Portfolio Management Service (pms)

Our Endeavour​

Our primary aim is to optimize long-term wealth for our clients while minimizing risks. We achieve this through methodical, sustained, and disciplined investment decisions rooted in extensive research and analysis. Leveraging our collective effort, knowledge, experience, and unwavering diligence, we ensure rational and informed choices that align with our clients’ goals.

SEBI registered Portfolio Manager # INP000005323.

NB-Investment banking-bg

Investment Philosophy

Our investment strategy rests on four key pillars / Our investment strategy is built upon four fundamental pillars.
A long term investment horizon Tax- efficient investing & minimizing trading costs Buying quality assets when offered at a margin of safety Disciplined selling based on fundamentals and valuations

Our USP Fee Structure

We don’t want to be paid for activity, we want to be paid for being right / We aim to get paid for accuracy and results, not merely for activity.
No management fees Only Performance based fees High water mark principle is applicable on performance fees as per SEBI regulations Axis bank will provide fund accounting & custodian services to ensure complete transparency

Seeking Alpha Strategy

The 'Seeking Alpha' approach represents a targeted strategy with a preference for high-quality companies offered at favourable valuations.

Market leadership in products or services offered Ability to sustain market position Significant growth opportunities High returns on invested capital Management with integrity & history of efficient capital allocation Margin of safety on valuations

Investment Philosophy

Our investment strategy rests on four key pillars / Our investment strategy is built upon four fundamental pillars

  • A long term investment horizon
  • Tax- efficient investing & minimising trading costs
  • Buying quality assets when offered at a margin of safety
  • Disciplined selling based on fundamentals and valuations

Our USP Fee Structure

We don’t want to be paid for activity, we want to be paid for being right / We aim to get paid for accuracy and results, not merely for activity
  • No management fees
  • Only Performance based fees
  • High water mark principle is applicable on performance fees as per SEBI regulations
  • Axis bank will provide fund accounting & custodian services to ensure complete transparency

Seeking Alpha Strategy

The 'Seeking Alpha' approach represents a targeted strategy with a preference for high-quality companies offered at favourable valuations. We invest in businesses/enterprises that exhibit/demonstrate:
  • Market leadership in products or services offered
  • Ability to sustain market position
  • Significant growth opportunities
  • High returns on invested capital
  • Management with integrity & history of efficient capital allocation
  • Margin of safety on valuations

Contact Info

New Berry Capitals Pvt. Ltd

Corporate Headquarters: A-602, Level 6, Marathon NextGen Innova, Ganpatrao Kadam Marg, Veer Santaji Lane, Lower Parel (W), Mumbai-400 013.

Email: pms@newberry.in

Telephone: 022 – 48818442