Portfolio of 25-40 stocks.
sufficient weightage for core 15 -20 stocks.
Request constitution →About AMEquity
I’m YOUR financial adviser — Anand Manish, registered with SEBI (Investment Advisor INA000021119).
Experience
My financial career began trading futures on rates and currencies. I witnessed the 2008 bond and currency dislocations first-hand and later served at the Employees' Provident Fund Organisation (EPFO) for a decade. Over time my approach evolved from speculation to disciplined portfolio management emphasizing equities and bonds.
Philosophy
Long-term, diversified equity exposure is a proven inflation hedge. We prefer rule-based conviction over tips or short-lived themes. Our custom portfolios are built from two inputs: your risk profile and the market conditions at the time of onboarding.
Stock selection framework
Benchmarking NSE 500/ BSE 500. Actual portfolios are customised per client.
Stock selection criterea are
- Low debt ratio / affordable debt servicing
- Management walks the talk
- Emerging products/ services
- Growth with decent valuation
Low Churn Ratio
Dynamic mix of equities and bonds tailored to risk profile and time horizon.
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