The portfolio aims at holding 20-25 stocks positioning for 15-20 days holding period aiming at income generation
The stock advisory will be provided through telegram channel sharadmishra.com
On a daily basis 1/2 or more stock investment strategies are published on telegram channel, clients can keep any 20-25 stock positions in their portfolio and keep adding the stock as they exit previous positions to maintain stock portfolio size of 20-25 stocks
INVESTMENT METHOD
Stocks screened through fundamental analytics screener(s) majorly from investment universe of NSE 500, however stocks might be from outside NSE 500 also
Derivatives & Technical analytics applied on investment universe culminates into investment strategies
PORTFLIO PERFORMANCE BENCHMARK & RATIONALE
Portfolio Benchmark is NSE 500, however stocks might be from outside NSE 500 also
NSE 500 index consist of top 500 listed companies covering all major sectors in the Indian economy thus providing a broad representation of the listed companies
RISK FACTORS
Invest Smart advisory stock PMS is aimed at investors willing to accept higher than average investment risk, requiring significant periodic income from investments and do not have any need for capital growth.
Investor understands that short term investment strategies executed on income portfolio rather than growth portfolio are meant to be exited within stipulated time frame. Thus, they hold probability of failure, which is less, but they occur, and stock investments are exited in loss. Thus, investors are exposed to risk of capital depletion in an income portfolio.
Full Autonomy: portfolio manager has the
exclusive right to make investment
decisions, execute trades, and
implement changes in the portfolio
without the need for explicit consent
from the investor.
Quick Decision-Making: DPMS allows
for swift decision-making and execution
of trades, which can be especially
advantageous in dynamic market conditions.
Professional Expertise: Investors who choose
DPMS benefit from the portfolio manager's
professional expertise, as they rely on the
manager's skills and experience to optimize
returns while managing risk.
Investor Collaboration:
There is no investor right
as investor has given POA
To fund manager
Profit Sharing and Brokerage
Charge structure:
Extremely compromised
structure which is difficult
to understand and not
shared by PMS frequently
Growth Portfolio:
Fund Manager's doesn't
appreciate periodic profit
and applies exit load as
looking for 8-10 yrs+ holding
period for each stock
Non-Discretionary PMS
Restrained Autonomy: Portfolio manager doesn't have
Same
Same
Same
Investor Collaboration: NDPMS involves
a partnership where the investor actively
participates in the decision-making process.
The portfolio manager offers suggestions,
but the investor retains the authority to
approve or reject these recommendations.
Enhanced Control: Investors in NDPMS have a
greater level of control over their investments
compared to DPMS. They are actively engaged
in the investment decisions, which can be
beneficial for those who want to be involved
in the process
Risk Mitigation: NDPMS allows investors to
Carefully evaluate recommendations, potentially
reducing the risk associated with unexpected
portfolio changes
Highly Customizable: This type of PMS is ideal for
investors who want a highly customized and
individualized investment approach, as they have
complete authority over their portfolio
Same
Same
Advisory PMS
Restrained Autonomy: Portfolio manager doesn't have
Same
Same
Same
Same
Same
Same
Profit Sharing and Brokerage
Charge structure:
Fund Manager is neither
stock broker not custodian
custodian of client's funds;
since there is no POA given,
client shares Fund Manager's
fees post booking capital gains
sharadmishra.com Invest Smart:
Since fund strategy aims at income
generation, thus client is free to
book capital gains as and when its
10% or more
Invest
