Name: GVSR - BFSI- Wealth Management Theme
Brand: smallcase
SKU: GVSRNM_0005
Price: 170468 INR

GVSRwealth is the trade-name used by Mr. Venkata Subrahmanyam Gutala (GVS) who is registered with SEBI as the Research Analyst. He is from IIM-Bangalore, with specialisation in Finance.  GVSR's primary motto is to provide professional investment services support of high quality, to millions of aspiring middle and upper middle class, who are in the pursuit of their wealth goals. 

About the Smallcase Manager:  GVS has a Masters Degree from IIM-Bangalore, with specialization in Finance. He was also a  former Partner at PwC India and Grant Thornton India, respectively. He has more than 6 years of Investment Advisory exp. to date

Nifty 100 Index

GVSR - BFSI- Wealth Management Theme

GVSRwealth

Value (V) buys in 'wealth management' segment of the BFSI Sector.

Ladder Strategy: It is a common knowledge that all stocks, within a given sector or segment or around a theme do not provide buying opportunities on the same day or same month or even same year (at times), Accordingly, we follow a Ladder Strategy, wherein, the stocks that fall (as per our assessment) into 'buy zone' get gradually added to this Smallcase in systematic way and in a opportunistic way. Till then, the balance funds (out of the minimum investment amount specified for this Smallcase by the Smallcase Manager) would be parked in Liquid Bees (ETFs) and as and when another stock is identified for addition to the Smallcase Portfolio, a part of the money (so parked in the Liquid Bees) would be allocated to such identified stock through Re-balancing advise. Research: All publicly traded companies on the National Stock Exchange of India are included in the universe and a select few stocks are filtered based on factors such as ROCE, earnings growth, competitive position etc. for further analysis. Fundamental &amp; Technical Analysis: Both these analyses would be carried out for assessing their attractiveness to the Smallcase Basket. Market Entry: This forms a crucial part of our Analysis and factors such as the depth of correction etc., play a role in assessing its attractiveness for its addition to the Smallcase Portfolio, in an opportunistic fashion. Accordingly, rebalancing is attempted on a need-basis.

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

GVSR - BFSI- Wealth Management Theme

GVSR - BFSI- Wealth Management Theme

Overview

Stocks & ETFs