Objective*:

We offer portfolio restructuring and rebalancing solution to convert investors’ bruised equity portfolio into winning, healthier and rewarding portfolio.

Portfolio Healing Process:

1. We offer one number-fundamental score (F-score) on the scale of 10 for each of your stock to let you know the financial health of the firm on criteria including profitability, leverage and liquidity and operating efficiency.

2. We offer you factor attractiveness rank for your stock from identifiable universe based on low volatility, value and momentum factor.

3. We offer you recommendation on sell, retain or switch based on relative attractiveness of your stock based on profitability, growth, risk and quality criteria.

4. If required, we will suggest you an entirely new portfolio to meet your customized objective. Our suggested healed portfolio is well diversified, low risk, quality portfolio with high potential to offer benchmark beating and stable long term returns on risk adjusted basis.

Characteristics of Rejuvenated Portfolio:

Our suggested healed portfolio is well diversified, low risk, quality portfolio with high potential to offer benchmark beating and stable long term returns on risk adjusted basis.

Advisory Fees:

  • Minimum Portfolio Size: Rs. 2,50,000
  • Minimum Charges: Rs. 5000 up to 20 stocks
  • Additional Charges: Rs. 5000 + Rs. 100 per stock beyond 20 stocks.

 

*There is no guarantee that the investment objective will be met.