WEALTH MANAGEMENT  DETAILS



Quality Management, Quality Product and Longevity.
We study last 10 years operating history and balance sheet of the company.
Company sales growth and volume growth Should be above 20% + YoY.
Company Should have growth of 2x than GDP Every year.
Totally Debt free balance sheet.
Promoter should have higher stake in the company.
Net profit and Operating Cash Flow growth should be above 25% +.

All the above parameters filter the listed space of approx 6500 stocks to about 45 stocks. This is not the end. The end objective is to build a focused portfolio of 7 to 8 companies, so that these companies become day in day out our companions on which we carryout further research and keep a unique watch on both Financial and Non-financial aspects.

Annual Growth Rate in %               10-11 11-12 12-13 13-14 14-15 15-16 16-17 17-18 18-19 19-20
Nifty 50 11.14 -9.23 7.31 17.98 26.65 -8.86 18.55 10.25 14.93 17.58
Wealth Management 48.89 18.92 41.38 64.99 89.45 -7.26 42.78 28.92 34.81 39.34
Nifty 50 CAGR Returns From last 11 Years = 16.37%
R.B.W.M. CAGR Returns From last 11 Years = 40.21%
What one buys is very important. However, how much one buys is 10 times more important. Most successful investors have created 90% of their wealth in just 2-3 businesses and our wealth management also agrees with it and follows a strategy of high conviction portfolio of 7 to 8 stocks

Management Plan                                                                         Management Fees Expected Returns Profit Sharing*
Lump sum For 5 Years 15% 200% 40%
Lump sum For 3 Years 10% 100% 40%
Lump sum For 1 Years 15% 200% 40%
SIP For 3 Years 5% 50% 40%
(* Profit Sharing is applicable only on the profit of above Expected Returns for respective plan.)

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