Intuitive top-down overlay on a selection of good and quality stocks

Key Attributes

Inception Date: 4 Sep 2017

Number of Stocks: 10 - 25

Fund Manager Name: Mr. Sanjeev Patni

Fund Manager Experience:

Director - RBS Equities/CIMB Securities (2011-2015); President - Prabhudas Lilladher (2010-2011); Head Equities - Centrum Capital (2009-2010); International Portfolio Manager - Zesiger Capital Group, New York (2005-2008); Executive Director - ICICI Securities Inc, New York (2001-2005); Managing Director - B&K Securities (1998-2001); Head Research - W.I. Carr (1994-1998); Fund Manager - SBI Mutual Fund (1990-1994)

Investment Objective

Long term alpha generation with moderate risk

Investment Strategy

Long term alpha creation is best achieved through allocating capital using intuitive top-down overlay on a selection of good and quality stocks acquired at mispriced undervaluation.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

imageBook a call with our Experts

Don’t Just Invest. Make an Informed Decision.

We're on Youtube