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Portfolio Management Scheme
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At Angel, we offer you a choice of two different schemes, each catering to varying wealth creation goals and risk-appetites. Depending on your risk-appetite and the type of investor you classify yourself as, you can choose one (or a combination of two or more) of these schemes.
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Angel Evergreen Large Cap Portfolio
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Objective
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INVESTMENT STRATEGY
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Endeavour to provide capital appreciation over the medium to longer term by predominantly investing in companies having large market capitalization.
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Principles of Value and Growth investing followed
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Focus on Capital preservation
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Impetus to low-risk high-return stock, by capturing the complete up moves in the stock
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Bottoms up stock picking is the key to generating alpha. Manager carries out extensive research to select companies mainly on its individual merits that offer higher growth potential.
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Diversification of portfolio across sectors and businesses in order to avoid excessive concentration in a single sector or stock
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Disciplined, long term & patient portfolio management approach
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Active Portfolio management, with continuous risk management of the portfolio along with realigning it with newer opportunities for superior returns. Profit booking at opportune moments
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The key parameters-
- Strength and quality of Management and Promoters
- Business Model
- Valuation – The appropriate price at the time of entry and exit
- Future Growth prospects
- Industry Growth
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Investment Horizon
- Investment horizon: 18 to 24 Months
- Risk: Moderate
- Return: Moderate
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Fund Manager: Rajen Shah. Chief Investment Officer. Angel Broking
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Experience: 12 yrs Equity Research (Indian Markets), Portfolio Management at Angel Broking since inception of PMS.
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Angel Lotus Portfolio
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Endeavour to create Wealth over the medium to longer term through investments in equities, across market capitalization by focusing solely on Fundamentals of the companies with blend of Value and growth investing.
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Principles of Value and Growth investing followed
- Focus on Capital preservation
- Impetus to low-risk high-return stock, by capturing the complete up move in the
stock by cherry picking them at a very nascent stage.
- Be contrarian at times and bet on unknown & unpopular businesses having potential
to deliver much superior returns
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Stock picking based on hidden valuations, rather than on absolute market capitalization
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Suitable for medium to high risk investors, with a long- term perspective
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Seeks to capture value by investing during the early stages of the growth cycle
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Active Portfolio management ,with continuous risk management of the portfolio along
with realigning it with newer opportunities for superior returns.
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The key parameters-
- Strength and quality of Management and Promoters
- Business Model
- Valuation – The appropriate price at the time of entry and exit
- Future Growth prospects
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Investment Horizon
- Investment horizon: 18 to 24 Months
- Risk: Moderate
- Return: Moderate
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Fund Manager: Rajen
Shah. Chief Investment Officer. Angel Broking
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Experience:
12 yrs Equity Research (Indian Markets), Portfolio Management at Angel Broking since
inception of PMS.
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Risk Factors
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Download Forms
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PMS
Newsletter
Information revolution has created a plenty of problem for most of us as it rides
on the back of pink papers and ever increasing business news channels which are
constantly jostling for our mindshare. While surplus information is usually an advantage,
it also presents its own set of peculiar challenges in the form of seemingly contradictory
viewpoints which often pose more questions than answers.
Spectrum implies a broad range of conditions, behaviors, or views that are grouped
together for ease of study. It is therefore apt that we refer to our PMS newsletter
penned by our Fund Managers every month as “Spectrum” as it attempts to distill
information, synthesize opinions, and crystallize thoughts to make a coherent sense
of the market discourse. We hope that Spectrum meets your expectations as it delivers
a crisp synopsis of the news, views and events affecting the market. However we
wish to leave the last word to you as we await your suggestions and feedback to
make to it more relevant.
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PMS Helpdesk :
Call: (022) 2921 1434, 3941 3940.
Email: pmshelpdesk@angelbroking.com
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