Equity Portfolio Services
Prospectus
Creating wealth in the equity markets is a
combination of a disciplined approach with
the right investment advisor.
The stocks selected in the portfolio will broadly fall into at least two of the following three buckets:
a. Quality at a reasonable price: a screener that includes parameters on return ratios, debt position, and valuation.
b. Earnings momentum stocks: stocks whose quarterly revenue and earnings growth exceeds pre-defined criteria.
c. Significant Megatrends: stocks whose industries fall into a “sweet spot”.
✓ Portfolio pick from stocks in top 400 companies giving potential for higher returns
✓ Optimal portfolio size to generate high risk adjusted returns
✓ Resilient portfolio which help Low drawdown & fast recovery stocks to make portfolio robust
✓ Timely churn of stocks that don’t make the cut are clinically removed without emotions
✓ Dynamic rebalancing of stocks to keep portfolio growth steady.
