About Us
UNIBULL CAPITAL is a trusted provider of Stock Portfolio Management Services (PMS), designed to meet the sophisticated investment needs of high-net-worth individuals (HNIs) and institutional clients. With a focus on maximizing returns while managing risk, we deliver customized portfolio strategies that align with our clients’ financial goals and market dynamics.
We offer 2 models as our USP:
Variable Model
We will manage your capital in your demat account to optimise your returns
Fixed Model
Get fixed returns on your investment regardless of the market conditions
Why Choose Us?
Who We Are
At UNIBULL CAPITAL, we combine decades of investment expertise with a commitment to personalized service. Whether you’re looking to grow your wealth, generate consistent income, or preserve capital for future generations, our Portfolio Management Services are tailored to help you achieve your financial goals.
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What is Stock Portfolio Management?
Stock Portfolio Management refers to the process of building and overseeing a collection of stocks to meet specific financial objectives. The goal is to maximize returns while managing risks through diversification, regular analysis, and strategic adjustments.
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) cater to high-net-worth individuals (HNIs) and institutional investors seeking customized investment solutions for wealth creation and preservation. These services involve professional management of securities and financial assets tailored to the client’s risk profile, investment horizon, and financial objectives.
Key Components of Stock Portfolio Management:
Investment Goals
• Define clear objectives (e.g., capital growth, dividend income, or wealth preservation).
• Align the portfolio with your risk tolerance and investment horizon.
Stock Selection
• Fundamental Analysis: Evaluate a company’s financial health using metrics like earnings, revenue, debt levels, and industry position.
• Technical Analysis: Study price trends, patterns, and trading volumes to identify entry and exit points.
Risk Management
• Monitor portfolio risk using metrics like beta (volatility) and standard deviation.
• Employ hedging strategies or stop-loss orders to limit potential losses.
Performance Monitoring
• Compare portfolio returns against benchmarks like the Nifty 50 or S&P 500.
• Regularly review and rebalance to adapt to market conditions and changing goals.
Diversification
• Spread investments across sectors, industries, and regions to reduce risk.
• Avoid over-concentration in a single stock or sector.
Active vs. Passive Management
• Active Management: Involves frequent buying and selling of stocks to exploit short-term opportunities.
• Passive Management: Focuses on long-term growth, often by tracking an index.
Benefits of Stock Portfolio Management
Risk Mitigation
Diversification reduces exposure to individual stock or sector volatility
Goal Alignment
Ensures investments align with financial goals and timelines.
Informed
Decision-Making
Regular analysis helps capitalize on market opportunities.
Wealth Optimization
Balances risk and return for long-term financial growth.
Personalized Investment Solutions
• Each portfolio is crafted to reflect the client’s unique risk profile, financial objectives, and investment horizon.
Robust Research and Insights
• We leverage advanced analytics and market research to identify high-potential investment opportunities and deliver data-driven strategies.
Active Portfolio Management
• Our expert portfolio managers dynamically adjust investments to capitalize on market opportunities and mitigate risks, ensuring consistent performance.
Diversified
Asset Classes
• Portfolios are optimized across equities, fixed-income securities, and alternative investments, promoting a balanced approach to growth and stability.
Transparent
Reporting
• Clients receive detailed portfolio performance reports, market updates, and regular reviews to ensure they are informed and in control of their investments.
Focus on Long-Term Wealth Creation
• Our PMS is geared toward sustainable wealth growth, capital preservation, and aligning with the client’s evolving financial aspirations.
Key Components of Portfolio Management:
Leadership
DIRECTORS
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CONTACT
Let’s Work Together
UNIBULL CAPITAL PVT LTD
411, WESTPORT, BANER, PUNE
Ph: 9822026540