Prudent Equity Growth Strategy PMS


Key Portfolio Attributes

Mr. Diwakar Rana

Inception Date: 2nd July 2024

Number of Stocks: 15-20

Portfolio Manager’s Name: Mr. Diwakar Rana

Portfolio Manager’s Experience: 5-6 years

Portfolio Manager’s Qualification: MBA (Finance)

Investment Objective

The investment objective of Prudent Equity Growth Strategy PMS is to identify and invest in companies trading below their intrinsic value, offering strong upside potential with limited downside risk. Employing a bottom-up value investing approach, the strategy emphasizes capital protection while targeting superior long-term returns. It focuses on companies with robust financials, effective management, and efficient capital allocation, aiming to achieve sustainable growth and attractive risk-adjusted gains.

Portfolio Strategy

The investment strategy of Prudent Equity Growth Strategy PMS is centered on achieving long-term capital appreciation while effectively managing risk and maintaining transparency with investors. The strategy is designed to deliver consistent, long-term returns through a disciplined investment approach. A key component of Prudent Equity Growth Strategy PMS is its focus on bargain-priced opportunities, identified through a bottom-up investing approach, which provides a significant margin of safety to account for errors and unforeseen events. The strategy aims to identify attractive investment opportunities across various sectors and market capitalizations.

Investment Philosophy

The investment philosophy of Prudent Equity Growth Strategy PMS is rooted in a bottom-up value investing approach, aiming to identify companies trading below their intrinsic value with significant upside potential and limited downside risk. While the core principle emphasizes capital protection, the strategy has consistently demonstrated the ability to deliver outsized gains. Prudent Equity Growth Strategy PMS focuses on the unique strengths of each company, including robust financial health, effective management, and prudent capital allocation policies.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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