Direct Asset Ownership. Institutional Equity Rigor.
Focused, high-conviction public equity portfolios managed through transparent structures with no hidden mutual fund wrappers.
High-Conviction Alpha Generation
Verlak's Portfolio Management Services (PMS) provide discerning investors with institutional-grade direct equity ownership. We reject overly diversified, index-hugging strategies. Instead, we deploy concentrated capital into corporate leaders that match our strict long-term quality criteria, ensuring high-conviction opportunities are fully reflected across your portfolio.
Core Service Deliverables
The Verlak Conviction Portfolio
A concentrated selection of 15 to 25 high-conviction Indian equities positioned to benefit from structural domestic growth themes.
The Verlak Quality Compounder
Built on our proprietary investment framework, targeting high-quality companies with low debt profiles and clear cash-flow generation capabilities.
Verlak Balanced Advantage Portfolio
Dynamically shifts between public equity and high-grade fixed income instruments to optimize returns across volatile market cycles.
Strategic Advantages
- Stocks are held directly in your individual demat account, providing complete transparency and eliminating co-mingling risks.
- Asset sales are managed to optimize individual capital gains tax treatments.
- Clear performance reporting that isolates true market alpha.
Our Investment Committee meets weekly to review asset performance metrics. Every position is subject to strict concentration caps, ensuring no single corporate entity introduces unmanaged risk to the overarching portfolio structure.
Service Specific Queries
What is the legal minimum ticket size for a SEBI-registered PMS?
The statutory minimum investment set by SEBI for any Portfolio Management Service is ₹50 Lakhs.
What is the primary difference between discretionary and non-discretionary PMS structures?
In a Discretionary PMS, the Verlak Portfolio Manager handles all execution decisions directly based on your agreed investment mandate. In a Non-Discretionary PMS, Verlak provides research-backed recommendations, but each transaction requires your explicit confirmation before execution.
Request a Private Valuation Review
Let our senior partners conduct an independent audit of your current portfolio asset weights and commission structures.