The Indian Equity Markets have been really kind offering gains on a platter….just have a look at the actual gains in the last three months in client portfolios….how do we maintain this momentum for the rest of 2014 ! ?…or should we just make Hay while the Sun Shines !? 🙂
Points to Note :
- This relates to Personal Clients who acted instantly and completely on advice
- It does not involve any Derivative or Intra Day Play
- To maintain such a high return consistency going forward will be difficult
- Tactical Strategy was deployed to concentrate on a few fundamental selections while adhering to the client’s risk profile
- Smaller Portfolios have limited flexibility to accommodate more ideas and better weightage
- The Selection Basis is purely fundamental and not based on technical analysis