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In today's intricate and volatile market your investment
requires constant monitoring and attention. The demand made
on your time and energy by other business may not leave you
with capacity to attend to your personal portfolio with the
degree of care you deem appropriate. We at KARVY understand
your situation and offer PMS services taking the same level
of care and attention you would devote to monitoring your
portfolio.
GreenWallet is an endeavour specially designed by
Karvy to enhance the wealth of a niche segment of investors.
This service primarily meant for HNIs (High Networth
Individuals) offers customers a wide range of schemes. These
unique schemes seek to achieve higher returns through broad
based participation in equity markets. This is achieved by
creating a diversified equity portfolio of small, medium and
large capitalized companies. |
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Investment Philosophy
The GreenWallet investment philosophy is guided by two doctrines – capital preservation and generation of steady long-term returns. This is achieved by following a stringent research process, which is vital to long-term investing. In the stock selection process business, management and valuation are the three most significant aspects that are considered.
Management meetings are an integral component of our research process, enabling KARVY to stay abreast of industry trends.
Besides, diversification and discipline are maintained across sectors and stocks, with no more than 20-25% invested in any one sector and no more than 10-15% in any one stock. Also the number of stocks is restricted to 20-25 to maintain a focused portfolio.
Investment Foundation
2. Stock Selection
- Management Quality
- Earning Growth
- Valuations
- News Flows
- Timing
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3. Portfolio
Construction
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Focus on:
Objectives, Approach
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Security
Selection
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Concentration
/ Weights
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Portfolio
Beta
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1. Sector Selection
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Government
Policies
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Stage of
Business Cycle
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Future
Profitability
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Global/Domestic
Linkages
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Identified
favored sector
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5. Risk Management
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Portfolio
Risk
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Operational
Risk
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Residual
Risk
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4. Portfolio
Rebalancing
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Tactical
shifts: Large Vs Mid cap
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Tactical
shifts: Stock Vs Cash
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Buy-side
Triggers
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Sell-side
Triggers
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