Shree Rama Managers: Shree Wealth Builder Plan

Shree Rama Managers LLP’s Shree Wealth Builder Plan seeks to generate long term capital with relatively low volatility by investing in a well-diversified portfolio of exchange traded funds, real estate investment trust units and index funds. However, there can be no assurance or guarantee that the investment objective would be achieved.

Shree Rama Managers LLP’s Shree Wealth Builder Plan PMS is a portfolio of different asset classes such as equity, debt, gold as well as real estate. This portfolio maintains an asset allocation ratio of 80% into equity and the remaining 20% into non-equity asset classes by systematic rebalancing.

The approach of Shree Rama Managers LLP’s Shree Wealth Builder Plan PMS is to create long term wealth for investors by participating in companies from diverse sectors that are industry leaders or likely to have competitive advantage.