Collection of Few Undervalued Companies which have a Potential to provide good returns in next 3-5 Years. This Smallcase portfolio will be more suitable for high risk taking investors.

Few Important Points about Value Deals Portfolio:

• All the companies in our portfolio were considerably at low valuations(In our view).
• 80% of the portfolio consists of Government Owned Enterprises where promoter fraudulent chances will be very low.
• 50% of the portfolio consists of dividend oriented stocks.
• Rebalance/Changes in portfolio will occur on last day of every quarter & I prefer to do it only if it's needed.
• I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.
• Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20 K per month, though it's not mandatory.
• Maximum Net worth allowed in the portfolio is ₹12,00,000, if the maximum net worth crossed the allowed limit, kindly approach the investment advisor to proceed further. If not, subscription won't be auto renewed & will be unsubscribed.
• Kindly make sure your risk profile is matching with volatility of this portfolio, if it's not matching it's better not to subscribe to this portfolio.
• To avail a customized portfolio with respect to your risk profile, kindly approach the advisor.