This is the industry-based portfolio where you can invest in companies that are
top 3 players in your industry where you decided to invest in. here you can
easily predict the companies that are performing well in respective industry
and are showing growth in consecutive swings or past years, i.e., possessing
high return characteristics. This portfolio is very effective and best to invest
when you met uncertain economic conditions.
As you’re investing in industry leaders – which means company that
outperforms, having effective leadership, and management.
Process involved
✔ Information Mining to cast together best performers within the industry
✔ Financial Modelling
✔ Investment Thesis
✔ Active &rigorous tracking of earnings
Key features of Industry Champ
Investing in Industry Leaders
This ensures good governance and can explore continuous innovation within the industry.
Cap Risk
Here you get maximum exposure to the large cap stocks.
Stock Allocation
NS industry Champ portfolio consists of 12 to 18 stocks.
Growth in Value Principle
Investment options given is completely a high-return caps of industry leaders
Bottom-up Analysis
Bottom-up research of business’ financial and management strategies will
carry out for all portfolio companies.
This is the long-term investment portfolio approach that seeks for high return
and the clients’ portfolio stocks/return vary depending on their start date.
The investment mode offered by RIAs is
1. Lump Sum – one time investment
[Min amount is 1 lakh and 5 lakhs]
2. SIP – Systematic investment on specified dates.
[Min amount Rs. 10000 to Rs.25000]
This portfolio is best for the investors who seeks long-term capital appreciation.