Each person receives an personalized Portfolio. Even though our stocks are similar ; The portfolio allocation, stock exposure, its purchase price and timing of entry varies for every individual.
This is done keeping in mind your personal Financial goals.
Except for Tax loss harvesting benefits, we do not churn portfolio.
This saves your brokerage and other transactional charges.
A true Long term Equity portfolio in every sense.
Mr Seshadri is a SEBI registered Investment Advisor himself. 20 years Risk Head at IL&FS Securities. He hired us to explore how we operate. Our business model seemed quiet attractive to him. Seshadri sir, gave us 5 lakh to a year. With a mandate to beat nifty.
Trusted us with 20 Lakh at first go itself. After checking on our progress, he was kind enough to add another 10 Lakhs into his own Demat Account, which we manage.
Mrs Shruti opened Demat Account in February Month 2020. A question was raised by an enquiry recently. How did the account perform, which was opened in February month. February saw all time high for Nifty. In March, due to covid 19, Nifty crashed by 30%.
Mr Shubham is from Delhi. A young Financial Market enthusiast who is working for a US based Mortage Lender. Objective here is to accumulate amount for his retirement and provide some cash flow for monthly expenses. We are good at managing various risk so that the portfolio Stays steady and grows consistently.
Mr. Sukhdev is the one person who has seen our worst numbers in his account. Faced Il&FS crisis, 2019 election , Tax reform rally, 2020 budget crash and march covid crash
