Product – Kotak Special Situations Value Strategy PMS Benchmark – Nifty 500 Portfolio Composition – the portfolio typically consists of 15-20 stocks Kotak Special Situations Value Strategy PMS – Investment Philosophy The portfolio shall be a mix of Value Opportunities and Special Situations. Value Opportunities – Investing in those stocks which are available at a…
portfolio management
Motilal Oswal India Opportunities Fund (IOPV2) – PMS Review
Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses. Concentration: The portfolio typically consists of 15-20 mid cap stocks. Ideal for: Ideal for investors looking to invest in small and mid cap stocks for higher than average growth. Note:…
Judge portfolio performance and time, not timing
I once saw a business card of a financial advisor which had the letters 8% – 12% – 16% – 24% printed on the back. I asked him what this meant. His reply: It just creates curiosity, everyone who gets this card in hand asks me what you just asked. It gives me an opening.…
Invesco India RISE Portfolio – PMS Review
Here’s a look at the Invesco India RISE Portfolio. The basic portfolio strategy aims at investing in companies with: R: Recovery in Demand I: Idle Capacity with interest costs declining due to declining financial leverage S: Superior business models with healthy balance sheets and a potential for earnings to jump back quickly E: Earnings Recovery…
How Much of Your Portfolio Should be in Fixed Income – Asset Allocation
View on the Market: From these levels it is unlikely that the markets will fall much. As always, stocks and indices can move up or down 10% in either direction without a real reason. Like you, everyone is waiting for the market to fall so they can invest at better value. Any 2-3% fall will…
Motilal Oswal Value Strategy PMS Review
Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for investors looking to invest in large cap companies for long term wealth creation view. Note: Not more than 10-12%…
Financial Advisory vs. Portfolio Management Fees & Expense Comparison
Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. What is your preferred way of investing (how you invest most of your money): — Rajat Sharma (@SanaSecurities)…
3 Stocks That Did Not Work – The Mess In My Portfolio!
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have some underperformers. So, here’s the top 3 stocks that…
Making money in stocks is often not about stock market investing
There are times when anyone who has read half a book on finance can tell you that stock prices are unreasonably high. Of course, it is possible that prices keep moving higher despite such assurance. For this reason, it is often a good approach to stay invested irrespective of stock prices and over time .…
5 Rules for Selecting Mutual Funds
Thinking about investing? Not sure about the right way to go about selecting mutual funds scheme? With so many funds schemes in the market, the task of selecting a mutual fund becomes mind boggling. With so much information available over the internet, the task of selecting a mutual fund becomes even more confusing. In this…
How to Rebalance Your Portfolio?
Today, I will try to answer 2 questions that I’ve been asked more than a few times: How should you rebalance your portfolio to replace underperforming stocks? How frequently should you rebalance your portfolio? Naturally, the answer to both these questions will depend upon many things most importantly – risk profile of the client and…
Taxation of PMS and Mutual Fund Schemes
Income earned from mutual fund investments could be (i) dividend income and (ii) capital gain income Also see – Capital Gains Tax | Dividend Income Tax In India DIVIDEND INCOME For equity mutual funds, dividend received is tax free in the hands of the investor but the company pays a Dividend Distribution Tax (DDT) at…
SEBI Registered Investment Advisor INA100004608