The Indian Equity Markets have been really kind offering gains on a platter

The Indian Equity Markets have been really kind offering gains on a platter….just have a look at the actual gains in the last three months in client portfolios….how do we maintain this momentum for the rest of 2014 ! ?…or should we just make Hay while the Sun Shines !? ūüôā

Outstanding Equity Portfolio Performance from April to June 2014

 

Points to Note :

  • ¬†This relates to Personal Clients who acted instantly and completely on advice
  • ¬†It does not involve any Derivative or Intra Day Play
  • ¬†To maintain such a high return consistency going forward will be difficult
  • ¬†Tactical Strategy was deployed to concentrate on a few fundamental selections while adhering to the client’s risk profile
  • ¬†Smaller Portfolios have limited flexibility to accommodate more ideas ¬†and better weightage
  • The Selection Basis is purely fundamental and not based on technical analysis