We follow the Bottom up approach to investing. This implies selecting quality stocks based on the above-stated parameters. While sectorial growth is considered, we prefer to move from stock selection up to sectorial analysis.
Here is our broad 5-step research process:
OUR BROAD 5-STEP RESEARCH PROCESS
Investment Universe
Our investment universe comprises of stocks forming the Nifty 500 index. This index is broad-based and comprised of quality stocks from various sectors.
Proprietary Quality Screening
We have a proprietary quality screening process for every stock that is eligible for analysis. Our rigorous screening parameters filter out the under-performers leaving investment-worthy stocks with strong fundamentals and positive outlook.
Qualitative Research
We re validate our stock selection with qualitative research comprising analysis of financials, background check of management/promoters, business outlook, etc.
Channel Checks
We further confirm our universe of filtered stocks Investment-worthiness through Scuttlebutt analysis, which implies talking to all kinds of people related to the company.
Our High-quality Advisory Portfolio
Our overall screening and filtering process results in a unique concentrated portfolio of 10-20 high quality businesses (Stocks) that have met our rigorous parameters.
WHOM IS IT SUITABLE FOR?
Our services are ideal for investors looking to create wealth over the long term. We strongly believe in ‘time in the market’ and not ‘timing the market’. Investors looking for support in terms of building their portfolio and monitoring it while transacting independently would find our services an ideal fit.
“An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
