INVESTSAVVY – ALPHA PMS


Key Portfolio Attributes

Mr. Ashish Goel

Inception Date: 26th April 2022

Number of Stocks: Up to 25

Portfolio Manager’s Name: Mr. Ashish Goel

Portfolio Manager’s Experience: 25+ years of experience in the financial markets

Portfolio Manager’s Qualification: MS in Computational Finance from Carnegie Mellon University (class topper),IIM Calcutta (rank holder),IIM Calcutta (rank holder)

Investment Objective

The investment objective of Investsavvy Alpha PMS is long term wealth generation.

Portfolio Strategy

The investment strategy of Investsavvy Alpha PMS is:

  • Concentrated (Max 20 businesses)
  • Market-cap Agnostic (Invest wherever there is value. Present portfolio is bent towards mid/small cap)
  • Sector Agnostic
  • Single Portfolio (Only 1 Portfolio/Scheme, Focused)

Investment Philosophy

The investment objective of Investsavvy Alpha PMS is that companies with a compelling business story & having strong, competent & honest management are most likely to do well in the long term. Once they have identified prospective companies which meet the above criteria, they then use internal metrics to help in taking investment decisions.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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