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Our Portfolio Management Philosophy
In association with Val-Q (Value in Quality) Investment Advisory Pvt Ltd, which holds a SEBI license to carry out Portfolio Management Services (PMS), we strive towards value creation for our clients, by investing in good quality Indian companies, after undertaking rigorous financial & investment analysis.
Disciplined Investments, Client Centric approach & a strong belief in a ‘Win-Win Situation’ defines our Portfolio Management philosophy.
Our Model Portfolios include the Val-Q Large –Cap Blue Chip Fund that is geared towards long-term capital appreciation by identifying 20-25 large caps with emphasis on companies having stronger balance sheets and excellent market positioning. Similarly, for designing the Val-Q Mid-Cap High Quality Fund Portfolio, we pick 25-30 mid/cap small cap stocks having strong fundamentals than can generate high returns.