Emerging India

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GDPs in 2022 (In USD Tn)
India
India
3.4
China
China
18.1
USA
The Usa
25.5
Europe
Europe
17.2
GDPs in 2030 (In USD Tn)
India
India
7.6 (2.2x)
China
China
30.3 (1.7x)
USA
The USA
35.0 (1.4x)
Europe
Europe
22.2 (1.3x)
GDPs in 2047 (In USD Tn)
India
India
32 (9.4x)

2x India in 7 years

India will add another India in next 7 years

Portfolio Construction

Portfolio Construction : Stocks Part of NIFTY 500
Asset Allocation : Diversified sectors with weighted positions based on attractiveness
Stock selection : Multi-cap portfolio of ~12-18 securities, with a max 10% allocation per stock
Risk mitigation : Sector diversification, Scuttlebutt analysis & Corporate Governance Checks
Liquidity : Tracking stock liquidity & flexibility for timed trades
Rebalancing : Rebalancing stock weightages & churning ~3-4 stocks periodically

Key elements of investment philosophy

Growth Style

Companies with ~20%+ top-line & bottom-line growth driven by high volume growth

ROE Expansion

Companies with potential of generating over ~15% ROE, exceeding their cost of capital

Margin Expansion

Companies with margin expansion and ~18-20%+ bottom-line growth

Valuation & Momentum

Companies trading below historical averages with strong momentum

Moderately Leveraged

Debt-to-Equity Ratio < 0.75

Subscription Plans

Mode of Fee Fixed
Min AUA limit for investment ₹ 2 Lac & above, Lump-sump & SIP mode available
Initial Advance Fee charged at the time of onboarding (1st Year) (GST Included) ₹ 99,999
Fees charged subsequently every year till expiry of agreement (GST Included) ₹ 9,999
Total Fee Plan (GST Included) ₹ 99,999 +
(₹ 9,999 x 2) = ₹ 1,19,998
Tenure 3 Year
Access to Investment Counsellor (IC) Desk 2 Meetings with expert ICs in a year
Service access through Relationship Manager Yes
Access to Webinars, recordings, newsletters Yes