience in the financial sector and the work done by its efficient research wing. The scheme offers personalised investment solutions, taking into account the risk-returns profile and other financial needs of the individual.

First time investors and those who are too busy to track their investments routinely can avail this service, which helps give a long-term perspective on investments and provides a single-window option for various investment needs. Those who avail the wealth management service will be provided with timely and competent investment advice and presented with hassle-free options to make such investments.

 

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  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
  • Portfolio Management Service
Interested in this product?
Get Best Quote
Service ModeOffline
Service Duration3 Days
Payment ModeOnline/Offline
Service LocationPan India

With the continuous support and sincere efforts put by our experienced professionals, we have been able to provide our clients the best quality Portfolio Management Service. Offered service is performed under the strict supervision of our experts using optimum grade tools and latest technology. Our professionals perform this service as per the requirements of our clients. Further, the provided service can be availed by our valuable clients at most competitive price.

Details:
It is a SEBI approved Portfolio Manager with a long standing history of 30 years, providing personalised client service and investment advice to individuals and corporate. Clients can rely on the expertise of the team of fundamental and technical analysts to make investment decisions for them.We are one among the Top performers in PMS in India.Why entrust your investments to a Portfolio Manager like us ?

This is where a Portfolio Manager like Capstocks comes into the picture. Also the investor does not have to go through the grind of analyzing balance sheets, income statements or financial ratios himself. Other technicalities pertaining to shares like dividends, rights, bonus, buy-back, mergers and acquisitions are also be taken care of by us. Clients can interact with the Portfolio Management team, clear their queries and give their suggestions.

Our investment goal is to maximize returns through intelligent stock picking and analysis. The main approach is to invest in a mix of securities comprising of front line stocks, mid cap stocks and identified growth stocks. A combination of Fundamental Analysis for identifying prospective scrips and Technical Analysis to time the investments are used for deriving optimum results

No Entry/Exit Load or Lock in Period

The PMS has no entry or exit load and also no lock in period. The PMS can be completely liquidated by the client at any time.

Minimum Portfolio Amount

Minimum amount required for starting PMS is Rs.50 lakhs, as per SEBI regulations. You can also give your existing shares as capital and the same will be valued at market rate.
TAXATION 


Short term capital gain(shares held for less than 1 year)- 15%
Long term capital gain tax – 10% (1Lakh exemption)
Company does not deduct tax at source.
Annual Audited Report will be provided for Tax purposes.
MANAGEMENT FEE - Option I
3% flat fee on average Net Asset value(NAV)
- Option II
Fee of 1% on NAV + a share of 20% on profits above 10%
1% fee is debited on average daily NAV. Additionally 20 % of profit is taken as fees on profits above 10%. This charge on profit is calculated after deducting 1% annual fees payable to CAPSTOCKS.
The fees will be charged at the end of the financial year or termination of the PMS agreement whichever is earlier.

PMS Performance:
(LAST FIVE YEAR) 
ParticularsFY 21FY 20FY 19FY 18FY-17CAGR
 Portfolio Performance (%)+ 66.70 %- 31.80 %- 6.50 %+ 6.70 %+ 56.70 %+ 12.20 %
Benchmark Performance %(NSE-NIFTY)+ 70.80 %- 26.00 %+ 14.90 %+ 10.30 %+ 18.50 %+ 13.70 %

*Return calculated only for live clients who have neither added nor withdrawn fund during the period

Client reporting:

 

Clients can know the NAV of their portfolio and how the investments are faring on a daily basis through our web site. Also, daily NAV reports are send by e-mail to clients.
CAPSTOCKS with a tradition of 32 years of prompt 
Click here for Risk Disclosure Document

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Capstocks And Securities (India) Private LimitedCapstocks Towers, TC 28/2023, Thakaraparambu Road Fort, Trivandrum, Thiruvananthapuram-695023, Kerala, India

Jayakanth Narayan (Manager)

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