What is Conviction Capital Advisory Services?
Conviction Capital Advisory Services which combines 360° Advisory services with the best of our research i.e
- Fundamental & Sectoral allocation advisory
- Quant Advisory
- Macro & Asset Allocation Advisory
- Portfolio Advisory
- Technical Advisory
- Investment Strategy Advisory
- Derivates Advisory
- International Equity Advisory
- Mutual Fund Advisory
How is the portfolio created?
- Macro-Economic cycle is understood by using Macrometer to establish Asset Allocation Strategy
- Understand the market cycle & sentiment
- Sectoral focus by identifying sectors and themes with growth and earnings visibility to define sector weightage and allocation
- Portfolio strategy and allocation with the use of Proprietary Stock Classification frameworks for Portfolio construction
- Quantitative Elimination is done by Red Flag Grid and Scorecard based Stock Universe Filtering
- Entry -exit is decided on Sentimeter, other quant and technical indicators
- Monitoring, Risk & Rebalancing using Conquest framework
Discipline & Balance
- Use of CONQUEST Framework, Technical and proprietary Quant Indicators for market timing, asset allocation, sector allocation and rebalancing.
- Using Volume, Liquidity Filters and Technical stop losses.
- Use of Derivative Instruments to hedge risk and generate alpha.
- Maximum 20 Stocks in the portfolio out of a filtered universe of ~50 stocks
- Maximum Allocation to any one idea <= 10%
- Minimum Allocation to any one idea => 2.5 %