CONNECTING YOU TO OPPORTUNITIES

We short list our stocks based on our proprietary algorithm which helps us identify undervalued stocks with growth opportunities. From this short list, we eliminate a few companies that, we believe, are not transparent. We, then, use our subjective judgment to pick the final list of companies based on the state of economy, business cycles and stock market fancies.

We review and change our portfolio once in a quarter. We typically hold the investment for at least one year to take advantage of long term capital gains tax benefit. Any loss-making investments in our portfolios are sold off as soon as they go out of our model portfolio.

The following is a model portfolio for Rs.15,00,000. Our stock portfolios would look something like this.

Model Portfolio


S.NO Name of the Company Date of Recommendation Market Price No. of shares Investment amount
1 Rain Industries 02-05-2017 120.30 831 1,00,000
2 Maithan Alloys 02-05-2017 480.60 208 1,00,000
3 GE Power India 02-05-2017 651.55 153 1,00,000
4 Pokarna 02-05-2017 1532.25 65 1,00,000
5 Suzlon Energy 02-05-2017 20.70 4831 1,00,000
6 NCL Industries 02-05-2017 220.05 454 1,00,000
7 KEI Industries 02-05-2017 214.80 466 1,00,000
8 Apar industries 02-05-2017 820.90 122 1,00,000
9 Uflex 02-05-2017 377.80 265 1,00,000
10 Balrampur Chini Mills 02-05-2017 162.75 614 1,00,000
11 Apollo Tyres 02-05-2017 250.65 399 1,00,000
12 Tirumalai Chemicals 02-05-2017 888.90 112 1,00,000
13 Seshasayee Paper and Boards 02-05-2017 712.35 140 1,00,000
14 HPCL 02-05-2017 551.70 181 1,00,000
15 Glenmark Pharma 02-05-2017 891.45 112 1,00,000
Total 15,00,000

Disclaimer: We build portfolios for our clients who pay us for our advice. Our recommendations change from time-to- time. This model portfolio is purely for indicative purposes only and as such anything contained herein should not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.