Personalized Equity Portfolio
Investing is personal and differs from an individual to another. There is no one size fits all approach. This is applicable when deciding the asset allocation across stocks, bonds, real estate, etc.
When it comes to stocks, curating an effective portfolio from the listed universe of 5000 stocks seems a daunting task. This is where we help you to make a portfolio.
Many investors aspire to identify good investment opportunities at an early stage. It is really a great experience to watch your conviction come true. We have been through this cycle many times and have made a formal model on how to identify such scrips. In our experience, identifying good opportunities is relatively easier, but waiting for sufficient time is a difficult task. Quick gratification is what most investors succumb to sooner or later. In order to sit on a good investment opportunity, building conviction is important. Through this portfolio consulting service, we share our experiences with you and help you build conviction for your portfolio.
How it Works?
Investment rationale: We assess the recommended stocks on 25+ qualitative and quantitative parameters. The investment rationale is based on these parameters and some macro industry-specific factors.
Stay updated: Once you finalize the companies you want to invest in, we note these down. We will intimate you, whenever there are any noteworthy updates in these companies
Reallocation: If your investee companies have any fundamental change, we recommend you to switch from that company and suggest an alternate company.
Frequently asked questions
Custom Equity Portfolio
Why custom portfolio?
Investing is personal. Every individual has a different risk appetite and expectations of returns. A custom portfolio helps in knowing your risk appetite and accordingly selecting investee companies. Borrowed conviction is dangerous and should be avoided. In the custom porfolio service, we help you build conviction towards your picks.
Is a custom portfolio worth the effort?
If your objective is to make wealth in the long term, then YES! A custom portfolio is worth the time and money spent. If your obective is to generate an Alpha over the index/ fixed income instruments, you will be better-off with a mutual fund. We can help you with mutual fund selection as well!
How frequently should I churn my portfolio?
Churning is not very good. However, there are few events when you should have no second thoughts about churning. Here are some of the events which should be taken very seriously:
How is Tequity different from other IFAs?
We focus on helping our clients acknowledge the risks in investing. Returns from stock markets are extremely overrated, but the accompanying risks are not adequately spoken about. Our firm belief is that if you invest with a margin of safety, you are bound to beat the markets in the long term.