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

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

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

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

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 NoReceived fromPending at the end 
of last month
ReceivedResolvedTotal PendingPending 
> 3months
Average Resolution 
time in days
Directly from Investors 
SEBI (SCORES) 
Other Sources (if any) 
 Grand Total 

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.  

ODR Portal Link

 

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