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Our Offer

We have put in place Two exciting investment systems, one for long-term equity investment and another placed on Index Futures/Options.


    • TO INVEST CLIENTS’ RESOURCES FOR OUTSTANDING RETURNS:
    • Through an all stock portfolio, to attain pre- set levels of growth, without compromising on risk-management, by investing in very large companies around the world, across different sectors , listed and traded in several world stock exchanges
    • With safe investment practices that would preserve Capital, generate income, enlarge the portfolio-size, through internal accruals and deliver strong and consistent returns.
    • Using simple and trusted methods that would work in all market conditions(bull/bear/sideways)
    • By turning-around the resources efficiently and effectively and to have regular cash flows to further strengthen the investment corpus. Delivering the best possible post-tax returns to our clients considering different taxation situations for different investors, ensuring that all investments are held in the most tax efficient way.
    • With the sense that investment management is not only about risk management but the management of RETURNS.
    • WE WANT TO MAKE THINGS HAPPEN, HAVE THINGS UNDER OUR CONTROL AND WRITE OUR OWN DESTINY
    • We recognise that in Equity markets, the basic reality is ‘profits and losses -alternate from time to time’.
    • We can convert such losses into profits consistently over a time period, by following a system- based approach.
    • We strongly believe that to-day’s losses are seeds for tomorrow’s fruits. We have structured our investment policies based on well-written concepts/systems, to look at every correction in the price of a share as an opportunity for further accumulation, based on pre-written averaging concepts.
    • We would follow a ‘bottoms-up’ strategy, concentrate on picking individual investments. However we would not totally ignore the macro picture either.
    • We would like to give more importance to market related macro developments like funds inflow/outflows/PMI data/IIP data/un-Employment data/inflation data/results calendar etc.
    • We would have a well-diversified portfolio coverage, spanning large cap Blue-chips/ truly multi-national companies listed in the world’s top exchanges with a minimum market-cap USD 15 Billion or similar stocks restricted only to those listed in U.S or Europe, depending on the respective client’s preferences. The portfolio may have 50 or even up-to 100 stocks.
    • Growth at reasonable price- is the mantra. We are not enamored by big names. We would look for reasonably priced shares among the large caps, having upside potential.
    • We would follow an ‘active’ investment/management approach on a diversified portfolio and would always strive to outperform the market, through custom designed strategies/methods.
    • Since good shares are expensive, invariably the head-room available for appreciation is lesser as compared to mid-cap or small-cap shares. In order to compensate for the lower returns when ‘buy and hold’ strategies are adopted, we have got to adopt methods that would generate income so as to boost the overall returns. In fact, we have to function as a ‘super-active’ manager.
    • We would not have a ‘high-conviction’ approach to investing, as experience has shown that fund-managers are unable to remove the emotional-bias with that kind of approach.
    • Low-leveraging and high-averaging strategies. To start accumulation in any share only after we see some significant corrections from earlier levels.
    • Un-natural/unsustainable upward movements(above 40 plus PE situations)and ridiculous valuations should be used as total exit opportunities.(like Dot-com, e-commerce up-moves not based on fundamentals)
    • It is illusory to gloat over increase in NAV or paper profits. We believe In following ‘smart’ exits and ‘conservative’ entries. En-cash profits at earliest possible rallies. Profits shall be booked, applying pre-set exit levels and also during unexpected upward price movements, especially beyond time-price equations. Would gladly miss out on high PE(above 40 PE)/High beta company rallies. No regrets.
    • To avoid buying at higher levels in the same share as it would increase the average cost of holding, unless the situation is very compelling to break the rule and buy at higher levels.
    • To be agnostic to market noises and follow with discipline, the laid down strategies, at every turn.
    • To construct the portfolio step-by-step over a period, from and out of the selected list of stocks using price corrections as an opportunity for accumulation.
    • To have equal-weights on all the shares covered under the portfolio.
    • To enlarge it further using downward-spirals/corrections applying concept based, pre-written averaging strategies.
    • To leverage against delivery-based shareholdings through derivative contracts in order to enlarge the size of the holding.
    • To create more head–room by bringing down the average holding costs to align with current market prices, enlarge the size of the holding, a continuous exercise.
    • To create appropriate hedges against individual shareholdings through futures derivatives.
    • To re-balance the portfolio with funds from exits into investments in existing shares, which merit further allocation.
    • To fund the averaging operations partly from existing allocations, profitable exits , and short-term trading operations.
    • To book profits PROMPTLY and consistently, at every pre-set levels.
    • The idea is to do cherry-picking on a regular basis, instead of maintaining a dormant portfolio, and await a one side up-move. The price movement of any share will always remind us of an ECG reading. It would be wise to remember that a net upward move of say 20% in a share’s price during a One month period, may consist of 10-12 daily up-moves aggregating to 50% and similar daily downward moves aggregating to 30%.
    • To finalise strategies and set-up the numbers/levels (based on the strategies)for the operative-team to take over and execute the leverage, average, exit, re-entry and all the connected operations, on a routine basis.
    • Through diversification of investment in various sectors and various companies in each sector.
    • The objective is to spread the risk with lesser company-wise allocation.
    • Investments restricted to chosen top class, large, multinational Corps/leadership/large market-cap institution owned/large volume based/highly liquid companies thro’ fundamental analysis.
    • Hedging through the same shares in the derivatives market.