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Privileged Account Service
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Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth.
Privileged Account Service is the Portfolio Management division of Birla Sun Life Asset Company Ltd 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. |
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| Making investment easy yet rewarding for High Net-worth Individuals like you. |
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Our Heritage
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Birla Sun Life Asset Management Company - The power behind Privileged Account Services
Privileged Account Service is a division of Birla Sun Life Asset Management Company, investment managers for Birla Sun Life Mutual Fund.
Established in 1994, Birla Sun Life Asset Management Company (BSLAMC) 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.
Birla Sun Life Mutual Fund has proved its expertise in both equity & debt fund management. Its equity schemes have consistently beaten their benchmarks and created wealth in the long-term for investors.
BSLAMC is the 5th largest asset management company in India with average assets under management of Rs 57,689 crore for the October to December 2010 quarter. An impressive mix of reach through 104 branches, wide range of product offerings across equity, debt, balanced as well as structured asset classes and strong investment performance has helped the Company garner over 2.3 Million investor scheme accounts. Known for its consistent investment performance, BSLAMC has received recognition from various institutes like Lipper, Outlook Money and The Asset Magazine - Hong Kong. For more information please visit www.birlasunlife.com |
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Our Business
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| This division of Birla Sun Life Asset Management Company is exclusively for select investors like you, offering you customised investment solutions built on |
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in-depth research |
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innovative products and services and |
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the highest levels of experience and expertise. |
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| 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. |
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Our Investment Philosophy:
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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. |
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Our People
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Mr. Hitesh Zaveri – Head PMS Investments
Hitesh has completed his MBA (Finance) from Mumbai University and further pursued the General Management Program from Harvard Business School. He brings with him a more than 18 years of experience in the financial services sector. Prior to joining us, he was working as Executive Director and Portfolio Manager with Enam Asset Management.
He is also a visiting faculty and speaker at IIT Mumbai and University of Mumbai's post graduation programs covering Capital Markets and an active contributor to the Wall Street Journal, Financial Times, Economic Times, Bloomberg and CNBC.
Mr. Bhavdeep Bhatt - Head Portfolio Management Services
Bhavdeep has over 16 years of experience. He joined BSLAMC in March 2008 as Head – Products and headed the product development function from 2008 to 2011.
Prior to joining BSLAMC, he worked with ICICI Prudential AMC Ltd as Head – New Product Development and Communications. He joined Kotak Mahindra MF as executive in 2001 as a head for South Gujarat region and moved on to become Vice President – Marketing (Products and Communication) in 2006. Prior to 2001, when he worked with Kiran Motors Ltd., he set up car finance cells at major branches and headed sales and marketing for South Gujarat.
In his career so far, he has handled various roles in terms of setting up branches to successfully heading regional sales to spearheading various innovations in products and services. He has developed several first of their kind products in India - Multi-Manager FOF; various structured products based on strategies like CPPI, OBPI, DPI, delta hedging; Insurance-linked MF product and Capital Guaranteed Gold products. On the service innovations front too, he has led initiatives like developing On-line Return Calculator, Simulated on-line 'AMFI Test' and SMS based services in the Funds industry. He also contributed in identifying emerging themes ahead of the market and launched products around them, like 'Global India theme' in 2003 and 'Lifestyle theme' in 2005.
He has completed his MBA in Finance from Bhavnagar University in 1996.
Mr. Rohit Murarka - Fund Manager - Debt and Products
He has overall experience of more than 3 years in Financial Markets.
Prior to this assignment he was the part of Investment Team for Mutual Fund division for Birla Sun Life Asset Management Company Limited. Earlier he was associated with CRISIL Ltd. and SNG Fashions Pvt. Ltd.
He has done his MBA (Finance), from Narsee Monjee Institute of Management Studies (NMIMS), Mumbai. |
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Customer Support
Always happy to help
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