Memberships

      Fee/Charges:

• 1 Year  Rs 36000 plus GST
• 2 Years Rs 66000 plus GST
• 3 Years Rs 93000 plus GST

A focussed flexicap strategy that seeks to capture mispricing in the stock markets by avoiding herd investing and seeks to generate steady returns with low volatility

The Contrarian Opportunities Strategy seeks to generate steady returns The stocks will be chosen across Largecaps, Midcaps and Smallcaps without any market capitalization bias.

The Strategy avoids Herd Investing

• Contrarian ideas always exist in a market. Specially so in a state of uncertainty and volatility.
• Most diversified MFs/PMSes etc will miss out on the right entry and exit opportunities in a scrip as they are focused on similar ideas
• Sudden drop in investor interest poses an entry opportunity for contrarian investors
• As fundamentals change, the extent of underownership determines the speed of appreciation
• A rightly timed investment into a underowned stock can result in quick gains
• Exit is easier when the herd comes in
• Contra investing is not value investing:   When growth investing is contra we are growth investors, when value is contra we go to value
• Playing between the relative valuations of Midcaps and Largecaps is a key strategy
• Key is not to get out too early. As such strategy is to try and capture at least 80% of the upmove.
• Churn might be more than our other long term strategies

It will be a 12 Stock Portfolio, Completely Flexicap to invest anywhere. However there will be limits on not more than 4 stocks from one sector and not more than 9% allocation to any one stock at cost at the time of investing.

Every month updates are sent on the Strategy 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 Strategy 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 strategy that should last forever and as such it is important for clients to realize that you need to follow the strategy as advised for the best results.