This scheme is designed for reasonable capital appreciation
through high dividend income. The scheme will target the
investments in high dividend yield stocks as well as value
appreciation through an optimally diversified portfolio.
Extensive research work shall always be the basis of
designing and maintaining portfolio.
Strategic movement
Identifying and buying High dividend yield stocks and
selling them ex dividend. Investments shall be undertaken in
a gradual manner leading to high cash levels at different
point of time.
Identification method
Investments in companies having steady growth pattern and
stable cash flows.
Investments in companies having consistent dividend payout
record.
Stocks offering high dividend yields.
Stocks having consistent value appreciation.
Eligible investors
Resident Indians.
Minimum Eligible Investment
Rs 5 Lacs for HNI’s and Rs 10 lacs for corporate for a lock
in of 3 months.
Quantum of stock
Diversified portfolio of about 15-25 stocks
Risk Factor
Market volatility shall always be the vital factor for any
up and downs in the price of stock and might affect this
portfolio.
Investors Desired Profile
Investors having low appetite for the risk
Investors expecting absolute returns within a time frame of
12-15 months
Investors expecting returns primarily through dividend
income & Capital appreciation.
Value added Services
Monthly portfolio statement including performance report.
Monthly transaction statement.
Regular meeting with portfolio manager.
Investments in companies having steady growth pattern and
stable cash flows.