We currently offer three strategies:
- AAAIOP PMS: AAA India Opportunity Plan (IOP) PMS plan is a portfolio of 40-60 companies that are market leaders with strong corporate governance and high growth potential with an investment horizon of 3-5 years.
- AAA FOCUS PMS: AAA FOCUS PMS plan is a portfolio of 30 companies that are market leaders with strong corporate governance and high growth potential with an investment horizon of 3-5 years.
- AAA Mid & Smallcap PMS: AAA Mid & Smallcap PMS plan is a portfolio of 30-50 companies that are emerging giants with strong corporate governance and high growth potential with an investment horizon of 3-5 years.
Topping up your account is very easy – it is the same process as funding your account the first time. Only there is no additional paperwork required.
Just transfer the funds (into the same account you transferred funds at account opening), and email us the cheque/proof of transfer along with the name of strategy at [email protected], and we shall confirm the receipt of funds by the end of the day.
We usually don’t need anything else, but we will contact you if we need more info to satisfy regulatory and compliance needs.
Resident Investors with Pooled Bank Account can remit funds into the following based on the bank for Fresh funding and Top ups for all strategies:
Non-Resident clients must drop an email to [email protected] for account details.
We will send you a monthly fact sheet, quarterly financials, and yearly audited financials.
For resident Indian individuals, it takes about 3-4 working days. For a non-resident, it may take 5-7 working days. Please note that the above timeline assumes AAA gets discrepancy-free, signed, and KRA compliant application pack.
Dividends are reinvested into your PMS account. You can track dividends from your PMS reports which we send you every quarterly and yearly.