Name: GVSR - BFSI- Wealth Management Theme Theme
Brand: smallcase
SKU: GVSRNM_0005
Price: 48013 INR

GVSRwealth is the trade-name used by Mr. Venkata Subrahmanyam Gutala (GVS) who is registered with SEBI as the Research Analyst. He is from IIM-Bangalore, with specialisation in Finance.  GVSR's primary motto is to provide professional investment services support of high quality, to millions of aspiring middle and upper middle class, who are in the pursuit of their wealth goals. 

About the Smallcase Manager:  GVS has a Masters Degree from IIM-Bangalore, with specialization in Finance. He was also a  former Partner at PwC India and Grant Thornton India, respectively. He has more than 6 years of Investment Advisory exp. to date

Nifty Midcap 150

GVSR - BFSI- Wealth Management Theme

GVSR - BFSI- Wealth Management Theme Theme

GVSRwealth

Value (V) buys in 'wealth management' segment of the BFSI Sector.

<ul><li>For Largecap universe, the constituent stocks of N50 , a large cap index floated by National Stock Exchange (NSE) rtc., are taken as the primary base. Other large cap cos may also be considered for further evaluation on a case to case basis. </li></ul> <ul><li>For Midcap &amp; Small Cap universe, the constituent stocks of Midcap Indices (such as NSE Midcap 200 etc., ) are taken as the primary base. Other Mid &amp; Small cap cos may also be considered for further evaluation on a case to case basis., including new listings from IPOs etc.</li></ul>

<ul><li>Individual stocks are selected for further analysis based on company's financial past performance and a host of other qualitative and quantitative parameters.</li></ul>

Some of key parameters for stock screening include ROCE, Earnings growth potential, PE multiples, Value Vs Growth conundrum, Past performance of the stock/underlying business, advances / retracements etc.

Weighting of stocks is based on future earnings potential , past earnings growth record, trends in ROCE , Current Valuation parameters such current PEs, Current market cap, Current Sales etc, Weighting scheme would also vary based on market conditions -higher weightage to stocks in a bull-phase scenario and lower weightage for stocks in a bear phase / correction scenario. Liquid Fund ETFs / Gold ETFs are used as balancers from time to time, to capitalize on market opportunities from time to time.

This smallcase will be rebalanced on an as-needed basis

GVSR - BFSI- Wealth Management Theme Theme

GVSR - BFSI- Wealth Management Theme Theme

Overview

Stocks & ETFs