OVAM Platinum Portfolio
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- OVAM Platinum Portfolio
- Suitable For: For Long-Term PASSIVE Investors
- Risk: Low to Medium
Features:
- Benchmark index – nifty 50
- Investment horizon – min 5 years
- Portfolio Review – once every year (Last week of March)
- Risk Profile- Low to Medium
- Theme- Consumption
- Sectors – Multiple
- No of stock holding – 15-20
- Capitalization- Small cap- 20%, Midcap -30%, largecap-50%
PLATINUM portfolio Description:
- No churning, no trading, buy right, sit tight!!
- Portfolio with well curated and researched mix cap stocks comprising of very high potential but very low risk stocks. It is a mixed portfolio of large-cap, mid-cap and small-cap 15 stocks.
- Min investment 10 lakhs across 1 year.
- Min holding period 5 years.
- Investment can be in 5 instalment or in weekly or monthly SIP mode.
- Bouquet of 15 handpicked diversified stocks
- Consist of EIGHT top sectors of future INDIA
- Stocks with very low FII allocation
- Combined / avg OPM of 10% and above for last 5 years.
- Compounding stocks following GARP principle- Growth at reasonable Price
- Accumulation across 6 months to mitigate market volatility
- Shielded from cyclical market demand
- Majority of business are catering to essential services and needs
- Structured and balanced portfolio- always better to have few stocks in well researched portfolio instead of 200 random stocks.
- Cheapest way of participating in market.
Pricing:
Yearly Pricing: Rs. 25000/- + 18% GST.