Waya Financial Technologies Private Limited – Bin73 Sunrisealpha PMS


Key Portfolio Attributes

Name: Waya Financial Technologies Private Limited

Investment Strategy name: Bin73 SUNRISEALPHA

Inception Date: 19-11-2024

Number of stocks: 16

Portfolio Manager’s Name: Brijesh Soni

Portfolio Manager’s Experience:

15+ years of Market knowledge in Equities Commodities & Capital markets, Mr Brijesh Soni has been managing investors fund since 2019. His grasp on global & domestic macro-economic factors gives him an edge in generating alpha.

Portfolio Manager’s Qualification:

Masters from London Metropolitan University, Chartered Market Technician

Investment Objective

The investment objective of Waya Financial Technologies Private Limited PMS is to seek long term capital appreciation and to maximize risk-adjusted returns through various approaches by investing in listed equities and mutual funds as permissible under the Regulations. In order to achieve this, the Portfolio Manager intends to employ a fundamental value investing approach, which seeks to capitalize on differences between the prices of securities and their underlying intrinsic value, the Portfolio Manager shall conduct a qualitative and quantitative analysis of the underlying business and the market environment in which it operates.

Investment Strategy

The investment strategy of Waya Financial Technologies private Limited PMS is centered on India’s journey to becoming a 5 trillion-dollar economy by 2027 and 7 trillion dollar by 2030, which presents significant opportunities in emerging tailwind sectors.

Investment Philosophy

The investment philosophy of Waya Financial Technologies Private Limited PMS Aims to identify prominent businesses, with competent management, at reasonable valuations with structural tailwinds for 10X returns.

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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