PMS – Jainam Broking Ltd
Start searching for stocks
Start searching for blogs
Start searching for circulars
Start searching for news
Start searching for articles
Become a Partner
Open Demat Account

Built on Trust. Backed by Experience.

A legacy of disciplined investing with a research-driven approach.

20+ Years of Market Presence (Jainam Group)

SEBI Registered Portfolio Manager

High-Conviction Portfolio

Future & Options

Long-Only, Multi-Cap Strategy

Benchmark: Nifty 50 TRI

Investment Philosophy

Alpha-oriented investing

We aim to generate returns above the benchmark through independent research, not index replication.

Early and contrarian positioning

We invest ahead of consensus and avoid momentum-driven decisions.

Long-term ownership mindset

We invest in businesses, not price movements, with a buy-and-hold philosophy.

Risk-reward discipline

Every investment must justify the risk taken. Price and margin of safety stay central to every decision.

Long-only, multi-cap approach

A carefully selected mix of large, mid, and small-cap companies with strong fundamentals and proven management.

Promoter Quality

Strong governance, integrity, and capital allocation discipline.

Opportunity for Growth

Scalable businesses with a long runway.

Wide Moat

Sustainable competitive advantages that protect margins over time.

Excellent Financials

Strong return on equity, healthy margins, and consistent cash flow.

Reasonable Valuation

A margin of safety before entry. We do not overpay for growth.

Focus on quality companies
Portfolio of up to 35 stocks
Flexible cash allocation
Capital efficiency and governance

Investment Objective

Achieved through a disciplined, research-driven equity portfolio.

Investment Strategy

Focused on fundamentally strong companies with experienced management and attractive valuations.

Investment Universe

Primarily listed equities, with flexibility to invest in mutual funds, ETFs and other SEBI-permitted instruments.

Portfolio Allocation

Equity & equity-linked instruments with flexible cash allocation based on market conditions

Investment Horizon

Recommended investment horizon of 3–5 years, benchmarked against Nifty 50 TRI.

Experienced Investment Leadership

Led by Mr. Ankit Tikmany, Fund Manager with 18+ years of market experience.

Strong Institutional Legacy

Backed by Jainam Broking with over two decades in Indian capital markets.

Risk-First Approach

Risk is assessed before returns are pursued.

Low Portfolio Churn

We focus on compounding over time, not frequent trading.

High-Conviction Portfolio

Each position contributes meaningfully to portfolio returns.

Momentum chasing

We don't buy into rallies because everyone else is.

Short-term trading

Positions are held for conviction, not quick exits.

Over-diversification

Every holding is sized to matter, not to hedge exposure.

Narrative-driven investing

Decisions are based on fundamentals, not market stories.

Weak governance companies

Promoter integrity is a non-negotiable filter.

Frequent dilution or promoter selling

We watch for capital discipline, not just growth.

Start your investment journey with Jainam PMS

Share a few details and our portfolio team will call you back to understand your goals and explain how Jainam PMS fits your needs — no commitment required.

    Reach our PMS team directly at pms@jainam.in

    modal_colse_btn
    thank-you

    Thank you! Your callback request has been received

    Our PMS team will contact you shortly.

    How It Works

    A clear and transparent onboarding process
    Step 1

    Start a Conversation

    We begin by understanding your investment objectives, risk profile, and suitability.

    Step 2

    Portfolio Alignment

    We explain the strategy in detail and set expectations clearly.

    Step 3

    Account Setup

    Your PMS account and demat account are set up with full documentation support.

    Step 4

    Portfolio Construction

    Capital is deployed based on the P.O.W.E.R framework and current market conditions.

    Step 5

    Ongoing Management

    Active monitoring, periodic communication, and disciplined rebalancing.

    Key Managerial Personnel

    Mr. Ankit Tikmany

    Principal Officer & Chief Investment Officer
    • Seasoned investment professional with an MBA in Financial Markets
    • 18+ years of experience across mutual funds & insurance
    • Strong foundation in risk management & capital growth
    • Combines fundamental research, technical analysis, inter-market signals, behavioral finance, and macro thinking
    • Managed ₹3,800+ crore fund at SBI General Insurance
    • Previously held fund management roles at leading mutual funds across market cycles
    • Known for disciplined, high-conviction investing and consistent alpha generation.

    Mr. Milan Parikh

    Managing Director & Chairman
    • Co-founded Jainam in 2003 and has been instrumental in shaping its growth and philosophy.
    • Brings 30+ years of deep expertise in the broking and capital markets industry.
    • Drives the organisation’s long-term vision, strategic direction, and institutional culture.
    • Holds a key industry role as Chairman of the Surat Chapter of Jain International Trade Organization (JITO).
    • Recently honoured with the “Conqueror of Capital Market” award at the GIFT Economic Forum by the Hon’ble Chief Minister of Gujarat.

    Frequently Asked Questions

    What is the investment horizon?

    Typically 3–5 years or longer for optimal outcomes.

    Will I have visibility into my portfolio?

    Yes. Investments are held directly in your demat account with full transparency.

    How is PMS different from mutual funds?

    PMS offers customization, direct ownership, and concentrated portfolios

    Can cash be held during volatile markets?

    Yes. Allocation is flexible based on market conditions.

    JBL-application-scanner
    qr-code