Long term opportunities for wealth creation

Key Attributes

Inception Date: 20 Jul 2017

Number of Stocks: 12 - 15

Fund Manager Name: Mr. Sandeep Jain

Fund Manager Experience: Total Experience: 27 years + with organisations like Ambit Capital, Morgan Stanley Private Wealth Management , India Nivesh etc.

Fund Manager Qualification: Management Graduate from Pune University

Fund Manager Accolades: Mr. Jain has wide body of experience across various leading organisations and has a natural knack for capital markets, he has held leadership roles in marquee organisations including Morgan Stanley Private Wealth Management. In his last stint he was the MD and CIO of IndiaNivesh.

Investment Objective

Emphasis on long term opportunities for wealth creation. Capital allocation across various businesses in this strategy ranges across sectors with strong brand franchises. This strategy is looking to buy businesses growth phase or those on the cusp of a strong turnaround due to favourable business environment. Managements that adhere to high standards of corporate governance, businesses with strong growth opportunities and clean balance sheets are some of the other traits we look at before picking a stock.


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