Who – All Weather Investing is for HNI/Ultra-HNI/Portfolio Managers looking for stocks that will grow in coming years to cover investors financial planning goals. This product helps in earning regular income through dividend, bonuses adding more profit to your portfolio.

What – The Product is designed using value investing formulas where we screen stocks that are constantly giving out a part of its net profit to investors and along with that, they are leaders in their sector making sure they grow if the economy is booming. This is a classic mix of stocks which changes as per economic conditions. If global economy and domestic economy are in sync, we tend to take sectors that will lead while if we are weakening, we invest in recession proof sectors.

Why –

This will work as a model portfolio that will be suggested to client on monthly/quarterly basis depending on the market conditions. We will change stocks in portfolio or balance it only if there is a need to book profit or we believe the company is not upto the mark. Client will hold portfolio for minimum of 6 months to see performance. You can generate returns along with earning dividends, bonus, and such. This is based on Value Investing formula using fundamental analysis.