LONG TERM WEALTH CREATION
Products
Two Strategies. One Philosophy. Different Paths to Investing with Discipline.
| Aspect | HVG Model Portfolio | HVG Fusion Alpha |
| Objective and Framework | Fundamental research driven, designed for long term investors with SQML Framework, Investing in businesses with large opportunities, quality management, valuation discipline, and a long-term ownership mindset. | A medium to long term equity strategy that blends technical insights with the SQML framework of fundamental analysis to identify opportunities across market cycles, while maintaining a focus on downside risk management. |
| Update Frequency | Low; each portfolio company once a year or on material changes and portfolio every quarter | Higher; aligned with technical developments and portfolio every quarter |
| Risk Profile | Lower churn; interim volatility possible | Higher price volatility possible |
| Fee Plans | Yearly Plan: ₹9,999 Six Monthly Plan: Not offered | Yearly Plan: ₹ Six Monthly Plan: ₹ |
* Both Model Portfolio and Fusion Alpha are advisory in nature. Returns are not assured. Market movements, interim drawdowns, and periods of underperformance are an inherent part of equity investing. Investors should select the service aligned with their risk tolerance, time horizon, and ability to follow the recommended process.
SQML Investment Philosophy
At Hillview Global, our investment decisions are guided by the SQML framework, a disciplined approach focused on long-term wealth creation while managing downside risks.
 S - Size of Opportunity We prefer businesses operating in large and expanding markets, where long-term growth is supported by structural demand and scalability, to achieve superior long-term earnings growth. |  Q- Quality of management We emphasize on capable and ethical management teams with a track record of prudent capital allocation, strong execution capabilities, sound governance and with a vested interest in the company. |
 M - Margin of Safety Valuation discipline is central to our process. We seek investments below their intrinsic value, where prices provide adequate downside protection against business or market uncertainties. |  L - Longevity of Growth We invest with an ownership mindset, allowing time for business fundamentals and compounding to play out across market cycles, monitor the fundamental performance and ignore market price fluctuations. |
Why Us?
Skin in the Game: Invest my own money in the advisory portfolio companies. This means any loss in the portfolio is borne equally by me and ensures careful selection of investment opportunities.
Client Focus: At the heart of our approach is to prioritize the needs of our clients, and support to achieve financial objectives, with the aim of building long-term relationships, founded on trust, respect, and open communication.
Transparency: Trust is the cornerstone of our relationship with clients. This entails providing information about our investment philosophy, fees, and regular performance reports while adhering to regulatory requirements.
Fiduciary Duty: The approach is to prioritize the legal and ethical interests of clients by providing services aligned with their goals, risk tolerance, and financial situation, while ensuring that conflicts of interest are avoided
Objectivity: Our service is impartial and free from personal biases or external pressures. We conduct comprehensive research and analysis, considering all relevant factors when making investment decisions.
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Complaint Status
Complaints disposal data Read More
| Sr No | Received from | Pending at the end of last month | Received | Resolved | Total Pending | Pending > 3months | Average Resolution time in days |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
SEBI has introduced an Online Dispute Resolution Portal (ODR Portal) for resolution of disputes. The ODR portal offers a platform for investors to file any complaints in case the investor is not satisfied with the resolution of the complaints raised directly with the Investment Advisor or through the SCORES platform of SEBI.
Grievance Redressal/Escalation Matrix | |||||
| Details of designation | Contact Person Name | Address where the physical address location | Contact No | Email-Id | Working hours when complainant can call |
| Customer Care | Prashant Dubey | A 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 110075 | 9560744510 | Prashantdubey@hillviewglobalfin.com | 9:00 - 17:00 hrs (Monday-Friday) |
| Head of Customer Care | Not Applicable | NA | NA | NA | NA |
| Compliance Officer | Prashant Dubey | A 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 110075 | 9560744510 | Prashantdubey@hillviewglobalfin.com | 9:00 - 17:00 hrs (Monday-Friday) |
| CEO | Not Applicable | NA | NA | NA | NA |
| Principal Officer | Prashant Dubey | A 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 110075 | 9560744510 | Prashantdubey@hillviewglobalfin.com | 9:00 - 17:00 hrs (Monday-Friday) |
