Equity Portfolio Advisory
Research Advisory
Portfolio Listed on Smallcase
Family Office Consulting
Small & Mid Cap focused portfolio
- Every business starts small and law of large numbers gives this space an opportunity to outperform and have outsized impact on the portfolio.
- We follow Research based Investing and have devised our own strategy named QQI
- - Qualitative Strategy: Understanding the Business Model, Scuttlebutt Approach and Interaction with varied Entrepreneurs
- - Quantitative Strategy: Subscription to various portals enables us to continuously track emerging data points.
- - Idiosyncratic Factors: Luck and Patience
- Volatility, being an inherent nature of small and mid-caps, we prefer a time horizon of 3-5 years for reasonable returns.
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Our core competency is Equity Research. Here, what differentiates us is that we follow a holistic approach from explaining the business in great detail, covering supply side analysis to financials and valuations. In this process, we interact with various business management, dealers and distributors to enhance our business understanding. Further, subscription to various data portals helps us to become agile to different emerging data points.
- Here, we provide 10-15 investment ideas which has a potential to provide outsized returns in long term
- Quarterly Updates on the stock along with regular updates if there is any
- Help Desk is always available to guide you in case of any query
Our process has helped us to see the global and emerging trends with new outlook and help us find companies like Borosil Renewables, HLE Glascoat, Textiles to name a few.
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We have four portfolios listed on Smallcase platform:
- 5Y CAGR 55.15%
- Min. investment ₹ 86,559
- Subscription fees ₹ 2,999 for 3 Months
Mid and Small Cap Focused Portfolio
This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.
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- 3Y Returns 77.41%
- Min. investment ₹ 170,152
- Subscription fees ₹ 2,999 for 3 Months
Green Energy
A portfolio of stocks, which will get benefit from the renewable energy sector development.
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- 3Y Returns 42%
- Min. investment ₹ 207,625
- Subscription fees ₹ 1,999 for 3 Months
China Plus One Strategy - India Rising!
A smallcase to play the emerging structural theme from China plus one strategy.
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- 2Y Returns 48.05%
- Min. investment ₹ 167,891
- Subscription fees ₹ 2,999 for 3 Months
Trends Trilogy
It aptly combines the three inter-related trends of investing: Business, Financial & Price trends.
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- 5M Returns 19.01%
- Min. investment ₹ 78,830
- Subscription fees ₹ 5000 for 6 months
Niveshaay Consumer Trends Portfolio
Invest in India's Great Consumption Boom. Rec amount > 4 lac
Subscribe NowOur research team understands that every family is different. So, we provide bespoke advice to establish, operate and grow your family office. Here, the AUM of family office is large. The general trend is to divide the portfolio and take advisory of different fund managers. Here, leveraging our research capabilities, we not only manage their portfolios but also make prudent allocation on consolidated basis for effective returns.
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