Strategy will be Equity focused with the objective of creating superior long term capital appreciation. Investment horizon envisaged is 3 years and above. Looking at Equity investment as a Wealth creation/Estate creation model rather than a short term revenue generator.
Will not use leverage for its investments though may be used only as a hedging tool in the interest of the portfolio. Minimum churn with a very reasonable and flexible fees structure. No sector/market cap bias with Value and future growth prospects being the prime consideration in the stock selection process.
DEBT portfolios are tailor –made solutions for our clients keeping in view their stipulated investment guidelines. We understand their needs and create portfolios suited for them and as per their desired credit preferences and cash-flow requirements.
Hybrid portfolios are tailor– made, and are a combination of debt and equity. Here too we create portfolios to suite the client’s desired asset allocation pattern, credit preferences and cash-flow requirements
“Your ultimate success or failure will depend your ability to ignore the worries of the world long enough to allow your investment to succeed”
Disclaimer: All investments are subject to market risk. The Portfolio Manager will, to the best of his/her ability, try to mitigate these risks by prudent investment selection, portfolio diversification and continuous monitoring of the portfolio.