Core Investment Product

This product is a fusion of value & momentum investing where we invest in businesses that are undervalued by market participants & give strong technical breakouts. Capital protection is as important to us as return on investments.

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600+

Happy Clientele

5+

Value added services

>12

Holding Horizon (months)

Advisory Product Details

Diversification

Diversified into multiple sectors

Target Market Cap

Multi-cap

Time Horizon

1.5 - 2 Years (Long Term)

Number of stocks (annually)

15-20

Exit calls will be provided

Fees & Period

₹31,199/12 months

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Max Exposure to a stock

upto 10%

Benchmark

BSE 500

Reporting

Monthly Performance Statement

Sample Report

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Investment Philosophy

01

Financials

Growth Visible > 15% For Next 1-3yrs
D/E < 1.6
Positive Cash Flow Outlook
Sustainable ROCE/ROE

02

ScuttleButt

Meeting Managements
Connecting With Dealers and Suppliers
Meeting Industry Competitors
Conference Calls

03

Technicals

Sectoral Index Breakouts
Multi Year Breakouts
Surpassing Crucial EMAs
High Volume Spurt along with Delivery percentage
52week & ATHs

04

Moat

Competitive Edge
Sectoral Leadership
Management Pedigree
Large Addressable Market Size

Things we avoid
in our Investments

Corporate Governance Issues

Highly Pledged

Expensive Valuations

High Leveraged Balance Sheet

No Business Growth Visibility over 2 years

What our clients say about us

"I am thrilled with the outstanding services and results I've experienced with Finterest Capital. Their expert, Nikhil Oswal, has provided excellent guidance and dedication to maximising returns on my investment, exceeding my expectations. I have full confidence in his capabilities and would recommend their services to anyone looking to grow their wealth through equity investment"

Paras R Mokani

Director Wunderkraf Paperware

FAQs

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