We go through a stringent process of stock identification which includes the following steps:

Step 1- The company must have substantial growth in top line and bottom line

Step 2 - Growth at Reasonable Price (GARP). Not overpay for a good business and not buy a weak business at cheap valuations.

Step 3 - Companies with moat or competitive advantage delivering growth consistently. For e.g. – whether it has a significant market share (Monopoly/duopoly)

WHICH ARE THE KEY SECTORS / THEMES OF FOCUS?

We select sectors periodically on the basis of sectors growth, momentum and inflow of investments.