Our 10 stock growth portfolio, designed to take advantage of India’s growth with political stability and constructed in accordance with our Swachh Investment Philosophy, is showing strong traction. The portfolio has given 9% returns since inception in April 2017, outperforming the Sensex by 6%.
The next two years is likely to see Indian equity markets cross many peaks as both the global economy and Indian economy are seeing signs of coming out of a long slump post 2008 financial crisis. India’s political climate too looks strong with the Modi led BJP government sweeping state polls in key states such as UP. Indian equity markets will start playing for 2019 re-election of the Modi Government at the Centre.
The main driver of the benchmark indices the Sensex and the Nifty is the weighted average earnings growth for the companies in the respective indices. The Sensex is expected to reach levels of 40,000 offering an upside of 39% till the year 2019. The new portfolio is designed to capture the maximum possible growth from the sectors that are expected to grow faster as compared to the benchmark indices of Sensex and Nifty. Click here for “Sensex 40K in 2019” presentation.
Sectors such as Consumer Durables, Automobiles, Microfinance, Financial Services, Aviation, Infrastructure, Telecom Infrastructure and Retail are expected to witness higher growth than other industries or sectors in terms of revenue and profit.The business opportunity for each sector gives the rationale behind selecting these sectors over others for investment purpose in the new portfolio. The growth in terms of revenue and profitability for the selected sectors is explained below.
We have constructed the Ten Stock Growth Portfolio on 5th April 2017 benchmarked to the BSE Sensex Index. The portfolio has given 9% return since inception and has outperformed the benchmark by 6%.
“Swachh 10 Stock Growth Portfolio” We Trust You to Pay Us for Performance
Can We Trust You to Pay Us for Performance, When We do Not Take Your Funds but Only Give You the Portfolio that Can Generate Market Beating Returns? Yes , We Can and We Trust You Completely. We Have Faith in You, Which Gives You Confidence to Have Faith in Us
Key Highlights of the “Swachh 10 Stock Growth Portfolio”
•10 Growth Stocks Based on Our India 2019 Theme and Selected with Our Swachh Investment Philosophy.Click here to see Our Stock Selection Methodology
•Performance Fee Based on Absolute 10% Hurdle Rate Subject to Beating Benchmark Indices by at least 4%. Click here to see How Pricing Works.
• We Will Not Take Funds from You or Transact on Your Behalf- No other Charges Except our Fixed and Performance Advisory Fees
• After investing as per the recommendation, you send us the portfolio for maintenance.
•You will get Research Reports on All Stocks with Updates.
• No Unnecessary Churning
• Stocks are held by you
• Monthly Portfolio Performance Update
• If the portfolio delivers returns above 10% and beats the benchmark, then at the end of 1 year we will raise an invoice for 2% plus gst of total portfolio value as advisory fees
How the Pricing Works?
Pay Rs 15000 plus GST upfront and 2% of total assets as advisory fees if portfolio outperforms benchmark post one year on a positive basis subject to a minimum of 10% appreciation.Click here to see How the Pricing Works?
If you have any queries please contact Neelima at [email protected], or call +919819770641