H2 GROWTH LEGENDS Basket focuses on top-performing companies in any sector. Horizon for this strategy is about 5 to 10 years.

STRIKING FEATURES

• Good for HNIs.
• Stock Market Capitalization > 6000 Cr. At time of Recommendation.
• Concentrated portfolio of ~ 8-12 stocks.
• Growth + Fundamental + Technical Strategy.
• All stocks start with an equal weightage.
• Rebalancing Strategy: Need basis. Every time we remove or add a stock, when we see good opportunity in stock. We rebalance it to equal weight.
• We suggest a minimum investment > 15 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic logic.
• The focus is to create long-term wealth for subscribers. We will focus a lot on behavioural aspects of investing and focus on process.

NOTE :-

• If anyone wants quick money in the short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant".
• Lumpsum: To get maximum benefit from this investment, start with a lumpsum of INR 15 Lakhs.
• SIP: For a lower starting amount, do an SIP of INR 25K per month.
• Holding Period: The minimum holding period should be preferably 5 years. If subscriber have not passion to hold for long term then please do not subscribe.

DISCLAIMERS