Dear Advisory Client,
The 2020 decade will be about climate change and physical and fiscal health. The impact of climate change is already on us while health issues are rising rapidly. Globally, including India, fiscal health is deteriorating as most of population is outliving their finances. Hence, the ideal for those wanting to lead a sustainable, healthy and enjoyable life is clean air, water and food, good physical health and strong finances.
Your investments should be tailored to your well being in the future. We are constructing portfolios that will embrace climate change, physical and fiscal health. We call it the Kettlebell Portfolio.
Kettlebell Investing is a Fit Lifestyle approach to wealth creation to meet your future objectives. Staying fit can help you enjoy the hard work you have put in to create wealth. Infact the best gift you can give yourself, your family & friends, is your good Physical & Fiscal health.
Kettlebells are a ball of iron with a handle and the weights are not distributed evenly. This creates the need to counterbalance & stabilize your body while working out with kettlebells, which develops Core Strength, Balance and Coordination.
Kettlebells can keep you fit, active and healthy for life, if done continuously with steady progression and balanced with other movements and with proper nutrition and hydration.
Investments for long term wealth creation are similar to Kettlebells. The process has to be continuous with steady progression and balanced with the right portfolio choices that are dynamic in nature given the ever-changing investment environment.
The Fit lifestyle approach to investing is building a portfolio that embraces Fundamental Strength, Business Continuity, High Level of Governance, Growth, and Responsibility towards Health & Environment (Climate Change).
Our stock recommendation adhering new investment philosophy would create long-term investment returns from both an opportunity and risk -mitigation perspective. The comprehensive approach toward managing client money, including the integration of new investment philosophy into our investment process, could help to generate enhanced returns, as well as to meet objectives within our portfolio. This approach not only benefits clients but can also have a positive impact on people and the planet.
Kettlebell’s investing framework:
- Focus: Recommending a new set of stocks to clients which create a positive impact on the environment alongside a financial return.
- Evaluate: Evaluating stocks quarterly by using several financial ratios and traditional factors in the investment process.
- Avoid: Excluding sectors or specific stocks from the investable universe.