September 9, 2020

Dear Sherus,

Greetings from Star Portfolio Team.

The STARs keep shining

• Strong outperformance (aggregate returns) even in tough times: Aggregate returns of Star Portfolio have beaten the benchmark consistently since inception of Star Portfolio (Multi-cap Investment Advisory Product) in May 2018. On an aggregate basis, STAR Portfolio has outperformed the BSE 200 index by 11% in the last two years.
  

  STAR Portfolio IA Performance as on August 31, 2020.

  Date	STAR Portfolio *	BSE 200
  1 Month	2.3%	3.3%
  3 Month	12.6%	18.9%
  6 Month	3.5%	1.8%
  1 Year	8.6%	4.3%
  2 Year	6.3%	-4.7%

  *Returns calculated are system-generated

• Top 5 clients - Huge outperformance: Massive outperformance of 25-35% for the top 5 clients in Star Portfolio.

  Top 5	Inception Date	Star Portfolio	BSE 200	Outperformance  Star Vs BSE 200
  Client 1	16-10-2018	42.8%	6.6%	36.3%
  Client 2	24-09-2018	33.1%	2.8%	30.4%
  Client 3	25-09-2018	29.3%	1.9%	27.4%
  Client 4	08-10-2018	34.3%	9.7%	24.6%
  Client 5	09-10-2018	34.7%	10.3%	24.5%

• Most investors beat index: In the volatile times since February 2020, the performance of Star Portfolio has been rock solid with at least 72% of investors beating the index in any of the months. Kindly note that some of the investors have not followed all our suggested transactions, which is one of the key reasons for their underperformance vis-a-vis the index.

About Star Portfolio

If you want to your portfolio to stand amid the stars, then this is your chance. STAR Portfolio is a non-discretionary Investment Advisory product that invests in a disciplined manner in companies from the Sharekhan Fundamental Research universe that have a market cap over Rs. 5,000 crore.

What’s more, you can be part of STAR Portfolio with a minimum corpus of just Rs. 5 lakh.

For further queries on STAR Portfolio, kindly contact us on the 022 67502117/022-67502352/022-67502386 or write to us on star@wealthtiger.com.

Warm Regards,
Team Star Portfolio

Wealthtiger Investment Advisors Private Limited. Registered Office: 10th Floor, Beta Building, Lodha iThink Techno Campus, Off. JVLR, Opp. Kanjurmarg Railway Station, Kanjurmarg (East), Mumbai – 400042. Tel: +91-22-61150000, Fax: +91-22-67481899. Email id:support@wealthtiger.com. CIN No. U65923MH2015PTC267398, SEBI Registration No.: INA000011325, Compliance Officer: Mr. Joby John Meledan, compliance@wealthtiger.com, +91-22-61150000.

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