About the smallcase
Just like Moon (a satellite of Earth), this portfolio is dynamic and vibrant.
This satellite portfolio of quality stocks is aimed at generating high return with high degree of risk over a long period of time. Consists largely of mid and small cap stocks with regular rebalancing of the portfolio based on the performance, targets and micro/macro economic environment. it also incorporate turnaround stories, play momentum, corporate restructuring and investments in cyclical sectors. Recommended investment in this portfolio is in excess of INR 100,000.
At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES.
Suitable only for investors who are ready to dig deeper and willing to take extra risks for extraordinary returns. Investors should bear in mind their risk profile, asset allocation and high degree of risk associated with such strategies. Investment should be done for a long period of time stretching to multiple years to derive maximum mileage from this portfolio.
Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.
Past Performance vs
Jun 6, 2021
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
Gaurav has a rich experience of 2 decades in the financial industry in India & Singapore. He has worked with large Private Banking Institutions like Barclays Wealth and ICICI International Private Banking as a Private Banker and with IIFL wealth and ICICI Bank as an Investment Adviser. His core competency lies in client engagement, financial planning and identifying right set of products for the clients. Gaurav is a post graduate from Indian Institute of Foreign Trade, New Delhi (1998-2000). Currently he is working on his own as an entrepreneur and is registered with SEBI as an Investment Adviser