EQUITY DELIVERY
A product designed for Mid-to-long term investors who are looking for a passive investment strategy. It follows the classic Value Investing Strategy.
What: A Portfolio of 7–9 Stocks based on Fundamental Analysis of value investing.
Whom: Mid-to-Long term Investors.
Ideal for: Investors who wish to invest for Mid-to-Long term in equity market.
Product Description: In Value Investing strategy, stocks that trade for less than their intrinsic values are selected. This value buying strategy-based stock selection gives good upside return potential in mid-to-long term.
Risk Suitability: Low
Minimum Investment: INR 7,00,000 & Above
Recommendation Frequency: Once (2–4 Stocks)
Holding Period: 6–12 Months
Valuation Time Period: 12 Months
Follow-Up: Monthly report with performance update (rebalancing if anything).
Disclaimer: Investment in securities market are subject to market risks. Read all related documents carefully before investing.