Curating a reasonably concentrated portfolio of ‘high conviction’ stocks in large-cap, mid-cap, and small companies and nurturing the investment over 3 to 5 years.
Concentrated portfolio of high conviction businesses
Key Attributes
Inception Date: 1 Jun 2019
Number of Stocks: 20
Fund Manager Name: Mr. Rakesh Doshi
Fund Manager Qualification: He has over 25 years of experience as a Chartered Accountant. He holds a B. Com, Chartered Accountant (1996, ICAI) and is also a Wealth Manager (ICAI).
Fund Manager Experience:
With over 20 years of expertise in Indian equities, he brings to the profession discipline, vigor, passion and an ability to identify winners. He has also established his reputation as a devoted philanthropist and proponent of higher education.
Investment Objective
Investment Strategy
- Investing in simple business with competitive moat, high margin of safety, prudent leadership and most important with clean corporate governance and benefit from long-term compounding in such good businesses over 3 to 5 years or longer.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
Book a call with our Experts 