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WHY HEM

Experience the difference with Hem Portfolio Management Services and take the first step towards achieving your financial goals.

Let us help you navigate the complexities of the market and build a brighter financial future together.

Strong Track Record

With a sharp focus on generating alpha, we endeavor to provide our clients with decent returns while managing risk through investments in multiple sectors.

Two Approaches

Through PMS, we offer an opportunity to invest across different market segments from Large-Mid-Small Market Caps (DREAM) and the niche high-risk-high-returns segment of SME & Micro Cap Space (IRSS).

Higher Allocation to Stronger Sectors

We do not believe in Index Hugging. Our focus is on stronger/sunshine sectors which can make higher returns for our investors. We use fundamental research to pick unique stocks with substantial upside.

Agile & Dynamic Management

We endeavor to evolve and take appropriate actions in investor’s interest with ever-changing market situations.

1cr invested in DREAM has become 3.40cr since inception against 2.55cr of benchmark.

Approach - 1
DREAM DYNAMIC RESEARCH & EMERGING ASSET MANAGEMENT (MULTI-CAP APPROACH)

With a robust and extensive stock selection process, DREAM offers a dynamic Multi-cap strategy that balances the resilience and stability of large caps with the faster growth and new opportunities of small & mid caps.

Note: Performance is calculated on SEBI notified time weighted rate of return method net of all fees and expenses across the fund, an individual client performance may differ from time to time. Past performance is not indicative of future performances. Performance results are shown since 4th March 2020 , inception date of the investment scheme. Performance related information provided herein is not verified by SEBI. All performance presented in percentage terms and are at fund level portfolio

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1cr invested in IRSS has become 2.8cr since inception against 1.60cr of benchmark

Approach - 2
IRSS INDIA RISING SME STARS (SMALL & MICRO CAP - SME FOCUSED APPROACH)

IRSS is SME focused PMS strategy, investing in promising SME and small cap stocks across diverse sectors that are poised for growth based on meticulous research, strategic selection, and rigorous analysis.

Note: Performance is calculated on SEBI notified time weighted rate of return method net of all fees and expenses across the fund, an individual client performance may differ from time to time. Past performance is not indicative of future performances. Performance results are shown since 17th Feb 2022 , inception date of the investment scheme. Performance related information provided herein is not verified by SEBI. All performance presented in percentage terms and are at fund level portfolio

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FAQ

50 lacs is the minimum investment as mandated by SEBI
Resident Individuals, HUF, partnerships, LLP's , companies and NRI can invest in PMS
We invest in long only equities and some money market instrument. No exposure in derivatives
A Fresh Demat account is opened under a custodian for the purpose of PMS
Dividends are credited to the client's registered bank account as and when received
All transactional reports are shared to the clients on Monthly basis, Namely - Transaction Statement Statement of Capital Gains, Portfolio appraisal, Performance appraisal etc..
Clients are provided a 24x7 portal access to check and download PMS reports
Client can reach for back office support on 0141-4051048 or 83069-95817, also can reach us on pmsoperations@hemsecurities.com
For any further enquiries, one can reach to : 0141-4052001 or 83066-60761. Also can reach us on marketing@hemsecurities.com

Hem Securities Limited is registered with SEBI as Portfolio Manager under SEBI (Portfolio Managers) Regulations, 1993. This Document is for information purpose only. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers. The performance related information is not verified by SEBI. This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and opinions given are fair and reasonable. Recipients of this information should rely on information/data arising out of their own investigations. Prospec- tive investors are advised to review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision.

None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representa- tives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future.

Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. The performance of the Portfolio may be adversely affected by changes in the market conditions, micro and macro factors and forces affecting capital markets. Risk factors associated with the investment approach are Equity risk, Systematic risk, Concentration risk, Model portfolio risk, Mismatch risk, Execution risk, Low liquidity and Low dividends. To know more about the risk factors, please refer disclosure document available at www.hemsecurities.com.

SPECIAL CONSIDERATION: Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully before investing. https://pms.hemsecurities.com/doc/Disclosure%20Document%20-%20HSL%20PMS.pdf

Our PMS services are available in direct mode, to know more, write to us at pms@hemsecurities.com

ATTENTION INVESTOR:
1. Please update your 6 KYC attributes viz. Name, Address, PAN (linked with Aadhaar), Valid Mobile Number, Valid Email ID and Income Range latest by June 30, 2022, failing which your Demat and/or Trading account/s, will be liable for being frozen for debits. 2. Investment in Securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit. 3. Prevent Unauthorized Transactions in your Demat and/or Trading account- Update your Mobile Number with your Depository Participant and Stock Brokers. Receive alerts on your Registered Mobile/ Email ID for all debit and other important transactions in your account directly from CDSL/Exchanges at the end of the day. 4. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 5. Kindly note that as per NSE circulars No. - NSE/INVG/36333 dated November 17, 2018, NSE/INVG/37765 dated May 15, 2018 and BSE circular No.- 20171117-18 dated November 17, 2018, 20180515-39 dated May 15, 2018, trading in securities in which unsolicited messages are being circulated is restricted. The list of such stocks are available on the website of NSE & BSE. Investors are advised not to blindly follow the unfounded rumours, Tips given in social networks, SMS, WhatsApp, Blogs etc. and invest only after conducting appropriate analysis of respective companies. 6. Investors have to pay minimum 20% upfront margin of the transaction value to trade in cash market segment. 7. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs)( issued vide circular reference -- for NSE - NSE/INSP/45191 dated July 31, 2020 & NSE/INSP/45534 dated August 31, 2020 and for BSE - issued vide notice no. 20200731-7 dated July 31, 2020 & 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard. 8. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. 9. Hem Finlease Private Limited is engaged in Client based and proprietary trading on various stock exchanges. 10. Charges for Depository Services has been revised with effect from 02.10.2024 and Revised/Updated Tariff Structure is available under the Downloads section 11. Please read the Risk Disclosure Document and Do's & Don'ts prescribed by the Exchanges carefully before investing. Available under Downloads section as well 12. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. 13. No need to issue cheque/s by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remain in investor's account. 14. Kindly refer to NSE Circulars NCL/CMPL/49348 dated August 20, 2021, NCL/CMPL/49640 dated September 17, 2021 and NCL/CMPL/49764 dated September 29, 2021 for details on Segregation and Monitoring of Collateral at Client Level. 15. Whenever you are buying of Rights entitlements (RE), please note that such buying of RE shall not automatically result in credit of the Rights Equity shares in the your demat account and the you will have to apply for the Right Equity Shares in order to receive the same.
ATTENTION INVESTOR:
1. Please update your 6 KYC attributes viz. Name, Address, PAN (linked with Aadhaar), Valid Mobile Number, Valid Email ID and Income Range latest by June 30, 2022, failing which your Demat and/or Trading account/s, will be liable for being frozen for debits. 2. Investment in Securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit. 3. Prevent Unauthorized Transactions in your Demat and/or Trading account- Update your Mobile Number with your Depository Participant and Stock Brokers. Receive alerts on your Registered Mobile/ Email ID for all debit and other important transactions in your account directly from CDSL/Exchanges at the end of the day. 4. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 5. Kindly note that as per NSE circulars No. - NSE/INVG/36333 dated November 17, 2018, NSE/INVG/37765 dated May 15, 2018 and BSE circular No.- 20171117-18 dated November 17, 2018, 20180515-39 dated May 15, 2018, trading in securities in which unsolicited messages are being circulated is restricted. The list of such stocks are available on the website of NSE & BSE. Investors are advised not to blindly follow the unfounded rumours, Tips given in social networks, SMS, WhatsApp, Blogs etc. and invest only after conducting appropriate analysis of respective companies. 6. Investors have to pay minimum 20% upfront margin of the transaction value to trade in cash market segment. 7. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs)( issued vide circular reference -- for NSE - NSE/INSP/45191 dated July 31, 2020 & NSE/INSP/45534 dated August 31, 2020 and for BSE - issued vide notice no. 20200731-7 dated July 31, 2020 & 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard. 8. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. 9. Hem Finlease Private Limited is engaged in Client based and proprietary trading on various stock exchanges. 10. Charges for Depository Services has been revised with effect from 02.10.2024 and Revised/Updated Tariff Structure is available under the Downloads section 11. Please read the Risk Disclosure Document and Do's & Don'ts prescribed by the Exchanges carefully before investing. Available under Downloads section as well 12. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. 13. No need to issue cheque/s by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remain in investor's account. 14. Kindly refer to NSE Circulars NCL/CMPL/49348 dated August 20, 2021, NCL/CMPL/49640 dated September 17, 2021 and NCL/CMPL/49764 dated September 29, 2021 for details on Segregation and Monitoring of Collateral at Client Level. 15. Whenever you are buying of Rights entitlements (RE), please note that such buying of RE shall not automatically result in credit of the Rights Equity shares in the your demat account and the you will have to apply for the Right Equity Shares in order to receive the same.