Sail ahead

to your success
With Globe Portfolio Management Services

Our Products

As a SEBI registered PMS, Globe offers Discretionary as well as Non-Discretionary portfolio management services
Globe Value

Globe value portfolio aims at investing in stocks that have good value & future growth prospects, can benefit from earnings growth, re-rating of business or sector and changes in macro & micro fundamentals.

It is a multicap strategy with active management and use of various derivatives like future & options on the underlying / index with a view to optimize the yield of the portfolio. The strategy also identifies various special situations in the market and tries to profit from them using a strategy which is market neutral.

Globe Arbitrage

Globe Special Situations aims at generating returns by exploiting market inefficiencies and other low risk opportunities by using various strategies such as Cash Future Arbitrage, Box Trading, Conversion-Reversal, Covered Calls/Puts, Pair Trading and tries to benefit from event arbitrage involving merger & acquisitions, Open Offers, takeover, de-listing, Offer for Sale (OFS), FPO and other special situations.

Globe Pms Benefits
  • Portfolio comprises of select ideas which are backed by high level of investment expertise and research.
  • Ability to take focused bets both in stocks and sectors
  • Personalization and customization: Tailor made solutions for different client profiles having different risk appetite.
  • Transparency through regular communication and information regarding market and portfolio.
  • Low cost compared to peers

Fund Management Process

Investor’s Profile
  • Portfolio Structuring based on investor’s profile.
  • Defining Objectives
  • Understanding of Risk appetite
  • Understanding of
  • Return expectation
  • Investment horizon
  • Liquidity requirements
Investment Process
  • Idea generation
  • Idea evaluation and back testing
  • Idea presentation to Investment Committee
  • Idea execution
  • Monitoring and risk management
  • Exit strategy
Reporting
  • Monthly reports with Portfolio Statements and Valuations
  • Regular interaction with customers with respect to account performance
  • Annual tax reports
  • Meetings with fund managers to understand future outlook

Our Fund Management Team

Mr Ankit Agarwal
(Director & Head- Globe Wealth & Portfolio Management Services)
Mr. Ankit Agarwal is the Director at Globe Group of Companies.
He is a Chartered Accountant and a Chartered Financial Analyst by qualification. He is in-charge of the overall Fund Management Division at Globe Capital including PMS, Investment Research and Institutional Investment Advisory. He has a great understanding and in-depth knowledge of Indian Capital Markets, Macro and Micro economic factors driving the economy.
He heads the Wealth Management and PMS division at Globe guiding the team with the investment decision making process and the overall fund management activities. He has a special acumen for value investing and identifying multi-bagger companies with good quality management. He also has expertise in special situation arbitrage and use of derivatives to make use of various opportunities in the market.
Mr. Ajay Khandelwal
(Fund Manager, PMS)
Mr. Khandelwal has been the Fund Manager, of Globe PMS since 7th September, 2013. He holds a Masters in Business Administration from Panjab University and Bachelor’s degree in Physics. Mr. Khandelwal has more than 20 years of experience in the Financial Sector. He is an avid stock picker. He adopts a ‘bottom up strategy' while picking stocks. He has strong Quantitative aptitude and has enhanced the team’s strategic and tactical Asset Allocation decision making process. He is one fund manager who does not really mind correcting his mistakes. He adapts well to changing market trends.
Mr. Anuj Jain
(Head - Special Situation, PMS)
Mr. Jain has over all experience of 10 years in fund management in different institutions. He has done B.Com(H) from Hansraj College, Delhi University and MBA in finance from Amity Business School. He is an Ardent reader and a Follower of Investment Gurus like Charlie Munger, Warren Buffett & Howard Marks. His expertise is into Fund Management techniques for short term and long term horizon. He has worked with Escorts Mutual Fund as Fund Manager ( Fixed Income and Special Situations ) in previous assignments.
Mr. Ankit Surana
(Head - Business Development, PMS)
Mr. Surana has over a decade of Investment Banking experience, and has worked in our offices located in London, Dubai and Delhi. He has experience of representing both Buy and Sell side of transactions. In his prior roles, he had been responsible for research, business development, risk, compliance and treasury operations. Currently, he is heading business development at Globe PMS. He holds MBA and DBA degrees from Cardiff Business School, UK and a B.com (Hons) from Delhi University.
Mr. Parashuram Prasad
(Assistant Fund Manager, PMS)
Parashuram Prasad is the Assistant Fund Manager at Globe PMS. He has 13 years of experience in Indian capital markets as a buy side analyst of which 11 years is with Globe PMS. His contribution to the committee that makes portfolio investment decisions is of highest qualityParashuram has a keen eye for picking stocks that have strong financials & earnings growth. He focuses on companies having businesses with robust competitive advantages.
Mr. Mitin Mohan
(Senior Research Analyst, PMS)
Mitin Mohan is Senior Research Analyst with Globe having 11 years of experience in Indian Capital markets of which 7 yrs is with Globe PMS. He is a PGDBM (Finance) and is a CFA level III candidateMitin is an expert in using databases of company fundamentals to filter out candidates worthy of investment. He hunts for businesses that are available at fair valuations, where future earnings growth has not been fully priced in.

