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Investment Philosophy
The Investment philosophy is designed with an intent to place our PMS among one of your core portfolios which shall deliver steady returns over long term. We think for holdings to qualify as core, the stocks need to have following attributes:
- Strong and focused businesses run by
- High quality management
- Having a long run way ahead
- Built on concentrated positions
- Lastly, the portfolio also needs to be diversified from risk perspective
Hence our value creation process follows a distinct chronology of evaluation of Business, then Management assessment and only if these two are met, we look at Valuation. We call it the B-M-V philosophy.
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Who can benefit from Equity Portfolio Management Services?
We are focused on the special needs of select High Net-Worth investors, who would have:
- Interest and confidence in Indian equities and are interested in structuring a personalized investment program as a part of their wealth management plan.
- Higher risk appetite and medium to long-term perspective.
- Seeking above-average returns with an investment horizon of 3 to 5 years without being distracted by volatility and market momentum.
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Our Portfolio Strategies
S & S Market Investment and Planning offers various portfolio management portfolio strategies which will satisfy the needs of investors to build a strong equity portfolio with a medium to long-term horizon.