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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).

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