Creating Sustainable Wealth through Research-backed investments

Key Attributes

Inception Date: 01 Apr 2013

Number of stocks : 20

Fund Manager Name: Sachin Shah

Fund Manager Experience:

Fund Manager - Emkay Global Financial Services (Nov'11 - Present),

Portfolio Manager - J J Bhabhera Share Brokers (Jan'08 -Oct'11),

Vice President - PMS (Feb'01 - Dec'07).

Fund Manager Qualification:

He has done B.com from Narsee Monjee and CFA from ICFAI.

Investment Objective

It is a multi-cap portfolio that aims to identify companies with the potential to build wealth over an investment horizon of 3-5+ years.

Portfolio Strategy

Bottom-up stock picking across the market cap & sectors

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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Don’t Just Invest. Make an Informed Decision.

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