Name: Cherrypicked PSU Financials Theme
Brand: smallcase
SKU: EHANM_0009
Price: 37996 INR

Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.

Nifty 500 Index

Cherrypicked PSU Financials 

Cherrypicked PSU Financials Theme

Anosh Mody

An ideal mix of public sector banks, insurance and Finserv companies, offering deep value.    

<ul><li>NSE listed publicly traded limited companies</li><li>across all market caps but not going all the way to micro caps which trade infrequently</li></ul>

Fundamental research done rigorously by the team to understand long term core business value for potential screening

screening is a complex process which our team has mastered well over the 32 years of the founders experience. Using diverse but simple quantitative and qualitative parameters the screening process is the most crucial parts of the investment process

We follow a diversified non concentrated portfolio approach which means no single stock or small group of stocks will influence overall theme returns This, we believe differentiates us from a lot of competitors as risk management is given high importance at Ethical Advisers

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Cherrypicked PSU Financials Theme

Cherrypicked PSU Financials Theme

Overview

Stocks & Weights