Tradeswift Broking Private Limited Dynamic Gems PMS


Key Portfolio Attributes

Name: : Dynamic Gems PMS

Inception Date: 06-March-2024

Number of stocks: 49

Portfolio Manager’s Name: Mr. MANISH AGARWAL

Portfolio Manager’s Experience:

Mr. Manish Agarwal working as Principal Officer at Tradeswift Group PMS Division Jaipur. He is responsible for complete functioning of PMS Division. He is an equity research analyst with 6+ years of experience in the financial services industry. He has a proven track record of providing in-depth analysis of companies and industries, as well as generating high-quality research reports. He is also skilled in financial modelling, valuation, and data analysis along with strong communicator and presenter.

Portfolio Manager’s Qualification: PGDM (Finance)

Investment Objective

The investment objective of Dynamic Gems PMS is to generate superior risk-adjusted returns by investing in a diversified portfolio of equities across all market capitalizations.

Investment Strategy

The investment strategy of Dynamic Gems PMS is Portfolio will be constructed with a focus on diversification across market capitalization, sectors, investment styles and any other listed instruments (eg. Debts, Bonds, ETFs, InvITs, REITs etc.) With the aim to identify prominent businesses, Competent Management at reasonable valuations.

Investment Philosophy

The investment philosophy of Dynamic Gems PMS is employ a fundamental-cum-technical research-driven investment approach, focusing on identifying companies with strong fundamentals, sustainable competitive advantages, and attractive growth prospects and also using Technical analysis for making entry and exit decisions.

The portfolio will be constructed with a focus on diversification across market capitalization, sectors, investment styles, and any other listed instruments (e.g. like Debts, Bonds, ETFs, InvITs, REITs, etc.)

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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