Dr equity’s focussed multi millionaire’s portfolio scheme

17
Dr Equity’s Focussed Multi Millionaire’s Portfolio Service A High Conviction Portfolio A combination of Mid & Small cap companies

description

 

Transcript of Dr equity’s focussed multi millionaire’s portfolio scheme

Page 1: Dr equity’s focussed multi millionaire’s portfolio scheme

Dr Equity’s

Focussed Multi Millionaire’s Portfolio Service

A High Conviction Portfolio

A combination of Mid & Small cap companies

Page 2: Dr equity’s focussed multi millionaire’s portfolio scheme

Highlights

� High conviction portfolio

� Recommendations from small and mid cap companies

� Highly concentrated portfolio

� Emerging companies which will graduate to large cap companies� Emerging companies which will graduate to large cap companies

� List of top 10 companies will be shared with complete analysis

� Moderate Risk : High Return

� Real time alerts, Market Updates, Result Analysis

� Dr Equity's High Conviction Top 10 Stocks

Page 3: Dr equity’s focussed multi millionaire’s portfolio scheme

Our Key Objective

• We strictly follow the buffet led principle of:

– Protection of Capital

– Moat Investing

– Healthy & consistent growth rate of the portfolio– Healthy & consistent growth rate of the portfolio

– Buying quality businesses available at below

intrinsic value

Page 4: Dr equity’s focussed multi millionaire’s portfolio scheme

Who can Subscribe

– Investors who have less time and want to manage

own their on under our guidance

– Investors looking for the expert’s hand holding in

managing the portfolio with high level of managing the portfolio with high level of

transparency.

– Investors who believe in Long Term WEALTH

CREATION by Buying Quality Companies.

– Investors who don't want to speculate.

– Investors who consider shares as buying part

ownership in the businesses.

Page 5: Dr equity’s focussed multi millionaire’s portfolio scheme

Package Features/Our USP

Best In class Research Quarterly Result Analysis

Personal Business Analyst/Assisting you to replicate our portfolio

Detailed reasoning will be shared for the recommended stock

Po

rtfo

lio

Re

stru

ctu

rin

g

Highly Qualified Experts with CFP & Finance Degrees

Regular Updates/Monthly FMMP updates

Detailed reasoning will be shared for the recommended stock

5Unearthing Multibagger Stocks

www.drequity.in

Suitable for moderate investors Moderate Risk : High Return

Po

rtfo

lio

Re

stru

ctu

rin

g

High Conviction stocks will be chosen from our research basket

Spend 30 minutes/month to get stellar returns

Page 6: Dr equity’s focussed multi millionaire’s portfolio scheme

Our Performance Speaks

FMMP returns till date..as on 12/04/2014

FM

MP

Page 7: Dr equity’s focussed multi millionaire’s portfolio scheme

FMMP v/s Sensex

84%

60%

80%

100%

Our FMMP performance since inception..

30%

-7%-12%

-20%

0%

20%

40%

Dr Equity's FMMP Sensex Midcap Index Small Cap Index

Page 8: Dr equity’s focussed multi millionaire’s portfolio scheme

Power of Equity

Invested in 100 shares at face value of Rs.100 in 1980.

Initial investment was Rs.10,000.

In 1981, the company declared a 1:1 bonus. He now had 200 shares.

In 1985, the company declared 1:1 bonus. He therefore had 400 shares.

In 1986, the company split the share to Rs.10. He thus had 4000 shares.

In 1987, the company declared 1:1 bonus. He hence had 8000 shares.

Unerathing Multibagger Stocks

www.drequity.in

In 1987, the company declared 1:1 bonus. He hence had 8000 shares.

In 1989, the company announced a 1:1 bonus. Now he had 16,000 shares.

In 1992, the company declared a 1:1 bonus. By now he had 32,000 shares.

In 1995, the company declared a 1:1 bonus. He then had 64,000 shares.

In 1997, the company declared 2:1 bonus. He now held 1,92,000 shares.

In 1999, the company split the share to Rs.2. He now had 9,60,000 shares.

In 2004, the company declared 2:1 bonus. He thus had 28,80,000 shares.

In 2005, the company declared 1:1 bonus. He came to have 57,60,000 shares.

In 2010, the company declared 2:3 bonus. He now had 96,00,000 shares.

Page 9: Dr equity’s focussed multi millionaire’s portfolio scheme

The current market price is Rs.500+ per share. The shares are valued at Rs.384 crores.

Holding Period: 33 Years

Dividend paid in last 33 years is Rs. 118 Crores

Patience & Conviction pays in the market..Another examples are..

� ITC given 2500 times returns in last 25 years, Your Rs 1 lac turned to whopping Rs 25 Crores TODAY.

Unerathing Multibagger Stocks

www.drequity.in

Similarly,

� Hero Honda given 1200 times return in last 25 years.

� Infosys given 44% CAGR in last 21 years which is more than 1000 times returns. These are few

examples likewise there are lot of companies like this which has given stellar performance.

Trick is

Buying Quality - Exercising Patience - High Conviction

Page 10: Dr equity’s focussed multi millionaire’s portfolio scheme

Our FOCUS = YOUR Success

•Our research process is highly inspired by the legends of long-term investors like Warren

Buffett, Rakesh Jhunjhunwala, Raamdeo Agarwal and the likes..

