i-Wealth Fund 1 CAT III AIF

i-Wealth Fund 1 CAT III AIF

Key Portfolio Attributes

Inception Date: June 2018

Number of stocks: 15-20

Fund Manager Name: Mr. Bharat Jain

Fund Manager Experience: 20+ years of experience in investment and trading in the Indian Equity markets.

Fund Manager Qualification: Bachelor’s Degree in Commerce from Mumbai University/Sydenham College and a CFA level II Certificate from the CFA Institute, USA

Investment Objective

Generate risk-adjusted return for the clients by investing in the Indian equity market.

Portfolio Strategy

Strongly believe and work on CQPR:
C- Cyclicality
Q-Quantitative Audit
P- Processes
R-Risk Management

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Book a call with our PMS AIF Specialists

Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

Book a Call with our Specialists

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