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Review Your Equity Portfolio

By A SEBI Registered Advisor

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Why Sukhanidhi ?

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Excellence in our
Advisory

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Objective and
Unbiased Advice

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Peace of mind:
We uphold your trust

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SEBI Registered

WHAT WE DON’T DO?

WHY OUR PORTFOLIO?

Here is why our portfolio is better than equity Mutual Funds & Index Funds

chart-aug-2022

Source: Sukhanidhi Investment Advisors

Note: Our elite equity portfolio has generated a 26.01% CAGR (excluding dividend and bonus) in the last decade (10 years). Where in equity (Flexi-Cap) Mutual Funds 14.82% return and Nifty 500 Index has delivered a CAGR of 14.83% as on 2nd August 2022 respectively. However, to be conservative, we are expecting around 15% CAGR(excluding dividend and bonus). There is no guarantee of returns and it is subject to prevailing market conditions.

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WHAT OUR CLIENTS SAY?

Let me be very clear why i choose to provide 4 instead of 5. Till now the service and response has been fantastic. Vinayak understands the personal stand where you are in the current times and gives you the conservative return outlook on our investment targets. There is no overconfidence or flaunting in the return expectations. Since the investment is an long term cycle, i may want to experience the portfolio performance by the end of 2 or 3 years before i give full marks to Vinayak. Till now the performance is as per the advisory received from him. But i have seen his commitment, his advisory posts on Moneycontrol and also on Whatsapp status messages. He always sticks to basics and takes long term outlook and conservative investment style/advisory. Theoretically the returns has to be more than the conservative outlook and my fingers are crossed.
Darshan Krishnamurthy
IT Consultant, Bengaluru

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