Investment Philosophy

Hedge Conservative Portfolio is designed for investors who seek some modest potential increase in the value of their investments and are willing and able to accept some limited volatility in the capital investments. As such this portfolio is designed as a long term defensive portfolio designed to provide a real return after inflation and taxes in line with an investor’s conservative risk profile, while providing the most protective cover possible. The portfolio implements detailed fundamental analysis and long term technical indicators to ensure that investor’s funds are invested in reliable and competent manner in securities which have a history of providing stable and secure returns.

In keeping with this philosophy, we have designed this portfolio on some basic principles which are summarized below,

• Stock Selection is made through detailed fundamental analysis of the securities.
• Investments are made in equities, debt instruments, gold ETF’s, and other instruments.
• Opportunity cost on idle cash is managed through efficient management and exposure on mutual funds and other debt instruments.
• Investments are made with a view to buy and hold, but to take advantage of short term gains a moderate churn ratio will be maintained.

Investment Process

Evaluation and analysis of,

• Company Financials
• Valuation
• Financial Ratios
• Cash Flow Generation
• Net Profit Margins
• Debt to Equity Ratio
• Sector analysis and future prospects using both fundamentals and technical indicators.

Portfolio Construction

• This portfolio assigns a slightly higher weightage to equity instruments but still maintains a conservative bias.
• Investments are spread across Equities, Debt, Gold ETF’s, and other Liquid Investments with the purpose of generating a real return after inflation & taxes.

Who can Invest

• Resident Indians
• Non Resident Indians
• Corporate Institutions

Minimum Investment: Rs.Five Lakhs.

Mode of Corpus: Introduced by way of Cash only

Our PMS Service offers various features such as:

• 24 x 7 Online Access
• Performance Reports accessible via our secure website
• Transaction & Holding Statements
• Trial Balance & Other Financial Reports

To talk to a Hedge Wealth Management Specialist, please email us at wms@HedgeEquities.com or call +91 9349 0975 04