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| Why Sunidhi |
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Experience: More than 50 years of equity investing, as a trusted broking
and research house.
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Passion: Investing is our passion. Passion is essential for endurance.
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Focus: Our main objective and activity is investing - for the PMS, our
other clients and for ourselves.
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Team: Strong, successful investment track record
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| Why Sunidhi PMS |
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Alignment: We invest for client as we would invest for ourselves. In
clients prosperity ALONE lies our success.
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Harmony: Client-centric, only accepting clients that are homogenous to
our investment approach
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Objective:Sunidhi PMS endeavours to generate superior long-term absolute
returns without undertaking commensurate risks. The bedrock of The Cutting Edge
is “Value Investing”
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Fee:No fixed fee, fee is charged only on performance of the portfolio
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Client servicing: Expertise and personalized services
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| Services Offered |
| Categories of Services |
| A. Discretionary Portfolio Management Services |
Under these services, the choice as well as the timing of the investment
decisions rests solely with the Portfolio Manager. The Portfolio Manager may at
times, and at his own discretion, adhere to the views of the Client pertaining
to the investment / disinvestments decisions of the Client’s portfolio.
The Portfolio Manager shall have the sole and absolute discretion to invest in
respect of the Client’s account in any type of security as per the Agreement
and make such changes in the investments and invest some or all the Funds in
the Client’s account in such manner and in such markets as it deems fit.
Under this category, the Portfolio Manager has the following plans:
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| I.The Cutting Edge Plan: |
The Cutting Edge plan endeavours to generate superior long-term absolute
returns, without undertaking commensurate risks, by investing in a portfolio of
quality companies having growth potential, run by people with passion, zeal and
competence. These investments which could be in any sector and in a company of
any size are identified and monitored by in-depth and independent research.
The bedrock of “The Cutting Edge” is value investing.
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| II.The Cutting Edge NRI Plan: |
The Cutting Edge NRI plan is framed specifically for Non Resident Indian
clients. It is operated under Portfolio Investment Scheme (PIS).
The Cutting edge NRI plan endeavours to generate superior long-term absolute
returns, without undertaking commensurate risks, by investing in a portfolio of
quality companies having growth potential, run by people with passion, zeal and
competence. These investments which could be in any sector and in a company of
any size are identified and monitored by in-depth and independent research.
The bedrock of “The Cutting Edge NRI” is value investing.
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| III.Investment Advisory Services |
Under these services, the Portfolio Manager advises Clients on investments in
general and any specific advice required by the Clients as agreed upon in the
Agreement. The advice may either be general or specific in nature and may
pertain to a particular portfolio. The Portfolio Manager shall not be
responsible for the investment / divestment of securities and /or
administrative activities on the Clients Portfolio.
Under this category, the Portfolio Manager has the following plan:
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 The Cutting Edge IAS : |
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The Cutting Edge IAS endeavours to provide advice with the objective of
superior long-term growth of capital, without undertaking commensurate risks.
The intent of the advice would be to suggest improvements in:
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| i. quality companies with growth potential, run by people with integrity,
passion, zeal and competence,
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| ii. other opportunities / instruments
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These recommended investments, could be in any sector and in companies of any
size, and monitored by in-depth and independent research by the Portfolio
Manager.
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| IV. Structured Products |
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Under the Discretionary Portfolio Management Services offered to the Clients,
the Portfolio Manager may from time to time launch products that are structured
towards meeting specific needs of Clients. These products would be invested and
managed in accordance with the product specifications provided by the Portfolio
Manager to the Client.
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| B. Non-discretionary portfolio management services |
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Under these services,clients decide their investments based on recommendations
received from the Portfolio Manager. The Portfolio Manager facilitates the
execution of transactions and executes orders as per prior mandates received
from clients.
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| Investment Approach |
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Invest in businesses with growth potential, scalability, sizable addressable
markets and strong entry barriers
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Invest in quality businesses run by people with integrity, passion, zeal and
competence
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Purchase price should be significantly lower than value, and value itself
should be determined after factoring in a margin of safety
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Bottom up approach followed by top down macro and sector research, range of
valuation techniques and contrarian cross checks, which are supplemented by
information networks
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Long term investments - target hidden gems across market caps, sectors,
geographies; discovered amongst ignored companies, misappraised scenarios,
special situations
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| RISK FACTORS |
| Risks may arise from the investment objective and
the investment policy. Past performance of the portfolios does not indicate
future performance. The key risks are stated below: |
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Equity risks and Market risks: Equity investments carry both company
specific and market risks. Equity investments and related securities are
volatile and prone to price fluctuations on a daily basis. The value of or
return on investments may appreciate or depreciate to an unpredictable extent.
There is no assurance or guarantee that the objective of the PMS will be
achieved.
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Macro - economic risks: Changes in fiscal or monetary policies, economic
growth of the country and developing/developed countries, changes in
governmental policies, laws and regulations, corporate performance are key
factors that may have a direct or indirect impact on the investments and
portfolio performance.
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Capital Market risks: The value of the portfolio may increase or
decrease depending upon various factors affecting the capital markets such as
delisting of securities, price and volume volatility, currency exchange rates,
taxation laws, political economic or other developments, which may have an
adverse impact on individual securities, specific sector or all sectors.
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A detailed illustrative list of risks associated
with investing through PMS is provided in the Disclosure Document.
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| Team Profile |
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Director & Principal Officer
Jayesh Parekh is the founder & director of Sunidhi. He has built a formidable
reputation as an investor over the past 25 years.He has been a significant
long-term investor in various Indian listed companies, which have performed
exceedingly well.
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Chief Investment Officer & Fund Manager
Rahul C Mehta has 18 years experience of value investing, mainly on the
buy-side, with an impressive track record. He is an independent thinker and
passionate about investments.
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Head - Equities
Amit Mehta is a qualified Chartered Accountant and Certified Financial Planner.
He has over 18 years of varied experience in the Indian equity markets.
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Fund Manager
Pradeep Nimani has over 10 years of research and investing experience, mainly
on the buy-side, including venture capital. He has researched companies across
various sectors. He is a qualified Chartered Accountant.
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| Contact details: |
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If you have any queries, or would like to know more about our offerings, please
call us on
PMS help desk: (91-22) 6615 5936
or email us on pms@sunidhi.com
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| Contact Person |
Designation |
Email ID |
| Pradeep Nimani |
Fund Manager |
pradeepnimani@sunidhi.com |
| Jigar Desai |
Senior Manager – Operations
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jigar.d@sunidhi.com |
| Prashant Chopra |
Senior Executive
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prashant.c@sunidhi.com |
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Address: |
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Sunidhi Securities & Finance Limited
Maker Chambers IV, 14th Floor
Nariman Point, Mumbai 400 021, India
Tel: (91-22) 6636 9669
Fax: (91-22) 6635 5673
www.sunidhi.com
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| Risk Factors |
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All equity investments are fraught with risk, which includes not only company
specific business risks but also market risks due to economic or political
factors and domestic as well as international factors.
[For detailed Risk Factors, kindly refer the Disclosure Document and PMS
Agreement]
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| Disclaimer |
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As per regulations governing Portfolio Management Services in India, neither
capital nor returns can be guaranteed. Equity investments are subject to market
risks and there is no assurance or guarantee that the objective of the
Portfolio Management Service will be achieved. The Net Asset Value of
portfolios can go up or down depending on the factors and forces affecting
capital markets. Past performance of the portfolio does not indicate future
performance.
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