Create wealth through long-term investments with Sharp, a portfolio management service that invests in equities based on research backed by Purnartha.
| Plan 1 | Plan 2 | |
|---|---|---|
| Annual Fee (% of AUM) | 2% | 2.5% |
| Hurdle Rate (Annual) | 15% | 25% |
| Profit Sharing | 20% above hurdle rate | 20% above hurdle rate |
Investing in a universe consisting of non-cyclical companies keeping in mind the following:
We base our research on history that shows performance across regimes. Usually, 11 years is a credit cycle where GDP has gone up, down and drifted. We see if the businesses have generated positive cash in all regimes.
We analyze unique business models that provide an insight into the economic moat or competitive advantage of the company.
We built a portfolio using EV/ Operating cash flow model as the valuation parameter, considering the growth and quality of the stocks in the portfolio.
We identify the person responsible for company's future and find out if his interests are aligned for future growth. These checks provide an insight into culture of the company.
We also articulate what are the structural drivers for the volume growth of the company for the next few years.
Sharp Portfolio is powered by Purnartha. Purnartha Investment Advisors Pvt. Ltd is a SEBI registered investment advisor (Registration no.: ina000000672).
From the research recommendation given by Purnartha, the investment committees of Sharekhan will shortlist stocks and decide on allocation.