Joindre PMS

About

Joindre PMS is brought to you by Joindre Capital Services Limited – a pioneer in retail broking since 1995. They are a SEBI registered Portfolio Manager and their registration number is INP000006138. They offer discretionary Portfolio Management Services to High net worth Individuals, Corporates, Institutions,Ultra HNIs and family offices.

They seek to understand your needs and investment objectives, and offer a portfolio solution that is best suited to meet these needs and stated objectives. The highly qualified investment team at Joindre PMS, have more than half a decade of investment experience among them and have successfully handled funds across various economic and investment cycles.

Key staff

V Jayaram, CIO and fund manager, is a Chartered Accountant with more than 25 years of experience in equity research and funds management. Prior to founding the PMS business at Joindre, he had been the Fund Manager managing the PMS funds for investors at Shreyas Stocks Pvt. Ltd. He was instrumental in generating winning ideas and market-beating returns for investors across different business and market environments which covered bull and bear markets, interest rates and inflation cycles, energy prices cycles, various political formations etc. His experience and in-depth understanding of markets and financials ensure that each investment decision will be in the utmost interest of the client portfolio.

M A Parameswar, Vice President, is a  management graduate with more than 22 years of experience in the equity and financial markets. Prior to joining Joindre, he was Head – PMS at LIC Mutual Fund Asset Management and the fund manager for more than 6 years, managing assets of more than Rs.1500 crores of debt and equity for Trusts, Govt. Institutions and HNIs

Investment philosophy

Value investing – They believe in creating steady long term returns through Value Investing, to be the most sensible way of wealth creation. This is a proven approach adopted by great investors over the years and they believe it to be the most sensible approach in achieving a balance between capital protection and capital appreciation.

They look at intrinsic value, long term growth potential and stability of earnings while stock selection and avoid selection based on current market fad.

Media

Perspective of the portfolio managers and strategies on covid 19, April 24, 2020, https://youtu.be/TYALYqvq42E 

In this video, we can see Mr. Jayaram, CIO and fund manager, talking about portfolio construction. So there are two important principles they consider while constructing a portfolio. First is, they want the standard deviation of the overall portfolio at any point of time to be really low.  Second is, they look forward to generating 15% CAGR, in other words doubling the capital every 5 years.