For PMS research desks
A PMS is judged on the quality of its ideas and the discipline behind them. AlphaBoard puts both on one screen: what every analyst researched this week, and the full record behind every stock in the book.
What a PMS desk lives with
Results season in six places
Forty concalls in two weeks, notes split across notebooks, email and WhatsApp, and no single view of what changed.
The fund manager asks around
To know what the desk did this week, the fund manager has to ask each analyst.
“Why did we buy this?”
A client or compliance asks, and the reasoning is in an email thread from last March.
The PMS process, step by step
Coverage
The universe is split by sector and analyst in the Matrix; every name has a record.
Results season
Concalls are booked on the calendar and logged against the stock the same morning.
Model portfolio decisions
Analysts push ideas to the review queue; the fund manager comments, approves or parks them.
Clients and compliance
Export a thesis with its research trail for the client letter, and keep the dated record SEBI expects.
What changes on a PMS desk
One record per stock
Meetings, concalls, plant visits and broker notes land on the stock they belong to, with the analyst’s view of what changed.
A Command Center for the fund manager
Every analyst’s activity, every pending decision and every quiet name on one screen.
Answers in seconds
The Brain answers questions across your filings, broker reports and uploaded notes, and shows its sources.
A record that outlasts people
When an analyst moves on, the coverage history stays with the stock.
Built for the PMS rhythm
Results season, management meets, AGMs and NDRs are first-class events. Rupees in crore, Indian tickers and IST timestamps throughout.
Asked by investment teams
How long does it take a PMS team to start?
Load your coverage list, invite the desk, and analysts can log from the first day. Most of the value arrives in the first results season, when every concall lands in one place.
Can different strategies be kept apart?
Yes. Coverage is organised by sector and team, and the Matrix and Command Center filter to a team or an analyst.
Does it help with SEBI record-keeping?
Every research interaction is timestamped and attributed, with its rationale and attachments: the trail compliance teams need to show. It supports your compliance process; it does not replace your compliance officer.
On the record.
Bring your coverage list; we will load it before the call.