Valcreate

Valcreate Investment Growing India Strategy


Key Portfolio Attributes

Inception Date: 08 June 2018

Number of Stocks: 21

Fund Manager Name: Mr. Rajesh Pherwani

Fund Manager Qualification:

Rajesh Pherwani began his investment career in 1996 with HDFC Ltd. He has been an investment analyst during his initial years and a Head of Research and Fund Manager in the later years. During his career, he seen multiple market and economic cycles and have identified multibaggers along the way,he has worked with large institutions such as HDFC Ltd., HDFC Mutual Fund and L&T Mutual Fund, as an integral part of their investment teams

Fund Manager Experience:

The overall 23+ years of experience of Rajesh Pherwani in the investment field has given a strong foundation to the investment processes of Valcreate.

Investment Objective

Under this strategy there would be no market cap preference and it would be sector agnostic. This strategy involves investing in companies which benefit from the strong growth in the Indian economy. It would categorise as a moderately aggressive portfolio.

Investment Philosophy

Investment Philosophy the regulatory environment, and economic sensitivity. Analyst(s) develop a robust knowledge of the economic, political and international situations that affect the industries under study.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions