STRATEGY

Tailored Solutions for Promoters and Professionals

W.I.N. Fund

For Promoters who have divested their family business. Professionals in careers/jobs that have a limited earning window

Bespoke Solution

We listened to our clients and conceptualized a strategy that can take care of their challenges

Regular Payouts

A custom-designed strategy to create a steady income stream flow according to individual lifestyles for the foreseeable future

Corpus Growth

Aim for capital growth, inspite of regular payouts, to create a corpus at the end

Product Highlights

              Objective
              To generate long term risk adjusted returns along with regular
                flows
              
            

              Philosophy & Strategy
              A high‐risk high return‐oriented strategy that aims at
                generating long‐term consistent alpha by investing in Multicap
                portfolio with GARP being the investment philosophy
              
            

              Investment Approach
              
              Equity stocks are chosen for investment based on the following
                factors: 

                (1) The company fundamentals, as reflected in reported numbers
                
                (2) Investment strategy research regarding various market
                cycles

                (3) Risk & Reward ratios 

                (4) Sector Agnostic 

                (5) Multi Cap

              Benchmark
              S&P BSE 500 TRI

              Asset Allocation
              
              Up to 100% in equity (cash portion may be deployed in liquid
                funds/debt securities). The fund will be mostly invested in
                equities with some small portion like 2% kept for expenses & and
                incidental
              
            

              Indicative tenure or investment horizon
              
              3 to 5 Years or more

              Risk^^ 
              High risk

Investment Process

Idea Generation

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Research & Analysis

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Investable Pool

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Portfolio Construction

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Review & Monitoring

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Exit

Universe : Top- 500
Stocks
Active tracker
Network inputs
Independent channel checks

Investment Philosophy | GARP

Quality of Business
(Competitive Advantage,
ROE/ROCE & Free Cash Generation)

Scale of
Opportunity

Management
Quality & Ability to
Scale the Business

Valuations

Get in touch

Thank you for showing interest, we will get back to you shortly.

Pioneers in Bottom-Up stock picking

Ability to pick trends early

Focus on Primary Research

Long term approach to investing

Long term performance track record since inception in 2002

Bespoke approach to individual client's portfolio