Wow ! we have exceeded Clients and even our Own Expectations from end 2012 to November 2014
Sensex & Nifty have climbed @ 50% in @ Two years and Returns in Clients Equity Portfolios have been over 2x and 3x these Sensitive Indices!
This is on Delivery Basis & without any Derivative Play ! …and we don’t guarantee even 1 % returns
As we say three key reasons for such an outperformance across Risk Profiles & Portfolio Size
- Clients unflinching faith in us
- Kind Markets
- Superb Fundamental Stock Selections picked up early
Of course we missed quite a few ! but let’s not get Greedy here !…and I’m sure quite a few out there have a great Story to tell on the returns they have made these past two years !
Though 2015 and beyond looks highly promising it will be a challenge to match or even surpass this performance in one or two years
Some of the Selections that we picked on the Ground Floor & rode all the way up the Skyscraper were
- National Buildings Construction Co
- Thinksoft (now SQS India BFSI)
- Sterlite Tech
- Pennar Ind
Such Gains has even inspired a Conservative Client to say ” Get Aggressive !”
We have had to calm them down saying that the discipline of Asset Allocation is vital to protect wealth while growing it
You Guys need fundamental help with your Equity Portfolios simply connect with us ?