What: A Portfolio of 5 Stocks based on Fundamental Analysis of value investing .
Whom: Mid-to-Long term Investors.
Ideal for: Investors who wish to invest for Mid-to-Long term in equity market.
Product Description: To get the exposure in the companies who have monopoly in their industry or has created an artificial monopoly in their segments. The Indian market is not a monopoly as industry has several participants, making it a competitive market though brand can grow to the point that people only desire the specific product, giving them a monopoly or a significant market share over competitors.
Features:
Minimum Investment: INR 50,000
Risk Suitability: Low
Recommendation Frequency: Once (5 stocks)
Delivery Medium: Email
Follow up: Monthly report with performance update (rebalancing if any)
Holding Period: 6-12 Months
Valuation Time Period: 12 Months
*Inclusive of complaints of previous years resolved in the current month/year.
#Inclusive of complaints pending as on last day of the year.
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Data is updated on or before 7th of every month.
**ATR submission date has been considered as the date of resolution of the complaint by IA-CapitalVia.