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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America (US) and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term US Person under the US Securities Act of 1933, as amended) and persons of Canada.

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Investor Solution – Portfolio Management Service

Tailor made solutions to suit the need of high net worth individuals

Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth. Portfolio Management Service is the Portfolio Management division of Aditya Birla Sun Life AMC Limited that helps you manage your wealth. This is a personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals.

Making investment easy yet rewarding for High Net-worth Individuals like you.

Aditya Birla Sun Life AMC Limited – The power behind Portfolio Management Services

Portfolio Management Service is a division of Aditya Birla Sun Life AMC Limited.

Established in 1994, Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, leading international financial services organization from Canada.

This division of Aditya Birla Sun Life AMC Limited is exclusively for select investors like you, offering you customised investment solutions built on

After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices.

Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.

Our aim is to have investment excellence within the framework of transparent and rigorous risk control.

Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.

Vishal Gajwani – Portfolio Manager PMS Investment

With over 10 years of experience in equity research and portfolio management, Vishal has extensive experience of researching companies across sectors and market capitalizations. Prior to this assignment he was a part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was designated as an Assistant Fund Manager and was responsible for managing equity portfolios

He is a Gold Medalist Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellors Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA.

Natasha Lulla – Portfolio Manager PMS Investments

Over 9 years of experience in equity research and fund management. Prior to joining Birla Sun Life PMS, she was working with Goldman Sachs as an equity analyst covering India Materials sector. In her earlier stint at Goldman, she was doing Portfolio Strategy for ASEAN regions and also covered Singapore Real Estate.

She holds a Masters in Business Administration (Finance Major) from Management Development Institute, Gurgaon and was the Gold Medallist for each of the two years. She was also awarded a Gold Medal for achieving 1st rank in the Finance stream. She has done her graduation in Economics from Lady Shri Ram College, New Delhi and graduated amongst the top 1% in Delhi University.

Sunil has 26 years of experience in the Capital Markets. Prior to joining Birla Sun Life Portfolio Management Services in 2010, he was associated with M/s. Ford Rhodes Parks & Co., CA in 1989 as Audit Assistant, moved on to Canbank Financial Services in 1990 as executive and then to ITC Classic Finance Ltd. as Assistant Manager – Investment Banking in 1994. He joined Abu Dhabi Commercial Bank as a Team Leader to set up NRI Portfolio Management and Depository Services and served there for a period of 10 years. He has completed his PGDBA – Finance from Welingkar Institute of Management Development and Research. He has also completed a Comprehensive programme on Capital Markets conducted jointly by Mumbai University and JBIMS.

Damodaran has 3 years of experience in Equity markets. Prior to joining BSLAMC, he was working with Edelweiss Financial Services as an Equity analyst for 2 years. In his previous role he used to cover companies across different sectors within the Midcap and the Agri space. He is a Chartered Accountant(ICAI, India) of May,2013 batch.

Portfolio Management Service brings you a whole range of investment products, from which your portfolio manager puts together your optimal portfolio. We take into account your financial goals, time horizon, risk appetite and investment outlook. Broadly, the portfolios can be categorized as:

The Core Equity Portfolio (CEP) focuses on significant alpha creation through investment in high quality businesses with consistent growth and returns profile. The emphasis is on strong research orientation in stock selection and invest in select 25-30 stocks to generate healthy medium to long term returns.

Ideal for investors who wish to participate and benefit from the long term growth story of the Indian Economy.

Rs. 25 lacs per individual account (or such other amount as decided by the Portfolio Manager at its sole discretion in each individual case)

Our process to assess a companys future prospects is through determining its growth rate, profitability, return ratios, capital investment requirements, and future earnings potential due to intrinsic reasons. We study keenly the long term economic cycles and their effect on corporate earnings and demography-based spending patterns and view their outcomes as the core reason for intrinsic value generation.

Professionally managed by a dedicated manager to meet your risk-return profile – the sort of proactive management your money deserves in a volatile environment

This is an elite service for investors who would like to get optimal returns from a liquid portfolio consisting of fixed income securities.

Interest rate movement, credit spreads, rate trajectory, macroeconomic environment and the yield curve gradient are the key drivers for the decision making. Liquidity and quality of portfolio are the top most priority for creation of the portfolio.

A portfolio of fixed income securities completely customised to meet your unique needs and preferences

Rs. 25 cr. or such other amount as may be agreed mutually, subject however in excess of the amount to comply with applicable SEBI Regulations

Tenure could be anywhere between 3 months to 3 years, depending on investors investment horizon

Completely customised to meet the balance of returns and risk that you want. Overall, superior returns through prudent portfolio structuring

Professionally managed by a dedicated manager to meet your risk-return profile – the sort of proactive management your money deserves in a volatile environment

Select Sector Portfolio (Earlier known as India Reforms Portfolio)

Select Sector Portfolio (SSP) offers investors an opportunity to invest in high quality and consistent ROI generating businesses while practicing value investing philosophy. This approach allows us to provide investors safety along with compounding returns that will generate long term wealth.

Ideal for investors seeking a portfolio of Select ideas, backed by a high level of Investment Expertise and research

Rs. 25 lacs per individual account (or such other amount as decided by the Portfolio Manager at its sole discretion in each individual case)

The portfolio exhibits an investment approach of growth at reasonable price with focus on quality. We seek to identify attractively valued companies with strong or improving fundamentals in industries with favorable operating dynamics. We add value by identifying companies that are intrinsically value generating on account of their positioning and wait for opportunity to buy in at prices that meet our returns expectations and margin of safety requirements.

Professionally managed by a dedicated manager to meet your risk-return profile – the sort of proactive management your money deserves in a volatile environment

The huge intrinsic demand in the economy has helped the economy register growth despite of its peers struggling to keep growing. For NRI investors this translates into a great opportunity to invest. Indian companies have made their presence felt at the global stage and these companies are available at attractive valuation as compared to their global counterparts.

With our expertise in wealth management & excellent services, we create wealth and nurtureyour hard earned money

We believe not only in making the most of your money but also in giving you extra-ordinary personalized service.

The endeavor is to make the investment process as convenient as possible. Your Customer Relationship Manager is involved in evolving a portfolio that is best-suited for you.

You can also interact with your Portfolio Manager to discuss your portfolio and related issues. Both, the Customer Relationship Manager and Portfolio Manager are accessible to review your portfolio 24 x 7 and handle queries if any.

Through our password protected website, you can have anytime, anywhere access to your investments. We provide updated information like :

Portfolio disclosure statement where you can review your portfolio in detail

Financial summary comprising the Income Statement and Balance Sheet

Detailed client account statement that allows you to track your inflows and outflows

Transaction statement listing all the transactions made along with Comprehensive Performance tracking and Calculations of Capital Gains

Addendum to Disclosure Document – Dated June 29, 2017

Addendum to Disclosure Document – Dated July 14, 2017

Addendum to Disclosure Document – Dated October 13, 2017

Addendum to Disclosure Document – Dated October 17, 2017

Addendum to Disclosure Document – Dated November 15, 2017

Addendum to Disclosure Document – Dated February 26, 2018

Addendum – Cessation of Directors – November 18, 2017

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Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada.