Fund Manager Name: Danesh Mistry & Surjit Singh Arora
Fund Manager Experience: Danesh Mistry : 17+ years of experience in fund management , equity research and investment banking. Graduate in Bcom from University of Mumbai and PG Diploma in business admin from IES CCDC
Fund Manager Experience: Surjit Singh Arora : 13+ years experience in equity research and fund management . He has done his Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.
Investment Objective
The objective of this strategy is to generate moderate capital appreciation with relatively lower risk over the long term.
Investment Philosophy
Portfolio will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy through bottom Up stock picking approach
Portfolio Strategy
• Portfolio would be large- cap oriented portfolio with mid-cap upto 30% of the portfolio.
• It will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy.
• Generate moderate capital appreciation with relatively lower risk over the long term.
• Combination of Large Cap & Mid Cap
• Portfolio risk diversified across ~ 25-35 stocks
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION