T.Ram Financial Services PMS

T. Ram Financial Services Pvt. Ltd. is a premier portfolio management services firm catering to more than 300 clients across the globe. The firm manages ₹230 Cr under Discretionary Portfolio Management Services and ₹90 Cr as AUM under Mutual Fund Distribution services. The in-house Portfolio Management Services were launched in July 2018. The firm adopts a focused multi-cap approach with a bias towards large caps, emphasizing risk-weighted returns. A coffee-can approach with a blend of growth and value investing is practiced, focusing on companies with high standards of corporate governance and minority shareholder friendliness. The objective is steady compounding and superior returns without compromising portfolio quality.