Maxiom PMS - SPARK
Faster growth from small-cap and quality companies
Achieve long-term capital appreciation by investing in a mix of small-cap companies that meet the Roots & Wings investment criteria. The portfolio has performed well beating benchmarks since launch in June 2021. Average market cap this portfolio is around 5000 crores making it not-so-small.
The Spark 351 strategy is a professionally managed Portfolio Management Service distributed by Maxiom Wealth. Portfolio Management Services (PMS) is a professional investment service offered by SEBI-registered managers for HNI investors.
SPARK PMS Services
Elevating Your Investment Journey with Professional Small-Cap Equity Portfolio Management
Study The 'Next' 650 Companies
We study the 'smaller' 650 of top 1000 businesses. These are already scaled companies with an average market cap of ₹4000 to ₹5000 crores ($500m). Many research houses do not cover them.
Portfolio Customisation
Every investor is unique. We are able to tailor portfolios that reflect investor constraints, risk appetite and financial aspirations. This is helpful for CEOs, CXOs or industry leaders with existing large sectoral exposures.
'Full Service' With Rebalancing
The dynamic nature of the stock market necessitates regular portfolio adjustments. We keep portfolios aligned (including transaction management) with the market developments and company performances as reflected in their quarterly results.
Risk Mitigation
With proactive strategies, we ensure client investments are resilient against market uncertainties. Stocks that do not meet the stringent quality criteria are placed on 'watch' or are exited. Our Fund Manager is available for allaying any concerns.
Study The 'Next' 650 Companies
Portfolio Customisation
'Full Service' With Rebalancing
Risk Mitigation
Study The 'Next' 650 Companies
We study the 'smaller' 650 of top 1000 businesses. These are already scaled companies with an average market cap of ₹4000 to ₹5000 crores ($500m). Many research houses do not cover them.
Portfolio Customisation
Every investor is unique. We are able to tailor portfolios that reflect investor constraints, risk appetite and financial aspirations. This is helpful for CEOs, CXOs or industry leaders with existing large sectoral exposures.
'Full Service' With Rebalancing
The dynamic nature of the stock market necessitates regular portfolio adjustments. We keep portfolios aligned (including transaction management) with the market developments and company performances as reflected in their quarterly results.
Risk Mitigation
With proactive strategies, we ensure client investments are resilient against market uncertainties. Stocks that do not meet the stringent quality criteria are placed on 'watch' or are exited. Our Fund Manager is available for allaying any concerns.
Bottomline: Benefits of Investing In Small-Cap Stocks with Spark PMS
Potential Upsurge
Small-cap stocks can offer significant growth. We help you tap into this potential.
Robust Strategy
Our strategic approach to small-cap equities maximises returns and minimises risks.
Client-Centric
Our focus on wealth creation aligns with your success, avoiding harmful products.
Data-Driven Decisions
Leveraging our proprietary platform, we rate stocks and mutual funds without bias.
SPARK PMS Investor Fit Assessment
Determine if our small-cap investment approach aligns with your financial goals
₹50 Lakhs
Investment Size
3-5 Years
Time Horizon
Growth-Focused
Risk Profile
This assessment provides general guidance. For a personalized evaluation of whether SPARK PMS is right for you, please schedule a consultation with our wealth specialists.
Common Questions About SPARK PMS
Get answers to frequently asked questions about our SPARK PMS offerings. For more detailed discussions, our investment experts are ready to help.
Speak With An ExpertSPARK is our investment strategy that focuses on discovering and investing in promising small companies that show strong potential for growth. Think of it as investing in tomorrow's market leaders while they're still in their growth phase.
The minimum investment is Rs. 50 lakhs, and the investment horizon is best suited for 3-5 years or longer. This longer horizon allows for the growth potential of small companies to materialize.
We look for companies that have strong financial health with low debt, consistent track record of returns, trustworthy management, and clear growth opportunities ahead.
Small company stocks can be more volatile and might be harder to buy or sell quickly. Investment values can fluctuate significantly, making this strategy best suited for those comfortable with market ups and downs.
We employ regular monitoring of companies, take quick action if we spot any risks, ensure diversification across different types of businesses, and maintain a strong focus on companies with solid fundamentals.
