Indian Residential Sector

Indian Residential Sector

by Sukhanidhi Investment Advisors


The objective of this portfolio is to profit from the growth of the Indian housing sector.

Investment Rationale

At, Sukhanidhi Investment Advisors, we follow a philosophy-driven investment approach, and we strongly believe that there is no short route to create wealth. The three most important parameters used to select these businesses are


Financials:


•                   Long Track Record

•                   Strong predictable cash flows

•                   Sustainable high return on capital

•                   Healthy Profit margins

•                   Low Leverage & Earning consistency

• Strong Balance sheet 



Management:


•                   Capable, honest management

•                   Excellent capital allocation

•                   Risk averse

•                   Long-Term Focus

•                   Innovation

•                   Integrity

•                   Shareholders Friendly


Business


•                   Strong Franchises

•                   Industry Leadership

•                   Barriers to entry

•                   Non-Cyclical

•                   Sustainable long term business model

•                   Less sensitive to disruption & economic cycle

• Growth potential & Economic moat

About the Manager