Geplpms Growth New[1]

8/6/2019 Geplpms Growth New[1]

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P tf li M t S iortfolio Management Services

Growth Portfolio


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About Portfolio Management

Realizing the fact that every individual has a different approach toinvestments in terms of risk and return, the latest trend in the market is tohave a customized management of portfolio

As per the comfort zone of the investor, appropriate schemes are chosen forinvestments

CRUX OF PORTFOLIO MANAGEMENT

The Key advantages of PMS could be summarized as:

Professional management of the Portfolio

Operationa ree omRegular reviews of StocksRegular reporting

Call: (+91) (22) 66182400


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Product in the Offering

Growth Portfolio aims to generate capital appreciation for the portfolio, byinvesting in a concentrated basket of stocks with an endeavour to earnsuperior returns for the investor

Bottom-up identification of stocks with the help of disciplined, fundamentalanalysis to identify companies with favourable industry dynamics & strongearnings visibility

The principle lies in investing in stocks that demonstrate signs of above-

average growth with stable/increasing margins, yield a high return on, ,

thus, appreciate in value

Asset allocation: Not more than 20% of the Corpus in a particular industry

an no own ng more an o e any company s pa up cap a .

Call: (+91) (22) 66182400


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History Repeats .and so do Recommendations !!

The very fact that the stocks are picked only on high conviction levels of growththere have been recommendations that have been repeated with a potential upside.

Example:

Whirlpool

Date Reco Price Target Price- -

10-Aug-2009 67 100

28-Sep-2009 108 151

Quoting at around Rs 255 our conviction still holds true and we still recommend a bu on the stock

- ay

Call: (+91) (22) 66182400


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Our Strategy - Systematic Investment Plan

Believing in the concept that NEVER MARRY A STOCK we have a systematicstrategy for booking profit at every level in the portfolio

Strategy:

We believe in following a disciplined strategy that would gradually lead tor ng ng own e average uy ng cos o e nves men s, recover e n a

investment and thereby finally hold value stocks Free Of Cost (FOC)

No. of Shares Market Price Amount WeightedPrice

1000 100 100,000 100

-200 125 -25,000 94

-200 156 -31,250 73-200 195 -39,063 12

400 4,687

* All at the discretion of Fund Manager

Call: (+91) (22) 66182400


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Reviewing the Portfolio - an Important Criteria!!

Once the investments are done the most crucial aspect of portfoliomanagement is to monitor the portfolio

We would have constant reviewing and monitoring of the portfolio done tocover up all the economic, industrial and event based fluctuations that wouldeffect the stock performance

There would also be a regular evaluation of the stocks by interacting withthe management on regular basis, keeping a track of the current and future

expected performance by the company

The expert investment committee shall always closely watch the portfolio forany deviations whether positive or negative and take appropriate decisionsin the interest of the investor

Call: (+91) (22) 66182400


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Investment History

Our past performance

Month Absolute Monthly Returns v/s BenchmarkGrowth Portfolio Nifty Index

. .

Three Months 9.21 % 1.70 %

Six Months 33.34 % 10.28 %nce ncep on . .

The performance figures are as of 31 st July 2010*The Portfolio has commenced from Au ust 2009

Call: (+91) (22) 66182400


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Abstract

Portfolio in Offering Growth

Portfolio Type Discretionary

Investment Horizon Minimum 1 yearCorpus Minimum 5 lacs

um er o s oc s re era y

Asset allocation/ class of investments Mid caps + Large caps

Fee Structure Management:1.5% p.a. payable quarterly

Other fees: Custody charges, brokerage,statutory levies, charged on actual basis

(Based on High Water Marking

concept)

More than 20% : there would be 20% sharingon excess returns

Lock-in Period 1 year

Entry / Exit load Nil

Call: (+91) (22) 66182400


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Back Office Details

Documentation required

1. Know Your Client Agreement2. Bank Account accompanied with Power of Attorney3. Demat Account accompanied with Power of Attorney4. Account activation will take 7-10 working days

Review Reports

In addition to online viewing (access to the market value of the portfolio),following reports shall be made available monthly:

. o ng s a emen2.Transaction statement3.Corporate action reports

Call: (+91) (22) 66182400


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Risk Factors

Investment in Securities is subject to market risks.The Portfolio Manager does not assure or guarantee that the objectives of

the Portfolio will be achieved.The Client is not being offered any guaranteed or indicative returns through

these portfolios.Past performance of the Portfolio Manager does not indicate its future

performance.Investors are not being offered any assurance, insurance or guarantee either

that the investment objective of the Portfolio Product will be achieved or of any indicative returns or of protection of initial corpus or of appreciation of the Portfolio through these Portfolio product.

e names o e por o o o no n any manner n ca e e r prospec s orreturns.

Please read the Disclosure Document carefully before investing.

Call: (+91) (22) 66182400


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Contact Details

Gupta Equities Private Limitedq(SEBI Reg INP000002908)D-21, Dhanraj Mahal,C. S. M. Marg,

,Mumbai [email protected]


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s no w e er you re r g or wrong a s mpor an , u ow muc money you

make when you're right and how much you lose when you're wrong.

- George Soros

HAPPY INVESTING!!

Call: (+91) (22) 66182400

Geplpms Growth New[1]

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