QUANTUM ADVISORS PVT.LTD. September 2003 About Us Portfolio management and investment advisory services is what we do First organization in India to provide equity research services (1990)
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Offered advisory services to :
open-ended fund. Prolific’s total exposure to the Indian market was over US$ 40 million (1996-1997)
Assisted global houses like Kleinwort Benson/Asian Capital Partners, Barings, and Jardine Fleming in their research on Indian equities
Ajit Dayal,the founder of Quantum Advisors,has over 18 years of experience in the Indian capital markets and is regarded as one of the pioneers of investment analysis and money management in India. He has a Bachelor of Arts degree in Economics (Bombay University) and an MBA from The University of North Carolina at Chapel Hill.
I. V. Subramaniam has 12 years of experience in the Indian capital markets and 8 years in investment analysis. He is a qualified lawyer, Company Secretary, and has a Diploma in Business Finance.
R. Shankar has over 9 years of experience in financial services and 8 years in investment analysis. In the past, he has worked with Templeton Emerging Markets Group and BNP. He is a qualified Chartered Accountant and holds a Diploma in Finance from Indian Institute of Management, Bangalore.
Each client’s portfolio is a separately managed account
This segregated structure enables us to customize the portfolio
to meet the client’s investment objectives
The structure of the portfolio can be broadly categorized as:
Clients get best of bottom-up ideas with risk control measurements on sector basis
< 40 stocks
Portfolio of stocks that trend towards sector weights are selected for 3 types of portfolios: Low Risk, Medium Risk, High Risk
Sector weights are also reviewed at same meeting
Regular meetings to review ideas and approves stocks for database 100 stocks
Analysts choose stocks in their sector
Universe of stocks > 200 stocks
Source: own database, mutualfundsindia.com and trend
Our past performance is no guarantee of future performance QAPL does not wish to convey any notion of guaranteed returns in the future. Investing in equity is a risky proposition as equity prices can increase or decrease in value. Investors wishing to ‘double their money’ in one year or having short term return objectives in mind should not seek the advice of QAPL as the investment style followed by QAPL typically considers a longer term horizon. This is not an offer to buy or sell any securities.
Documents required to register with QAPL:
In addition to the documents required from resident Indians:
*US$ 1= Rs 50
Mr I.V.Subramaniam or R.Shankar
Quantum Advisors Pvt. Ltd.
Mumbai- 400 021
Tel: ( 91-22) 22830322, 22876638
Fax:( 91-22) 2285 4318
Registered ,Securities and Exchange Board of India
(Portfolio Managers) Regulations, 1993
Regn No:PM/INP 187