A Report On Aditya Birla Capital Ltd

Company profile
 Established in 2000
 Joint venture: Aditya Birla Group (India) + Sun Life Financial Inc.(Canada)
 Ranks amongst the top5 private companies
 Extensive reach : 600 Branches, 1,7500 advisors, more than 2 million investors, in 1500
towns and cities in India, capital base of Rs 2000crs
 Adtiya Birla Capital Ltd is holding company of all financial services businesses of adtiya
Birla Group
 ABCL is a universal financial solution group catering to diverse needs of its customers
 Traded as BSE & NSE
 CEO – Ajay Srinivasan
 Values :
 Speed
 Passion
 Commitment
 Integrity

Vision:

To be a world class provider of financial security to individuals and corporate and to be amongst
the top three private sectors life insurance companies in India

Mission:

To be the first preference of our customers by providing innovative, need based life insurance
and retirement solutions to individuals as well as corporate these solutions will be made available
by well trained professionals through a multi channel distribution network and superior
technology.
History:
Company was originally incorporated on October 15, 2007 under the Companies Act, 1956 as Aditya
Birla Financial Services Private Limited’ with the Registrar of Companies, Mumbai, Maharashtra and had
received a certificate of registration from the Reserve Bank of India on May 19, 2009 to commence /
carry on the business of non-banking financial institution without accepting public deposits. The
Company was converted from a private limited company to a public limited company and thereafter the
name of the Company was changed from Aditya Birla Financial Services Private Limited to Aditya Birla
Financial Services Limited with effect from December 4, 2014. The name of our Company was further
changed to its present name Aditya Birla Capital Limited and a fresh certificate of incorporation was
issued by the RoC on Jun 21, 2017. The Company has been set up as a holding company for the financial
services business of Aditya Birla Nuvo Limited.

Services provided by Aditya Birla Capital:

 Protecting
 Life insurance
 Health insurance
 Motor insurance
 Corporate general insurance
 Travel insurance
 Investing
 Mutual fund
 Wealth management
 Stocks and Securities
 Private equity
 PMS
 Real estate investment
 PF
 Financing
 Home Financing
 Personal financing
 Corporate financing
 Debt capital market
 PMS OF ADITYA BIRLA

 Aditya Birla is also known as Aditya Birla sun Life PMS. The firm is well
known and top-class PMS house in India. It provides customized investment
solutions to investors
 Aditya Birla PMS was established in the year 1994 under the leadership of
Ajay Shrinivasan
 Registered office is in Mumbai and registered under SEBI
 The Aditya Birla includes- offshore funds, fund of fund schemes, debt and
treasury products, hybrid and monthly income funds. Portfolio management
service is a part of Aditya Birla Sun Life AMC limited.

Types of PMS:
Aditya Birla stock broking company is good at offering both discretionary and
non-discretionary PMS to its a huge base of Corporate Investors (CI) and High
Net-Worth Individuals (HNI).
 The Discretionary PMS offerings include Aditya Birla Management Core &
Satellite. It is a leading scheme, which normally aspires to provide privilege
from the secular earning growth and irrational special situations driven
opportunities as well.
 The Non-Discretionary scheme is designed to suit the Risk-Return profile of
individual investors. It is while investing in secular growth companies with
competitive advantages.

Aditya Birla PMS / Birla Sun Life PMS Fund Managers Details:

 The fund managers of Aditya Birla PMS holds AUM of around 22,200 Cr
and handles 350+ PMS clients. For any specific client, the stock-broking
company offers a minimum investment tenure of 3 years.
Aditya Birla PMS / Birla Sun Life PMS Strategies:

Aditya Birla PMS offers various types of strategies. The company works more on
Large Cap Strategy, Diversified Strategy and Small Mid-Cap Strategy.

list of some strategies used by Aditya Birla PMS are as follows-

Aditya Birla Core Equity Portfolio (earlier known as Value Portfolio)

The CEP (Core Equity Portfolio) strategy has focused on large alpha creation
through doing investment in businesses of high quality that assure consistent
returns and growth. The main priority is to make strong research in stock selection
and invest money in selected 25 to 30 stocks in order to create a healthy source too
long term returns.
Aditya Birla Customized Debt Portfolio
Customized Debt Portfolio is the best service for the clients who want to get
glit edge returns from liquid investment portfolio which consists of fixed income
securities. Interest rate movement, macroeconomic environment, yield curve
gradient, credit spreads and the rate trajectory are considered as the key factors for
decision making. The liquidity, as well as the portfolio quality both, are must for
creating an effective portfolio.
Aditya Birla Select Sector Portfolio ( earlier known as India Reforms
Portfolio)
Select sector portfolio strategy basically provides clients with a golden opportunity
to make an investment in a high-quality business or in the businesses consistently
generating a good rate of interest (ROI) while practicing on a specific value
investing ideology. This strategy assists in generating long term wealth by
providing safety with optimal returns to the investors.

Aditya Birla PMS -Returns/Performance:

3 Year 11%
5 Year 10%
7 Year 14%
10 Year 21%
11 Year Plus 27%
 Investment Plans:
 Bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh, Silver
investment plan ranges between Rs 50 lakh to 1 Cr., Gold investment plan
starts from Rs. 1 Cr to 5 Cr and the last platinum investment plan is
applicable for the clients who can invest more than Rs. 5 Cr.

Aditya Birla Portfolio Management Service Benefits:

 The Aditya Birla PMS company offers good top-up a facility to its clients.
 Aditya Birla PMS industry provides back support to all the existing clients
so that they can see the detailed report of their portfolio and all the
investments as well.
 The PMS industry is also good at offering SMS and Email update facility to
the client for all the transactions happening in the account of the beholder.
 Aditya Birla PMS industry also provides to its existing clients or investors
such as- it offers versatile investment slabs on the basis of clients
requirements.
 The company also possess massive experience in PMS.

Conclusion:

Aditya Birla PMS investment company is the top-notch company available across
the nation. They are committed with a wide range of schemes which has given
excellent results to their existing clients.
The versatile investment slabs and commission modules of Aditya Birla PMS,
provide convenience to their customers. Also, the support system and services are
well structured and useful as well.