Portfolio Management Services

Moneybee is a SEBI registered Portfolio Management Services Firm. We offer a non-pool based portfolio management services to our clients.

Portfolio Management Services - Dhiren Shah

Our Fund Manager, Mr. Shah has over 35 years of successful experience in stock picking!

He doesn't follow the investment crowd; instead search for overlooked opportunities that the crowd has passed by.

He believes that in the short term the stock market is a voting machine, with a stocks price reflecting the stocks popularity with investors on any given day. In the long term, however, the market is more of a weighing machine, aligning a stock's price with its intrinsic value or the true worth of the underlying business.

He uses the services of the sister concern, Moneybee Investment Advisors Private Limited, for bottom-up fundamental research for the ideas generated by him and his team. He believes in the use of proven methods with charted analysis to invest based on facts rather than emotion.

With non-pool methodology, same day contract emails, monthly portfolio statements, yearly detailed Capital gains statements and expenses and income statements secures full transparency to the clients.

Join in the journey of exploring the potential in your portfolio with Dhiren Shah.

Fund Manager

The objective under this service is just to execute orders as per the mandate received from the client. The client decide their own investment.

The portfolio manager’s role is to provide research, investment ideas, to make client aware about the risk factor involve in the stocks suggested by him and to send periodical statement in respect of client’s portfolio.

To know more about our Non Discretionary Services, please contact Akshay Vora.

A “Honeycomb” is a mass hexagonal wax cell built by bees in their nest to contain their larvae and the stores of honey and pollen.

Moneycomb is our schemes for the investors who are looking for long term capital appreciation via investment in companies seeming to be “under-valued” and high growth potential. The objective of the Plan is to generate high return by taking exposure with small and less traded stocks. It also has the ability to invest in initial public offerings. This scheme plans to maintain a limit of single stock exposure to 15% and sector exposure to 30%.

This Scheme is benchmarked to SMLCAP.

To know more about Moneycomb please get in touch with Akshay Vora.

“Queen bee" is an adult, mated female bee that lives in a honey bee colony; she is usually the mother of most, if not all, of the bees in the beehive.

Similarly, our Portfolio Scheme, Queenbee is the mother of all Portfolio Schemes. It plans to generate capital appreciation in the medium to long term perspective by creating a well-diversified portfolio of small, medium and large capitalization companies. It also has the ability to invest in initial public offerings. This scheme plans to maintain a limit of single stock exposure to 15% and sector exposure to 30%.

This Scheme is benchmarked to BSE500.

To know more about Queenbee please get in touch with Akshay Vora.

No need to issue cheques 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 (ASBA – Application Supported by Blocking Amount). No worries for a refund as the money remains in investor's account
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