Portfolio Management Services (PMS)

Personalised Investment Portfolio

Portfolio management is the art and science of strategically constructing and overseeing a collection of financial assets (listed securities) to achieve specific financial goals. Whether for individuals, institutions, or funds, a well-managed investment portfolio is instrumental in optimizing returns, managing risk, and aligning with the investor's unique financial objectives.

Why Us

We are a "Principle-based" organization. Our actions will always be in your interest.

Impetus Value Portfolio

Minimum Investment:

  • Resident Indian Accounts : Rupees Fifty Lakhs
  • Non-Resident Accounts : Rupees One Crore
  • Corporate Accounts : Rupees Two Crores

For  details about Fee Structure, Please call us on +91 805 805 0148 

You dont become a serious investor by merely downloading an app

“A stock is not just a ticker symbol or an electronic blip; it is an ownership interest in an actual business, with an underlying value that does not depend on its share price.”

― Benjamin Graham, The Intelligent Investor

Understand the Pendulum

 “The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The intelligent investor is a realist who sells to optimists and buys from pessimists.”

― Benjamin Graham, The Intelligent Investor

The Intelligent Investor

Are you an Intelligent Investor?

Back in the first edition of "The Intelligent Investor", Benjamin Graham defined the term - and he makes it clear that this kind of intelligence has nothing to do with IQ or SAT scores. It simply means being patient, disciplined, and eager to learn: you must also be able to harness your emotions and think for yourself. 

At Impetus Arthasutra, we are disciplined investment managers with a lot of convictions about the investment ideas we identify.

Once identified through a thorough research process and proper due diligence, we patiently stay with the investments for the value to get unlocked eventually.

Learning is part of our day-to-day life. As Mahatma Gandhiji said "Live as if you were to die tomorrow and Learn as if you were to live forever"

Investment Approach

We follow "Value Investing" strategy in our Portfolio Management Scheme "Impetus Value Portfolio".

What is Value Investing? It is not as complex as what people think. It is similar to how a smart housewife would purchase vegetables and groceries from vendors. She would carefully scan through the available items and select the ones that are healthy, clean and offer value for the money she is paying.

In one of his articles, Investment Guru and father of "Value Investing", Mr. Benjimin Graham urged the readers " to buy their stocks as they buy groceries, not as they bought their perfume".