Diversified Managed Account

Diversified Managed Account (DMA®) is a completely flexible way of managing your
wealth with Right Horizons Portfolio Services.

DMA® provides the investor the same control that is ordinarily maintained when he/she chooses traditional ways of managing his/her wealth. At the same time, flexibility to truly make and execute decision on the fly; view, manage and interact with a phone call or an e-mail makes it truly versatile.

Let us see the major benefits of maintaining this account and pre-requisites of opening such an account.

How Is This Better Than
Individual Investment Account?

Versatile: Virtually every financial investment can be done through this account.

Safety: The highest standards of transparency maintained by engaging IL & FS Securities & Services Ltd. (ISSL) as our custodian.

Low cost: The most competitive pricing structure currently available to the Indian investor.

Paperless: 100% paperless account with a single view of all your investment & truly automated.

Customized: Just like your personal financial position is unique this account is unique and tailored as per your objectives, risk profile and goals.

FAQ

Any resident or non-resident Indian can open a DMA® with Right Horizons Portfolio Management.

SEBI has mandated registered portfolio managers to have a minimum funding amount for such accounts at INR 2.5million (INR 25 lacs). The same can be funded by a variety of ways. By cash, existing holdings of listed securities, unlisted securities and/or mutual funds and any combination of these mentioned instruments.

No, currently we offer clients with discretionary portfolios where the account is under a complete PoA mode to the Portfolio Manager. All instructions to fund/withdraw need to be routed through the portfolio manager. However, if you wish for non-discretionary / advisory services or an execution only account, please get in touch with our service advisor and we shall be happy to help you set one up.

Yes, virtually every financial investment can be done through this account. In addition, we have managed strategies on all asset classes that have been performing better than benchmarks and competition. However, this account has limitations with respect to holding Indian securities and pre-dominantly intangibles.

Rest assured, we have maintained the highest standards of transparency by engaging IL& FS Securities & Services Ltd. (ISSL) as our custodian. ISSL provides this account with custody, safe-keeping, record keeping and clearing & settlement of each and every trade or transaction. We provide you with periodic reports on holdings, account activity and transactions. This account is as safe as any investment account that you are operating currently.

We have the most competitive pricing structure currently available to the Indian investor. If you have been managing your investments with other portfolio managers, or doing investments on your own; rest assures our charges are lower than any player operating in the market. The typical charges that are incurred while having an ordinary individual investment account (like a d-Mat account) usually apply to this account. For instance, brokerage on transactions, d-mart annual maintenance charges, Custody charges, FMC (fund management charges) and applicable loads, if any would be levied in this account. Almost all charges mentioned above are industry practice and we believe that we are ultra competitive in maintaining the same.

No, the account is not transferable in title to any other individual. This client can transfer the underlying securities freely as he would be able to do through his/her regular d-Mat account. The individual should nominate to this account for added safety. In addition, just like other financial accounts, this account can be held in single, joint and/or in registered entities names.

There are two sets of documentation that need to be done by the client. First, to open a Right Horizons DMA® account the client needs to agree to the terms and conditions set forth in the agreement of the of Right Horizons Portfolio Management and also agree to open a d-mat account with ISSL. The client would therefore need to endorse an Account opening form of Right Horizons DMA® and account opening of the D-mat with ISSL. However, for ease of use, we have clubbed the two processes to become a single set of forms at the time of opening. Since there is an involvement of two set of people (Right Horizons back office) and an external agency (ISSL); we would request you all to give us 2 – 3 days notice prior to account opening meeting. This would help us smoothly close the process of account opening

Portfolios

Right Horizons Portfolios are tailored to meet specific requirements that our clients might have.
The portfolios are customized and are truly versatile to incorporate most objectives, risks management and
return expectations. The breadth and depth of the portfolios is on par with the best in the Indian Investment landscape.

Right Horizons PMS
India Business Leader Portfolio

The Nifty Plus Portfolio (a large cap portfolio) could foresee the following risks in the short to medium term.

Flexicap

The Flexicap Portfolio (a multi cap portfolio) could foresee the following risks in the short to medium term.

Alliance

The Alliance Portfolio (a hybrid portfolio) could foresee the following risks in the short to medium term.

Minerva India Underserved

Minerva India Underserved strategy attempts to screen companies that have, in our view, the largest real business upside (to come in line with G7 levels) within listed equities.

Our Process

Right Horizons Portfolio management has kept the investment process very simple yet thorough. We believe to invest on principles that have been stood the test of time yet have been innovative by remaining ahead of our times. "Invest in what you know" the mantra propounded by legendry investor and stock picker Peter Lynch lies as our guide post. Our four tier approach of – setting tough filters, primary research, Right Horizons Score matrix & Limited berth theory has stood the test of peak volatilities during the past many quarters

1

TIER

Setting limits on the
investible universe.
2

TIER

There is no substitute
to primary research
3

TIER

Run the proprietary
Right Horizons Score Matrix
4

TIER

Does it merit a berth;
Limited berth theory

Many Reasons Why
Our Clients Love Us

We love to hear from clients

Sanyasi Rao

Right Horizons stands by their tag line "Guiding you in achieving your goals". It helped me in bringing discipline in my investments, systematic approach in financial planning and help me understand the market dynamics. I feel my investment is in safe hands.

Alagammai

"I am happy being a customer of Right Horizons because without Right Horizons I don't think we would have thought of regular investment (wealth creation) - max we would have put in FDs if there are any lump sum amount. Also we have full trust in Anil and Rachna and are sure what ever they recommend/suggest is for our good at any point of time. Anil and Rachna's decision always has the customer in their mind and taken tough decisions to benefit the customer at their own cost which no other company will do. Hats off to both of them."

Sivakumar S

"I am associated with Anil Rego and Right Horizons since 2004. In the 14 yr association, i have received excellent advise on investments and portfolio management from the very committed team at Right Horizons. "

"The association has taught me how to be disciplined in investment, appreciate risks of various instruments and distribute the risks. The maxim "save first and then spend" is ingrained in me now. . Along the way i got educated on the various avenues and asset classes available for us. Without this association i would not have known how to build a corpus for long term needs and leverage market instruments for higher returns and so on. I do sincerely wish that more people become aware of the financial discipline needed, the benefits of starting early and staying invested long i market and manage their earnings better through association with Right Horizons. "

Portfolio Management

Diversified Managed Account

How Is This Better Than
Individual Investment Account?

FAQ

Portfolios