Memberships

• A focussed BLUECHIP STOCKS portfolio that recommends 9 identified large-cap blue chip stocks.

Fee/Charges: Rs. Rs 29000+ GST

BLUECHIP PORTFOLIO- The BLUECHIP PORTFOLIO is a portfolio of 9 stocks where each holding will have a high percentage allocation.

This is a portfolio for clients with a low to medium risk taking capability. The stocks will be chosen from the top 150 stocks in terms of market capitalization.

Stocks will find entry into the portfolio based on analysis of growth outlook, discount at which the stock is trading relative to historical valuations as well as the overall markets. We attempt to identify mispricing of stocks which happens all the time as herd mentality results in some sectors becoming heavily overvalued while others become cheap. This portfolio will have sectoral shifts over a period of time where particular sectors might not be owned at all if valuations are too high or outlook is negative.

Exposure to a particular sector will be limited to three stocks. Diversification will be lesser as a conscious strategy to drive outperformance. The risk to this strategy is that we could miss out on an outperforming sector as we are not following Index benchmarking and as such underperform during those periods of time.

Every month updates are sent on the PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

Quarterly updates on PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio which should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended.