Portfolio Management

Performing since 2003 with a time-tested approach to the markets

Paterson’s Portfolio Management is a comprehensive service offered to clients seeking a professional approach to managing their investments involving one or more asset classes consisting of stocks, mutual funds, exchange-traded funds & bonds based on personal investment goals, risk tolerance and investment horizon of the client. We offer both discretionary and non-discretionary services.

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- N. Venkataramani
Managing Director, India Pistons Limited
“Paterson & Co Pvt Ltd. has been providing outstanding service to the investing public in Madras and other parts of the country and is renowned for its efficient and upright dealings. [T]he philosophy of quality of service and customer satisfaction… has been responsible for earning for the company the status and reputation it now enjoys amidst the public.”
Privileges only for you guys

Benefits of opening a PMS account with us

Accurate Client Profiling

Invest in a Wide Range of Vehicles

Investments only in Quality Assets

Timely Review of New Opportunities

Customized Meets and Reviews

Comprehensive Reports

Time Tested
Strategy

Zero Speculative Positions

Frequently Asked Questions

We believe in simplicity in our approach and transparency in our dealings.

Give me an overview of your client profiling procedure?

Client profiling is done based on client's financial goals, keeping their Risk Tolerance, Investment Horizon, Return Expectation, Objectives and Liquidity Requirements.

What is your approach towards Portfolio Management?

- We prefer to have a concentrated portfolio of quality companies that we have arrived at through screeners and understand the business than spread too thin across several investments

- While managing the portfolio we never try to time the market and give into fears, pessimism, and crowd mentality – We are patient and disciplined in our approach.

- If we spot an opportunity, we do churn a part of the portfolio to take advantage of short to medium term opportunities

- We don’t let the noise corrupt our thinking. We adopt a cautious stance and we are always alert to any signs of trouble. This allows us to focus on each investment impartially and without emotion.

- If we are unable to find any investment ideas, we prefer to deploy in liquid funds and sit idle rather than risk a permanent loss of capital.

- We prefer good decades rather than a few good years.

Attention Investors:
Prevent unauthorized transactions in your DEMAT/Trading account --> Update your mobile numbers/email IDs with your Depository Participant/Stock Brokers. Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL on your registered mobile no. /email id at the end of the day. KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.ASBA : "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.……………………… Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal.

CDSL, as a Depository has made the Investor Charter available on URL: https://www.cdslindia.com/Investors/InvestorCharter.html

Margin

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Recieve information directly from the exchange on your mobilie/email at the end of the day.Issued in the intrest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in