Equity Advisory

Evaluation and optimization of direct equity investments for improved future returns.

Offered

Detailed review of equity portfolio including stock and sectoral weights.

Suggestions on portfolio construction and sectoral exposures.

Recommended trimming the portfolio and exiting stocks with miniscule allocation and poor outlook.

Fundamental and tactical calls depending on the client's investment horizons.

Consolidated ratings summary.

Client appreciated the importance of asset-allocation

Client realized that he had exposure to similar products through different platforms / managers.

Client realized that ~40% of the stocks held in the PMS/AIF were already a part of his top MF holdings.

Over the next few months, the portfolio was systematically rebuilt with higher transparency.

Client had a held away portfolio of ₹25 cr+, heavily invested across PMS/AIFs and closed-ended funds.

Client had a surplus liquidity of ₹200 cr from stake sale and the entire amount was invested in debt funds.

Single family office with investment corpus of Rs 250+ cr

Listed manufacturing company with treasury corpus of Rs 1000+ cr

Doctor having an Investment Portfolio of Rs 30+ cr