Our philosophy is to chase growth and long-term secular trends.Agile as a product is a blend of both long term as well as short term.It includes multiple strategies and the stocks are spread acrossvarious market cap.
Our focus is here to compound our investors capital at 20-25% forthe next 3 years which will double our client’s capital in long term.
We focus on businesses that are technology driven and can be scaled up.
Agile not only includes long term but short-term stock ideas for generating additional Alpha.
Our core is to out-perform the index in the long term with exponential margin.
INR 500+ crores
Debt/Eq less than 1.5. If debttaken for growth where ROEis more than 15%
Sustainable Earnings of companies growing 30% CAGR
Usually, Sectors leaders that have high growth potential and are non-cyclical in nature in long term
A broad checklist to fulfil the management quality up to the mark. We focus on management's past track record, execution capabilities, Vision and focus.
Our pie is always higher towards ground-level research. We give 80% weightage to GLR.
The most important point is aiming for companies that have large opportunity sizes.
That is High entry barrier
Focus on growth at reasonable valuation
Companies Enhancing capacities manifold in long term
Channel checks, Management Meet, Suppliers, Exporter/Importers, Stakeholders
Risk Management is very important for us. We always believe in keeping the PortfolioBeta low, do not over-allocate, Keep booking profits as the weights increase, If the Price action is bad, we cut down weights.
Corporate Governance Issues
Highly Pledged
Expensive Valuations
Sectors which we don't understand
Daily Stock Price Movements
High Leveraged Balance Sheet
No Business Growth Visibility over 2 years
Stock Ideas with Entry and Exit
Weightage for Allocation
Monthly Newsletter
Research Reports
Monthly Portfolio Review
Corporate Announcements
Con call Updates
Relationship Manager
Webinars with market leaders in their respective segment
Execution Platform
No Business Growth Visibility over 2 years
All your burning questions, answered!
By availing Finterest's services, you will be notified on what stocks to buy, when to buy and why to buy. You simply have to execute the trades once you receive our recommendations & then wait and watch as your equity portfolio grows.
Checkout the catalogue to know product details. Kindly share the screenshot once the fees transfer is complete & mention account holder name.
All communication will be via Emails, SMS or WhatsApp. Dashboard coming soon.
Query desk link will be shared once onboarding is completed. One can post your query & you'll be reverted by max following weekend. In case of any urgency, kindly contact your Relationship Manager.
Interested in this service? Feel free to get in touch with us for any concerns or queries about our services.