Rule #1 - Don't lose money.
Rule #2 - Don't forget Rule #1
- Warren Buffet

PAST PERFORMANCE
We manage two portfolios – a long-term Investment Portfolio designed for wealth creation and a short-term Trading Portfolio (including F&O products) designed to provide a regular stream of income. The Investment Portfolio has generated an Avg. Annual Return of 19.24% (May 2017 to Mar 2020), beating the Nifty 50’s Average Annual Return of -1.76% for the same period by a huge margin. On the other hand, the Trading Portfolio has given an Avg. Monthly Return of 12% (May 2019-Mar 2020). Overall, the portfolios have consistently outperformed the benchmark index and generated robust returns irrespective of market condition and cycle.
12%
Avg Monthly
Trade Return
19%
Avg Annual Investment Return
>20%
Outperformance of NIFTY 50
INVESTMENT PORTFOLIO


*Model portfolio performance for indicative and educational purposes only
*Prices as of Mar 31st 2020
*Double click the table to magnify it when viewing on phone

TRADING PORTFOLIO

