PORTFOLIO MANAGEMENT SERVICES

The objective behind the launch of PMS (Portfolio Management Services) by PRP is to provide higher returns to investors compared to direct investing or investing via MFs or Insurance companies. This is because MFs & LICs are often swayed by short-term considerations while PMS tend to have a long-term bias. It is often seen that an emerging theme takes longer to play out thus benefiting a patient investor.

PMS activity at PRP shall be carried out by a team of professionals with long experience in the field of Wealth Management. Markets go through ups & downs. The frequency of booms and busts are rising. Last 25 years is witness to crises like Asian Financial Crisis (1997), Dot-com bubble (2000), Great Financial Crisis (2008) and COVID-19 induced meltdown (2020). All these busts were preceded by booms. Seasoned professionals do not get carried away by euphoria of booms or distress during busts. This ensures that investors don’t panic during market meltdowns or get sucked into overvalued markets on FOMO (Fear of Missing Out).

At PRP, we realise the importance of asset allocation in portfolio management. Recent pandemic led meltdown of markets has reemphasized the need for a proper asset allocation plan for investors. To give an example, Bonds actually gained during severe equity market stress in March 2020. Today, investors don’t say no to any asset class. Every asset class has its own merits and demerits be it Equities, Bonds, Gold, Real Estate, Commodities, Bitcoin or Art. Experts today recommend investing in a basket of assets which have low correlation between them.

Investors are aware that the easy days of investing is over. Gone are the days when one looked at Financial Ratios like P/E (Price to Earnings) or P/B (Price to Book) and picked stocks. Investing is no longer easy and it is not supposed to be easy. Portfolio Managers need good understanding of local and global factors to generate alpha in the portfolio. Today’s investors need to keep in mind the role of technology in shaping various industries. For instance, Shale gas exploration in the US has changed the contours of the Energy sector. Similarly, advent of modern retail has hurt fortunes of brick & mortar retailers. Portfolio Managers need to back Disruptors and avoid industries which are getting Disrupted. After all isn’t it all about what you own & what you don’t own? The role of ESG (Environmental, Social and Governance) has become very important in equity investing. Professional Fund Managers make use of ESG rating as key input into the stock selection process. Similarly, the role of factor investing cannot be undermined. Portfolio returns can be segregated into factors like Quality, Growth, Momentum, Value, Dividend etc. Money Manager’s correct choice of factors can help in generating superior returns.

Today’s money managers are aware that India isn’t decoupled from the rest of the world. Liquidity infusion by Central bankers in one part of the world impacts other nations. Similarly, rising or falling interest rates in Developed Markets has implications for emerging market economies. After all, rising or falling cost of capital affects stock valuations.

PRP plans to provide services to well informed HNIs and Corporate who appreciate the benefits of long-term wealth creation. Such investors don’t panic during market drawdowns and instead look for opportunities during crises. Institutional Investors like MFs & LICs cater to both small and large investors. Typically, small investors have a short-term investment horizon vis-à-vis long-term horizon of HNIs & Corporate. Therefore, “One size fits all” approach of institutional investors is not in the best interest for HNIs or Corporate. Patience is a big virtue in order to earn outsized returns. PMS are useful for HNIs & Corporate as decisions of fellow investors don’t hurt their returns. These investors are better informed about all parameters that influence capital markets and are less likely to get swayed by short-term noises in the market place. Unlike other institutional investors PMS can help HNIs & Corporate in providing customised solutions. For example, it is possible to build a portfolio of securities with an ESG rating of A & above for customers. It is hard to imagine other institutions offering such a service. Similarly, on a PMS platform, a HNI & Corporate customer can be offered a suite of securities that meet their specific investment objective.

Investors in PMS would know about fewer regulatory bottlenecks of engaging with PMS as compared to other institutional service providers. For example, if an investor wants exposure to the theme of PSU privatisation, no MF or LIC can offer such a product. This is because such institutions have limitations about the extent of sector or stock exposures. The other advantage of investing via PMS is low churning of portfolio. This indirectly contributes to higher returns on account of lower transaction cost.

PRP’s funds will have high conviction ideas backed by research. Fundamental analysis, both top down and bottoms up, shall be the cornerstone of the stock selection process. Money managers shall rely on both in-house research and inputs from Sell side analysts in analysing sectors and stocks. Inputs from strategists, both domestic & foreign, will aid in decision making. We shall attach great importance to emerging themes as it is well known that every bull market has new leaders driving it!

As a Fund House we are committed to transparency and greater interaction between investors and fund management team. Investors shall be provided with User ID & Password to be able to view Portfolio related reports as and when they wish to. This level of transparency cannot be offered by other institutional investors.

Our Team

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PRP group is a financial services conglomerate with focus on both fund based and non-fund based services. Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Market, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisory.

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© PRP Professional Edge Associates Pvt Ltd. All rights Reserved.
SEBI Registered Merchant Banker: INM000012786 | Investment Advisor: INA100014578
Head Office: 508, 5th Floor, Eros City Square, Rosewood City, Sector 49-50, Gurugram - 122018, Haryana, India
Email IDs: info@prpedge.com | enquiry@prpedge.com | investor_grievance@prpedge.com | CIN: U74999HR2013PTC049658
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ANUJ MITTAL

Finance Controller

A member of the Institute of Chartered Accountants of India. With more than 12 years of experience in the Industry and Profession, he has handled several projects and companies of national and international level. He has mastered the activities relating to corporate world such as corporate law matters, acquisitions and mergers, liaison with Government agencies etc., while in practice he has assisted international companies to set up their shops in India.

