H2 INVESTMENT MANAGERS

Hitesh Chauhan (Proprietor of H2 INVESTMENT MANAGERS) is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 19 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one's life.

Growth

Technical

H2 INVESTMENT MANAGERS

Growth

Technical

Managed by

HITESH TULSIBHAI CHAUHAN

19+ experience

Hitesh Chauhan (Proprietor of H2 INVESTMENT MANAGERS) is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 19 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. If any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant". The biggest learning has been that one has to be a keen learner in markets throughout one's life.

Popular smallcases by H2 INVESTMENT MANAGERS

H2 MULTICAP STRATEGY

Starts from ₹4720 for 6m

This smallcase is a diversified portfolio of 15-25 companies which are good leader in that sector.

Starts from ₹4720 for 6m

H2 WEALTH BUILDERS

Starts from ₹2950 for 3m

This smallcase is a concentrated portfolio of 8-15 co. which are selected by emerging sectors.

Starts from ₹2950 for 3m

H2 TOP 15

Starts from ₹2360 for 3m

Top 15 Stocks Portfolio based on Fundamental Analysis and Technical Analysis out of S&P BSE 500.

Starts from ₹2360 for 3m

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For H2 INVESTMENT MANAGERS, you need to subscribe to each fee-based smallcase separately

Benefits of investing in this smallcase

Seamlessly place orders in 1 click
Get every quarter rebalance updates
Easily start SIPs for disciplined investing

Frequently asked questions

H2 INVESTMENT MANAGERS offers THREE products

1) H2 WEALTH BUILDERS

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

This strategy portfolio is a portfolio of 8-15 companies which are company have long history in capital markets with strong earnings growth in past and high growth potential in future with investment horizon of 5 to 10 years.

PORTFOLIO CHARACTERISTICS

· Diversified portfolio of ~ 8-15 stocks

· Value + Growth + Technical Strategy

· Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight

2) H2 MULTICAP STRATEGY

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

The strategy gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.

PORTFOLIO CHARACTERISTICS

· Diversified portfolio of ~ 15-25 stocks

· Value + Growth + Technical Strategy

· Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight.

3) H2 S&P BSE 500 TOP 15

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

This is a Top 15 Stock Portfolio based on a mix of Technical Analysis and Fundamental Analysis out of S&P BSE 500 OR NSE NIFTY 500.

PORTFOLIO CHARACTERISTICS

· Value + Growth + Technical Strategy

· This portfolio

H2 INVESTMENT MANAGERS offers THREE products

1) H2 WEALTH BUILDERS

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

PORTFOLIO CHARACTERISTICS

· Diversified portfolio of ~ 8-15 stocks

· Value + Growth + Technical Strategy

· Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight

2) H2 MULTICAP STRATEGY

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

The strategy gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.

PORTFOLIO CHARACTERISTICS

· Diversified portfolio of ~ 15-25 stocks

· Value + Growth + Technical Strategy

· Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight.

3) H2 S&P BSE 500 TOP 15

This strategy of Portfolio is for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

This is a Top 15 Stock Portfolio based on a mix of Technical Analysis and Fundamental Analysis out of S&P BSE 500 OR NSE NIFTY 500.

PORTFOLIO CHARACTERISTICS

· Value + Growth + Technical Strategy

· This portfolio

We prefer to invest sectors/stocks that are in uptrend. The underlying companies should have strong earnings growth, good return ratios and ethical management. The balance sheets of these companies should be strong with low debt and should generate regular free cash flow.

Good risk management practices also form a part of our portfolio. We take defined risk positions in each stock and overall risk of the portfolio is also capped. We use technical analysis and fundamental of a stock in order to time our entry and exit.

The objective of the Portfolio would be to endeavour to generate alpha & superior risk adjusted returns for investors over the long term.

Fundamentally sound businesses

Companies which have earnings growth behind them and are expected to grow in future
Strong cash generation
Return ratios above cost of capital
Ethical management
Prefer low free float stocks
High promoter holding
Low debt on books
Good operational metrics

Stock price parameters

Figure out which sectors/stocks are in uptrend. Invest only in them.
High P/E Ratios are not a no go area for us.
Institutions/Promoter should be increasing their stake in the stock
Regular profit booking depending on proprietary rules
We always book small losses before they turn into big losses.

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