Why should you invest in this smallcase?
Herald Portfolio is our premier product that takes exposure to a particular business group and tries to maximize returns. The portfolio is designed for Aggressive investors with a high risk taking appetite and a 3- 5 year time horizon. The portfolio is dynamically managed and rebalanced quarterly.
The portfolio is designed to take a take a targeted exposure to particular business groups and cherry picks stocks from their stable which have the highest potential for growth while keeping valuations in mind. The selection of the group is based on the history of the group, the corporate governance standards exhibited by them over the years and the capital allocation decisions made by them in order create shareholder wealth.
Past Performance vs
Equity Large Cap
Jan 15, 2019
Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns
About the Manager
KRChoksey is dedicated towards making you successful in every step of your financial path, providing financial prowess & solutions designed around your priorities & goals. Our extremely proficient team has massive experience in the financial sector that will help you to track your performance, make adjustments when necessary & power your investments to the next level.