To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.
Large and Mid Cap in equal doses to create multi year growth
Key Attributes
Inception Date: 01 April 2018
Number of Stocks : 19
Fund Manager Name: Sheetal Malpani & Sudhanshu Asthana
Fund Manager Experience:
Mr. Sudhanshu Asthana has more than 20 years of experience in fund management wherein he has handled both large and small-sized funds. His last stint was with Axis Mutual Fund as a Senior Fund Manager. Prior experiences include Barclays Wealth India, SBI Fund management and Quantum Asset management. At Tamohara, his primary responsibility is steering the business and guiding the Investment Management team.
Sheetal Malpani has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.
Fund Manager Qualification:
Mr. Sudhanshu Asthana holds an M.A. in Economics.
Sheetal Malpani is a post-graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation
Portfolio Objective
Portfolio Strategy
Multi-cap ideal mix 50:50 in large & midcap / exit when fair value targets are achieved / invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