•Create wealth for our client in long term by prudently investing in multibagger small and mid cap

companies.

•Our analyst work hard day and night to find such multibagger stocks which can transforms live.

•Our aim is to provide excellent and unbiased service to the clients.•Our aim is to provide excellent and unbiased service to the clients.

•We follow the 15 filters before analysing any company..these strong filters help us to judge the

potential companies. These filters are the result of our rigorous research and experience in the equity

markets.

Below are the few highlighted filters :

1. Scalability is the main thing in a company and sector we look

2. Promoter/Management should be honest and clear

3. Financial should be sound preferably zero debt

4. Fair valuation at which the share is available

Unerathing Multibagger Stocks

www.drequity.in

Page 11: Dr equity’s focussed multi millionaire’s portfolio scheme

Our Research Filters

Our researches are backed by the following principles or call it as the

ingredients for any multi-bagger stocks:

» Great companies have a very large scale of opportunity.

» A very high quality business. Cash generating machines. Their products, business both are predictable & high margin.

» Unpopular industry unpopular companies.

» Buying at rational price.» Buying at rational price.

» Rational allocation of capital.

» Company having large market share with honest and able managers on Board.

» Companies which offer huge entry barriers in terms of Economic Moats.

» Companies which are poised to grow multi fold and eating in to competitors market share.

» High productivity of capital (Highest ROE).

» Focusing companies with a market cap of less than 5000 cr.

11Unearthing Multibagger Stocks

www.drequity.in

Page 12: Dr equity’s focussed multi millionaire’s portfolio scheme

Subscription Process

Appointment of a

personal business

analyst

Make Payment

using our secured

Payment Gateway

Portfolio

Restructuring

15

6

Payment Options

Client will

receive Login

ID &

Password

Accounts Team

will verify

payment details

Issues your

Payment

Receipt

Restructuring

2

34

12Unearthing Multibagger Stocks

www.drequity.in

Page 13: Dr equity’s focussed multi millionaire’s portfolio scheme

Subscription Charge

Dr Equity’s

Focused Multi Millionaire’s Portfolio Scheme

Subscription Charge:

• 1 year INR 11999/-

13Unearthing Multibagger Stocks

www.drequity.in

Page 14: Dr equity’s focussed multi millionaire’s portfolio scheme

1. Any action you choose to take in the markets is totally your own responsibility.

2. Cerebral Advisory Services Pvt Ltd (Dr. Equity) will not be liable for any, direct or indirect, consequential or

incidental damages or loss arising out of the use of this information. Information in this report is believed to be

correct & reliable. Information & data in this report is been taken from publicly available data. We do not

guarantee correctness of Information.

3. Stock market Investing may result in losses as well as profits. Stock Investing is not suitable for many members

of the public and only risk capital should be applied.

4. Cerebral Advisory Services Pvt Ltd (Dr. Equity) does not take into account special investment goals, the financial

situation or specific requirements of individual users.

Disclaimer

Result Update March 2014 CSLUn-Earthing Multibagger Stocks

www.drequity.in14

5. You should carefully consider your financial situation and consult your financial advisors as to the suitability to

your situation prior to making any investment or entering into any transactions.

6. If you want personal advice, then you should seek a registered investment advisor.

7. Price and value of the investments referred to in this material may go up or down.

8. This service does not assure specific amount or percentage of return and it does not guarantee number or

periodicity of recommendations either.

9. Investment / disinvestment decisions are entirely at the discretion of the subscribers and the entire

gains/losses are theirs. Hence, Cerebral Advisory Services Pvt. Ltd. or any of its employees will not be liable for

any loss suffered. (CASPL – Cerebral Advisory Services Private Limited)

Page 15: Dr equity’s focussed multi millionaire’s portfolio scheme

Our Solutions YOUR growth..

Our Value Portfolio service which helps clients build robust portfolio of High quality companies.

By investing in SMALL companies you can make huge money, trick is QUALITY Companies.

Eg:

•ITC given 2500 times returns in last 25 years, Your Rs 1 lac turned to whopping Rs 25

Crores TODAY. Similarly,

•Hero Honda given 1200 times return in last 25 years.

Manage your Equity Portfolio effectively…

Subscribe to the Best Offline PMS Service,

“The Value Portfolio” today !!

15

•Hero Honda given 1200 times return in last 25 years.

•Infosys given 44% CAGR in last 21 years which is more than 1000 times returns. These are

few examples likewise there are lot of companies like this which has given stellar

performance.

This is only possible in small cap companies which are in there high growth phase with QUALITY

management in hand.

Spend only 30 minutes/month on your portfolio to generate stellar returns...

For details visit: http://www.drequity.in

Call: +91-7665514555

March 2011Un-Earthing Multibagger Stocks

www.drequity.in

Page 16: Dr equity’s focussed multi millionaire’s portfolio scheme

For any query contact,

16

Cerebral Advisory Services Private Limited

H.O. – Mumbai

Branch Office: Udaipur

Contact: +91 7665514555

Unearthing Multibagger Stocks

www.drequity.in

Page 17: Dr equity’s focussed multi millionaire’s portfolio scheme

17Unearthing Multibagger Stocks

www.drequity.in