Things which sets our Portfolio Advisory Services apart.
An uncomplicated strategy to keep you acquainted with the investment cycle.
Keeps you updated on the health of your investments.
Frequent online notifications to keep you in-tune with the investment decisions.
Systematic portfolio building
A compartmentalization of the total investment is done to mitigate risk. At any given time, investment on a particular stock shall not exceed 20% of the total investment.
No lock-in period
Your investment is always accessible to you.
1-3 year investment horizon
With an extended holding tenure, we offer portfolios with higher leverage.
Optimally reduces risk on your investment
Option to invest via stocks or cash
Investment made after a prudent evaluation of the options
Positions are taken in contracts across 5 stocks from NIFTY basket.
How we pick stocks for the portfolio?
It takes into consideration the ‘age’ of the company. This factor foretells the sustainability of the investment in such an environment.
Gauging the profitability of the company to deduce its growth potential
Analyzing the performance of the company to ensure that it meets the investment’s growth trajectory
Measures to ensure the company background is conducive for the investment health
Investment objective: The scheme aims to achieve long-term capital appreciation by investing in up to 25 companies which depict long-term sustainable competitive advantage and growth potential. However, there can be no guarantee that such objectives will be met.
Type of scheme: An open-ended equity scheme under which investment is made in 25 stocks, with primary focus on Large Cap and Mid Cap Stocks
Category: Focused investment in large cap stocks.
Benchmark: Nifty500 TRI
Entry load: Nil
Exit Load: Nil
Five reasons to invest now
Planned/disciplined investing through F&O
Portfolios that offer higher leverage
Monthly profit/return of investment withdrawal option
No lock-in period