Generating Long-term Returns With A Comprehensive Investment Process
We follow a simple and effective process when selecting investment opportunities
We undertake a comprehensive screening of the investment universe, which includes
approximately 175 companies across NIFTY 500, select PIPE investments, and a capitalization
Research & Analysis
We closely monitor approximately 175 companies for key drivers that may impact their
performance. Our experienced research team utilises sophisticated proprietary financial
models to effectively conduct an in-depth analysis of companies, evaluate sustainable
margins, and align with policymakers.
Ideation & Investment Decision
We focus on 30-40 stocks for which we factor in short-term and long-term catalysts to
analyse long-term business cycles. The portfolios are built from the bottom up, with strict
adherence to risk management guidelines. Through this, we assess the potential upside for
setting the target price of proposed ideas.
Our portfolios consist of 15-25 shortlisted stocks that are monitored continuously with our
deep knowledge regarding valuations, exposure limits, and asset allocation. Our team
incorporates its best strategies to generate long-term returns. Additionally, we mitigate
risks through disciplined portfolio construction.