Our Research Team

Mr. Gaurav Sharma
( Assistant Vice President & Head)
Mr. Gaurav Sharma is working in our organization in the capacity of Assistant Vice President & Head, Technical & Derivatives Research, tracking Equity Markets. Gaurav has nearly 10 years experience in Financial Markets. He is a Post Graduate in Finance. He has expertise in identifying the trends, price patterns and range breakouts. He is also a regular speaker at various investor meets organized from time to time by our organization. Through his sound understanding of Technical Analysis, he has been able to garner various profitable opportunities in equity markets. He has expertise in identifying the trend of the overall market i.e. Nifty index as well as sectors and stocks.
Mr. Himanshu Gupta
(Vice President, Research)
Mr. Himanshu Gupta is associated with Globe Capital Markets as Vice President, Research. He is based out of corporate office in New Delhi. Himanshu has more than a decade experience in Financial Markets. He is a qualified Chartered Financial Analyst (ICFAI) and holds a Master`s degree in Commerce. Mr. Gupta has been regularly doing media representation for channels like CNBC TV 18, ET NOW, CNBC AWAAZ and ZEE Business on their popular shows. Apart from being a popular face on digital media, Himanshu also share his experience on print media, He has been writing on popular publications like moneycontrol, Economic Times and Financial Chronicle.

Our Vision

Globe Capital Market Limited envisions to the high standard financial service provider in India by adopting stringent ethical standards and an uncompromising purpose
1100+
Trading Members
Market Share
in Clearing Services
India INX
India International Exchange
NSE IFSC Limited
International Exchange
Years
of Experience
All
Indian Exchange Memberships

Key Business

Globe Guiding Principles-Values
Clearing Services
Trusted clearing services in Equity Derivatives, Currency Derivatives & Commodity Derivatives segment in NSE, BSE and MSE in MCX, NCDEX, ICEX & DGCX. Globe is a member of the Clearing Houses in the country, contributing clearing volume in Equity, Commodities and Currency Derivatives segments of various exchanges.
International Services
As a member of DGCX, Globe offers clearing and trading services through their various subsidiaries.
NBFC
Globe Fincap Limited, a Non-Banking Financial Company (NBFC) registered with RBI, is a subsidiary of Globe Capital Market Limited and provides loans.
Portfolio Management
As a SEBI registered PMS, Globe offers Discretionary as well as Non-Discretionary Management Services.
Research
Comprehensive techno-fundamental research offering detailed company reports, sector reports, earning previews, management interaction reports, IPO analysis and daily, weekly, and monthly newsletters.
Depository Services
Trusted by a large number of individuals, corporates and trading members Globe provides depository services with NSDL and CDSL. Moreover, Globe is empanelled with NCDEX for holding Commodities Demat accounts.
Mutual Funds
Distribution of all mutual fund schemes & SIPs of all the reputed fund houses based on sound research to generate positive returns.
Broking
Trading in Equities & their Derivatives, Commodities and their Derivatives & Currency pair Derivatives, through online and offline platforms are offered to Individuals, Corporate, NRIs, HNIs and Institutional Investors.

Globe Advantage

A holistic approach for an enriching brand experience.
Brand
With the sole objective of making client's money grow, Globe has become the trusted brands in the financial market and regularly takes the initiative to increase their brand awareness across India.
Robust Technology
Constantly investing in new technology, Globe offers intutive trading platform in India. Besides, a real time Risk Monitoring Tool helps to scale up their business without any risks and hassles.
Resilient Software
Resilient software (online back office, DP software) that enables partners to get all the required business information online.
Business Support
Regular guidance and support to identify business potential in your local areas, besides arranging events and seminars for your clients.
Strong Operational Capability
Globe is committed to maintain fast and efficient TAT for starting client's business outlet, account opening and other processing.
Highly Compliant and Ethical Practices
Globe stands for compliant and ethical business practices and ensures that all employees and stakeholders practice it.

Awards & Recognitions

A holistic approach for an enriching brand experience.