Frequently Asked Questions
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What are the reports I will receive as a PMS client?
Quarterly reports provide key updates on portfolio performance, holdings, transactions, dividends, and fund manager commentary.
A quarterly report will be provided when you invest in PMS, which will include:
- Macroeconomic commentary by the Fund Manager
- PMS investment account holdings and transactions statements
- Dividends and income information
- Any other pertinent information regarding the PMS services
What are the reports I will receive as an AIF client?
Quarterly AIF reports include fund manager commentary, portfolio summary, holdings, and other relevant investment updates.
A quarterly report will be provided when you invest in AIF, which will include:
- Macroeconomic commentary by the Fund Manager
- Account Portfolio Summary
- AIF investment account holdings
- Any other pertinent information regarding the AIF services
What are the tax implications of investing?
The LTCG tax rate is set by the government and is currently 12.5%.
Long-term capital gains tax rates are set by the government from time to time. Currently, the LTCG tax rate is 12.5%.
What is your investment philosophy?
We focus on fundamentally strong, undervalued companies.
We follow a value investing approach, focusing on companies that have strong intrinsic value but are undervalued due to temporary factors.
Do you invest only in large-cap companies?
We are market-cap agnostic, investing across large, mid, and small caps based on fundamentals, following a SEBI-defined Flexicap approach for long-term growth.
No, we are market-capitalization agnostic. We invest in large, mid, and small-cap companies based on their fundamental strength and potential for long-term growth. Technically we follow a Flexicap approach as defined by SEBI.
