Our Products
Equichain Nifty 50
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Equichain Nifty 50
Investment Philosophy : We at Equichain Wealth Advisors, believe wealth creation is chain of events. We focus on Consistency, Accountability and innovation as an ideology while taking decisions
Investment Objective : Keeping Nifty 50 Index as benchmark and to outperform Nifty 50 Index.
Hurdle Rate: Nifty 50 Index performance – Investment date Nifty Index.
1) Pre-define investment criteria
2) Strategy to generate Alpha over Nifty 50 Index.
3) Performance fee above hurdle rate – with maximum cap as per SEBI norms.
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Growth and Value Unlocking
Investment Philosophy : We at Equichain Wealth Advisors, believe wealth creation is chain of events.We focus on Consistency, Accountability and innovation as an ideology while taking decisions.
Objective : To play for value unlocking and growth story and achieve more than 15% – 20% annualized return. Scripts have been identified with mix of Public & private sector with different sectors.
Hurdle Rate: 12% per annum is hurdle rate
1) Investment in 12 scripts out of per-define watchlist.
2) Scripts in Watchlist is define – process driven selection criteria.
3) Performance fee above hurdle rate – with maximum cap as per SEBI norms.
Growth and Value Unlocking
Equichain – Flexi-Cap Concept
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Equichain – Flexi-Cap Concept
Investment Philosophy : We at Equichain Wealth Advisors, believe wealth creation is chain of events. We focus on Consistency, Accountability and innovation as an ideology while taking decisions
Investment Objective : To play growth story of Indian market and global opportunity with a focus on Mid-Cap & Small-Cap with a diversification in sectors such as Cement, Chemicals, Defense manufacturing and sustainable growth opportunity in earnings over a period of time.
Hurdle Rate: 12% per annum is hurdle rate
1) Our focus will be on basket 35 – 40 scripts from large-cap, Mid-cap & Small-cap and allocation will be made in not more than 15 scripts at any particular point of time.
2) Investment will be capped in large cap at upper limit of 85% and lower limit of 30%.
3) Growth opportunity will be looked into Mid-Cap & Small-Cap stocks.
4) Performance fee above hurdle rate – with maximum cap as per SEBI norms.
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Portfolio Restructuring
Restructuring of Existing portfolio : Many times, our long-term portfolio investment is not helping to create value to achieve our financial objective.
Objective : Long term portfolio should be consistent with our long-term financial objective to achieve our financial goal. Corporate governance and structural play remain the key while building long term
portfolio.
1) Existing portfolio – Analysis & restructuring recommendation
2) Model portfolio for long term & define selection process– Equichain Wealth Advisors
3) One-time restructuring fee
Portfolio Restructuring