- Wealth PMS (50L+)
We’re a bit early, but this newsletter won’t get to say this tomorrow, so here goes – wish you a very Happy Independence day! 🇮🇳
In this edition we extend a special discount offer, take a deep look at one of our core portfolios, evaluate an IPO, and, check out the latest podcast episode. On slack, we discuss a bunch of things along with a string of posts reviewing earnings reports of our portfolio companies. And finally, we sum up by sharing links to posts from across the internet about investing and finance.
But first, a discount offer you cannot refuse 😎
This Independence day, grab 25% discount on all plans! 👇
Beating the street: Capitalmind Focused Portfolio 🚀
At the core, the focused portfolio is designed to generate wealth by investing in growth companies across sectors. It invests in market leaders with strong balance sheets and growth visibility over the next 3-5 years.
That said, the portfolio is beating the street these days. It has generated an alpha of 22.6% over Nifty 50 in the last year. This outperformance is achieved even with a cash holding of 10% in our portfolio!
The great Indian appetite for IPOs! 🍰
CarTrade could not have better timed the launch of its IPO. The market is optimistic, IPOs are heavily over-subscribed and with the outbreak of coronavirus, Indians are not only adopting online shopping but also preferring their own mode of transport.
CarTrade, with a successful IPO, would be the first online auto portal for cars & two-wheelers and a leading auction platform for used vehicles.
Portfolio Management Service (PMS) – the Capitalmind way! 🎧
In this episode, Vashistha and Deepak explore PMS’ through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies, and how PMS’ are different from AIFs, Mutual Funds, and Smallcases.
Markets this week 🚦
The IT pack was booming this week while most of the other sectors ended up in red. Though we kept making newer highs on the Index, half of the sectors are in red compared to the last month.
[Premium] The School of Slack 😎
We bring you the most insightful discussions from our slack community
Links we Like✨
In this section, we bring you interesting links from across the internet (For this time, all these links are from the posts by members on our slack community).