Globe PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Without the backing of either a strong financial services group or a strong fund manager, we do not recommend Globe Capital PMS for investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (589cr) | Promoter Category ()

PMS Background

Globe Capital PMS is the PMS arm of the Globe Capital Group (a mid-sized diversified financial services group).

PMS Investment Philosophy

Globe Capital PMS does not have a clearly articulated investment philosophy at the PMS level, with strategy being driven at a scheme level instead.

Inv Team

Investment Team

Ajay Khandelwal | 4-star rated FM

Head – PMS

Ajay Khandelwal has 25 years of experience in the Indian Capital Markets. He enjoys a record of picking multi-baggers without making a compromise on the quality of management while choosing an investment.

Parashuram Prasad

Assistant Fund Manager | 20 yrs Experience | 17 yrs at current firm

Past Experience: Research Analyst-Globe

Parashuram Prasad has over 15 years of experience in fundamental equity research and fund management in Indian capital market, with over 13 years with Globe PMS. He holds an MBA (Finance) and a Bachelor’s degree in Chemistry. He prefers a ‘bottom up strategy’ while picking stocks. He has a strong Quantitative aptitude and has enhanced the team’s strategic and tactical Asset Allocation decision making process. He has a keen eye for picking stocks that have strong financials & earnings growth. He focuses on companies having businesses with robust competitive advantages in both terms quantitative & qualitative. He does not believe in theory of timing the market rather his philosophy is to invest in the right stock rather than wait for the right time.

Ankit Agarwal

Director & Head PMS | 15 yrs Experience | 11 yrs at current firm

Past Experience: Article Assistant(PWC)

Mr. Ankit Agarwal is the Director at Globe Group of Companies. He is a Chartered Accountant and a Chartered Financial Analyst by qualification. He is in-charge of the overall Fund Management Division at Globe Capital including PMS, Investment Research and Institutional Investment Advisory. He has a great understanding and in-depth knowledge of Indian Capital Markets, Macro and Micro economic factors driving the economy.He heads the Wealth Management and PMS division at Globe guiding the team with the investment decision making process and the overall fund management activities. He has a special acumen for value investing and identifying multi-bagger companies with good quality management. He also has expertise in special situation arbitrage and use of derivatives to make use of various opportunities in the market.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Returns as of 28-Feb-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.