SANJEEV KUMAR GUPTA​

Managing Partner

Post Graduate in commerce having more than 16 years of experience with deep understanding of Distribution and Marketing of financial products with well known companies such as RR Financial Consultants Ltd, Almondz Global Securities Ltd, A.K.Capital Services Ltd, and Adroit Financial Services Pvt. Ltd. Having served in various Position and capacity, he has successfully set up the Retail Chain of business of financial products through Channel Sales and setting up of New Branches at various location of the country. He is also associated with well known Corporates, Promoter Groups and HNI’s by serving them both side of the Balance Sheet through Debt products and by advising the utilisation of their surplus funds in financial products such as Mutual Funds, Equity, IPO’s Bonds PMS and Structured deals.

GAURAV KUTE

Managing Partner

Gaurav had an extensive experience of more than 12 years in Debt Capital Market of West Region. He had worked with Capri Global Capital Ltd., where he was managing a post of Vice President and worked in Treasury of Religare Finvest and DCM department of A.K. Capital s Ltd.

PREETI JOSHI CHUGH​​

Managing Partner

Equipped with a Masters Degree in Business Economics, Ms. Preeti Joshi Chugh brings with her 13 years of rich experience of Asset Management, Corporate Wealth and Private Banking. She has worked with well known companies such as American Express Bank, SPA Capital, JM Financial Services Pvt Ltd, and BOI AXA Mutual Fund. As an investment professional and a corporate adviser, she has handled product baskets such as Mutual Funds, General Banking, Forex, Trade Finance, Insurance, Fixed Income and Capital Markets. Preeti also conducts trainings and learning sessions on investments, banking and financial planning to employees of large institutions and organizations.

VINEET SURI​

Partner – Investment Banking &
Corporate Finance

Vineet heads the Investment Banking and Corporate Finance business at PRP Professional Edge Associates. He started his career with Citibank in Mumbai and London, and has almost 30 years of Banking / Corporate Finance & Investment Banking experience, having worked with leading banks in Mumbai, London, Riyadh & Bahrain and a Mumbai-based merchant/investment banking advisory company. Vineet’s areas of focus have been Structured Finance, Capital Markets, M&A/Acquisition Financing, ECM, Restructuring, Financial/Project Advisory, Telecom Financing, Debt Syndications and Islamic Financing. Vineet has worked on and led numerous transactions for clients spread across India, Europe, Middle East and Africa. Vineet is a Chartered Accountant trained under Price Waterhouse, and a Bachelor of Commerce from Sydenham College of Commerce & Economics, Mumbai.

KADAMBARI DEODHAR​

Non – Executive Chairman

Kadambari Deodhar is located in Mumbai, is Director Development of LMI India, the Indian arm of LMI Inc USA, one of the largest professional development companies in the world. She is also the founder of Impression & Beyond, a Leadership and Image Consultancy. She holds a master’s degree in Monetary Economics from the University of Bombay. She has had a diversified career spanning over 30 years. Starting with ICICI Ltd in the Market Research Department working closely with the Project Appraisal team. When she joined JM Financial in 1985, she was introduced to the Indian Money and Debt Markets. In 1992 she set up the Corporate desk at Nucleus Securities and subsequently the NSE Desk at Ashok Leyland Investments in 1994 where she became the Head of Operations. In 1998, she moved to Mata Securities as a Director and started the corporate desk there and continued growing the business till 2011.

PRAKHAR PANDEY

Managing Partner & CEO

An MBA graduate along with multiple certifications in Financial Advisory & Insurance Broking (Singapore), he brings in international exposure of having worked with multinationals like Prudential, DBS, & Religare Macquarie. His area of expertise varies in Institutional Banking, Wealth Management and Financial Advisory. With an exclusive outlook towards Singapore’s financial industry and fresh young perspective, he provides a unique approach to PRP.

RASHMI PANDEY

Managing Partner & Director

A post graduate in Personnel Management and an experienced professional having a generalist HR background and management skills that have been honed through managing multi skilled teams. She is accomplished in executing entire gamut of tasks in recruitment encompassing screening, short listing, selection and appointment, of candidates over the years. She has joined PRP as a Managing Partner and is playing a vital role in setting up of HR department.

PUNEET PANDEY​

Managing Partner & CEO

An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 27 yrs. of vintage experience with global financial firms in fixed income, treasury management & corporate finance. Mr. Puneet Pandey has dealt in transactional volumes that have been large and difficult to get in. His focus is more on the institutional sector and has been a great aid to the industry. He has also helped in setting up different businesses in the financial sector proving his entrepreneurial skills. His continuous dedication towards work has made him a pioneer in the industry. Having worked with a lot of grit and integrity in firms like – Religare Finvest Ltd., JM Financial s Private Ltd, JM Morgan Stanley Fixed Income Securities Ltd, Mata Securities & Ashok Leyland Finance Ltd – Mr. Puneet Pandey brings in a lot of expertise and focus to PRP.