Investment Strategy

We provide Custom tailored Portfolio management based on your Investment Objective, expected ROI (Return on Investment) and Risk tolerance. Our Investment strategy is similar to "gardening" and follows a 3-step process as follows:

  • Sow the seeds: We identify the Individual Companies or specific sectors based on your goals and risk profile.
  • Build and Manage: We start small and then grow into a full position as and when we get opportunities. A typical build process would be 10%-15%-25%-50% to complete 100% position. For individual companies, we typically cap at 5% of the overall portfolio. For specific sectors, we cap at 20% of the overall portfolio. We always look out for "weeds" and uproot them in a timely manner so that the overall beauty of the garden (Portfolio) is not compromised
  • Reap the fruits: We sell covered calls on a regular basis to enhance the overall returns on Investments. Based on how much juice is left, we sell covered calls accordingly. If there is more juice left we will sell "Out of the Money" calls but if there is not much juice left then we would sell "In the Money" calls and so on