High Conviction Portfolio
Focused on our best ideas with the highest conviction.
Wealth Builder
A concentrated Indian equity portfolio to compound wealth.
We invest in 12–18 carefully selected businesses where our research indicates a significant gap between market price and intrinsic value.
For investors seeking long-term capital appreciation rather than short-term market timing.
Minimum Investment
₹50 Lakhs
Portfolio Size
12 – 18 Stocks
Investment Horizon
3 – 5 Years
Investment Style
Growth at Reasonable Value
Why this strategy
Why investors choose Wealth Builder
Fundamental Research Driven
In-house, bottom-up research to identify quality businesses.
Long-term Investing
We invest with a 3–5 year view to capture compounding.
Dynamic Capital Allocation
Actively allocate capital to best ideas as opportunities evolve.
Focus on Downside Protection
Preserving capital is as important as creating returns.
Clearly Defined Buy & Exit Discipline
We buy with a margin of safety and exit with discipline.
How we think
Our Investment Philosophy
Bottom-up Stock Selection
Company quality matters more than macro forecasts — businesses create returns.
Growth at Reasonable Value
We seek companies with sustainable earnings growth not fully recognised by the market.
BMV Framework
Every investment must satisfy Business, Management and Valuation.
Price Discipline
We buy below intrinsic value and exit when valuation reflects our expectations.
Concentrated Portfolio
A focused portfolio of 12–18 high-conviction investments, not broad diversification.
Risk First
We manage risk continuously through valuation discipline and position sizing.
Our approach
Our Investment Process
A disciplined, repeatable framework from idea to exit.
1
Research Universe
Large universe of Indian companies screened.
2
Business Quality
Assess durability of business model and industry structure.
3
Management Assessment
Evaluate integrity, capability and capital allocation track record.
4
Valuation
Estimate intrinsic value and ensure a meaningful margin of safety.
5
Portfolio Construction
Build a concentrated portfolio with optimal position sizing.
6
Continuous Monitoring
Track performance, thesis and risks continuously.
7
Exit Discipline
Exit when valuation is full or the investment thesis changes.
How We Build & Protect the Portfolio
Portfolio at a Glance
- Number of Stocks
- 12 – 18
- Max Stock Weight
- 20%
- Cash Allocation
- 0 – 35%
- Holding Period
- Typically 3 – 5 Years
- Investment Style
- Long Only
- Research
- In-house
- Benchmark
- BSE 500 TRI
How We Manage Risk
No Leverage
We do not use leverage in the portfolio.
Dynamic Position Sizing
Position sizes are set dynamically based on risk–reward.
Continuous Monitoring
Regular review of thesis and risks.
Governance Screening
High standards of corporate governance.
Valuation Discipline
Buy with margin of safety, exit with discipline.
Diversification Across Industries
Spread across sectors to manage concentration risk.
Is This Strategy Right For You?
Suitable if you
- Want long-term wealth creation
- Can tolerate short-term market volatility
- Have a 3 – 5 year investment horizon
- Prefer active management by an experienced team
- Seek superior returns over the long term
May not be suitable if you
- Need regular income or assured returns
- Have low risk tolerance
- Have an investment horizon of less than 3 years
- Prefer investing in large diversified mutual funds
- Want to time the market or book quick gains
Interested in Wealth Builder?
Speak with our team to understand if this strategy fits your goals and risk profile.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns. The information on this website is for general informational purposes only and does not constitute investment advice.