MULTI ASSET PMS
A no frills, Managed Solution: BUglerock Multi-Asset PMS
Acces to Low-Cost
Ideas
Why Pay and not get the best?
Best in-class portfolio solutions across the Direct Mutual Funds and ETFs universe
Seamless Trade
Execution
Why take the extra worry?
Complete trade execution and management based on pre-agreed guidelines and trade approval.
Diversification across Asset Classes
Whi said a PMS is only for stock?
Once a diversified multi-asset portfolio across public markets (Equity, Fixed Income & Commodities)
Buglerock MAP: Arms Length & Non-Commingled Custody of Client Assets
Client
Units/cash held directly by the client without any co-mingling
Portfolio Management Services a/c
Clearing House
Custodian Bank
Bank Account
Buy/Sell instructions through either a Discretionary / Non-discretionary mandate
Instruction to the Bank / Custodian / Clearing Member based on the mandate / Instruction
SEBI regulated Portfolio manager:
- Receives mandate / instruction from the client
- Executes based on the mandate / instruction
- Portfolio review & monitroing
- Periodic reporting the client
BugleRock-Map currently engages with HDFC & Kotak Custodian Bank and HDFC Clearing Facilities.
BugleRock Multi-Asset Portfolio BugleRock-MAP
The Investment Process: Simple & Effective
Client Risk Profile
Mandated Asset Allocation via an Investment Policy Statement
Market Outlook
Investment Universe of 1,300+ Funds & ETFs
| Equity Exposure | Active | Passive |
|---|---|---|
| Large Cap Funds | Y | Y |
| Mid Cap Funds | Y | Y |
| Small Cap Funds | Y | Y |
| Flexi & Multi-cap Funds | Y | N |
| Focused Funds | Y | N |
| Thematic FUnds | Y | Y |
| Sector Funds | Y | Y |
| International Funds | Y | Y |
| Commodities Funds | Y | Y |
| Smart Beta Fund | N | Y |
| Fixed Income Exposure | Active | Passive |
| Overnight & Money Market | Y | N |
| Liquid & Short-Duration Funds | Y | Y |
| Roll-down: PSU & G-Sec Funds | Y | Y |
| Roll-down: Corporate Funds | Y | N |
| Ultra-Short & Short-term Funds | Y | N |
| Medium-Term Funds | Y | N |
| Long-term Funds | Y | N |
| Corporate Bond Funds | Y | N |
| Arbitage Funds | Y | N |
| Credid Funds | Y | N |
BugleRock-MAP
Multi-Asset Portfolio
