Investment
Philosophy
What the manager believes creates long term value.
Portfolio Management Services
A Portfolio Should
Reflect Your Mandate.
Not the Market’s Noise.
VIVS helps NRIs evaluate and compare professionally managed Indian equity strategies through the lens of investment philosophy, portfolio construction, risk and suitability.
Why PMS Requires a Closer Look
Two Strategies Can Own Similar Companies. Yet Behave Very Differently.
Investment
Portfolio
Construction
How ideas become weights, concentration and exposure.
Risk Discipline
How downside, liquidity and position risk are approached.
Investor Fit
Whether the strategy suits your horizon and tolerance.
What You Are Actually Selecting
Not Just a Portfolio.
A Repeatable Decision Process.
VIVS Evaluation Role
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Understand your mandate
Your objectives, constraints, time horizon and liquidity needs.
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Compare relevant strategies
Evaluate different approaches aligned with your mandate.
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Examine manager process
and disclosuresStudy investment process, portfolio construction and key documents.
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Surface risks and trade offs
Highlight material risks, style characteristics and areas of uncertainty.
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Support an informed selection
Bring together insights so you can make a well considered decision.
Portfolio management is provided by the selected registered PMS provider. VIVS does not present itself here as the portfolio manager.
Explore By Investment Approach
Different Routes Through the Indian Equity Market.
Quality and Compounders
Established businesses with sustainable competitive advantages and long term growth potential.
Growth Oriented Strategies
Businesses with strong growth potential, often benefiting from structural trends and expanding addressable markets.
Value and Special Situations
Under researched, out of favour or situation led opportunities where fundamentals may improve over time.
Focused or Thematic Portfolios
Concentrated exposure to specific sectors, themes or long term structural opportunities.
The VIVS PMS Evaluation Lens
We Compare How the
Portfolio Is Built,
Not Only What It Returned.
Performance is an outcome. The investment process, concentration, liquidity and downside behaviour help explain how that outcome was reached.
Manager and Team
Experience, stability and alignment with the investment approach.
Investment Philosophy
How ideas are sourced, evaluated and translated into a portfolio.
Portfolio Construction
Number of holdings, position sizing and sources of concentration.
Risk and Liquidity
How downside, liquidity and position risk are managed.
Performance Context
How the strategy has behaved across different market conditions.
Operations and Reporting
Quality of processes, disclosures and investor reporting.
Compare Like With Like
A Fair Comparison Begins With the Same Questions.
| Evaluation Area | Strategy A | Strategy B | Strategy C |
|---|---|---|---|
| Style and universe | Large and mid cap | Multi cap | Focused mid and small cap |
| Typical concentration | Moderate | Moderate to high | High |
| Market cap exposure | |||
| Cash approach | Tactical | Strategic | Minimal |
| Turnover pattern | Moderate | Moderate to high | Higher |
| Risk posture | Moderate | Balanced | Higher |
| Liquidity profile | Generally liquid | Generally liquid | Less liquid |
| Reporting approach | Periodic and detailed | Periodic with key disclosures | Periodic, focused disclosures |
What Could the Journey Feel Like?
Understand the Behaviour Before You Commit to the Horizon.
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Concentration
Fewer holdings can increase conviction and company specific risk.
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Volatility
Market movements may feel different across investment styles.
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Liquidity
Underlying holdings and withdrawal terms both matter.
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Drawdown Recovery
The route back can matter as much as the fall.
From Mandate to Selection
A Strategy Enters the Conversation
Only When It Fits the Investor.
01
Define Your
Mandate
Objectives, horizon, liquidity and risk tolerance.
02
Build the
Relevant Universe
Strategies aligned with the stated need.
03
Review
the Managers
Process, people, portfolio and disclosures.
04
Compare
Trade Offs
Concentration, liquidity, style and behaviour.
05
Complete Provider
Onboarding
Documents and provider led formalities.
06
Review
Periodically
Monitor alignment, changes and material developments.
After Selection
Monitoring Should Ask Whether
the Original Thesis Still Holds.
| Mandate Alignment | Within Mandate | Consistent with stated objectives, horizon and risk tolerance. | |
| Portfolio Concentration | Review | Concentration levels and position sizing. | |
| Style Consistency | Within Range | Style and investment approach remain consistent. | |
| Manager or Team Changes | Review | Any changes to key personnel or investment team. | |
| Material Portfolio Changes | Review | Significant changes in holdings, sectors or strategy. | |
| Liquidity and Cash | Within Range | Liquidity profile and cash levels as per stated approach. | |
| Reporting Quality | Updated | Timeliness, depth and clarity of disclosures. | |
| Questions for Review | Ongoing | Areas to discuss with the manager or provider. |
a reason to stop asking questions.
Who This May Suit
Designed for Investors Who Want More Than a Product List.
May Be Relevant If:
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You want professionally managed Indian equity exposure
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You can remain invested through market cycles
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You understand concentration and market risk
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You value manager evaluation and periodic review
May Not Be Relevant If:
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You need guaranteed or fixed returns
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You require immediate liquidity at all times
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You are uncomfortable with equity market volatility
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You want decisions based only on recent performance
Eligibility, minimum investment and withdrawal conditions are determined by the selected provider and applicable requirements.
Your Starting Point
Tell Us What You Would Consider.
We’ll Show You What
Merits Attention.
Receive the current verified opportunity list and select the areas relevant to you.
Your information is used only to respond to this request. No public sharing.
Questions Before You Select a PMS
What is a Portfolio Management Service?
A Portfolio Management Service is a professionally managed investment arrangement where a registered portfolio manager manages investments according to an agreed strategy and mandate. The structure, minimum investment, fees, risk profile and liquidity terms depend on the selected PMS provider and strategy.
Does VIVS manage the portfolio directly?
No. Under this service model, portfolio management and execution are provided by the selected PMS provider. VIVS supports mandate definition, independent evaluation, comparison and decision support.
How does VIVS compare PMS strategies?
VIVS reviews strategies using factors such as investment philosophy, portfolio construction, concentration, risk discipline, liquidity, manager and team quality, performance context, reporting standards and suitability for the investor’s mandate.
Can an NRI invest in a PMS from overseas?
NRI participation may be possible, subject to the selected provider’s eligibility requirements, account structure, documentation, banking arrangements and applicable regulatory and tax requirements. These should be confirmed before proceeding.
What risks should I consider?
Relevant considerations may include market risk, portfolio concentration, liquidity, investment style, manager or team changes, currency exposure for overseas investors and the possibility that portfolio values may decline during adverse market conditions.
Are returns guaranteed?
No. Equity portfolios are exposed to market, concentration, liquidity and manager risk. Past performance does not guarantee future outcomes, and actual results can vary depending on market conditions and the selected strategy.