LONG TERM WEALTH CREATION
Investment Philosophy
Our philosophy is centered on prioritizing investments in a portfolio of high-quality businesses having large opportunity sizes to achieve superior long-term earnings growth, led by competent and ethical management, available at fair valuations with a good margin of safety. Our strategy involves holding onto these investments for the long term, provided the company continues to demonstrate desired performance.
Opportunity Size We focus on businesses run by capable and ethical management with a vested interest in the company, having superior capital allocation and execution track record, Minority shareholder friendly and able to sustain earnings growth without diluting capita | Quality management We pursue businesses with a large potential customer base, high market demand, alignment with market trends, and clear competition landscape to achieve superior long-term earnings growth |
Margin of Safety Select businesses available below their intrinsic value, to earn above-average returns with lower risks, while also safeguarding against potential losses and preserving capital if investment assumptions prove incorrect | Long term Focus We select companies with bottom-up, stock specific fundamental research, with a view to hold for the long term. We prioritize monitoring the fundamental performance and hold till companies continue to perform regardless of 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.
Complaint Status
Complaints disposal data for the month ending October 2024 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.
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