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Investment Philosophy

Investment Philosophy

  • The PMS will employ a fundamental-cum-technical research-driven investment approach, focusing on identifying companies with strong fundamentals, sustainable competitive advantages, and attractive growth prospects and also using technical analysis for making entry and exit decisions.

    The portfolio will be constructed with a focus on diversification across market capitalization, sectors, investment styles, and any other listed instruments (e.g. like Debts, Bonds, ETFs, InvITs, REITs, etc.)

    • TERMS OF INVESTMENT

    • Minimum Capital Investment Rs. 50 Lakhs.
    • We follow the High-Water Mark principle.
    • Investors have the option to be on-boarded directly for our Portfolio Management Services, without intermediation of persons engaged in distribution services.
    • Premature exit loads: 2%, 1.5%, 1% of NAV, if exited before 12, 24 and 36 months respectively.
    • Other charges at actuals.
    • Taxes as applicable.
    For more details, Request Call Back

    Why Tradeswift?

    Service, Price, Trust, Integrity, Technology and Expertise

    • Focus on Client Servicing.
    • Offering large avenues of all Investment Solutions under one roof.
    • Professional, Experienced & Dedicated Team.
    • Cutting Edge Technology tools.
    • Rational Brokerage Structures.
    • Strong Insightful Research.
    • Easy access to the Senior Management.
    • Experts in devising Hedging Strategies in Commodities & Currencies for Corporates and Traders.
    • Efficient Handling of Commodity Deliveries.
    • Experts in Spotting Calendar Spread Opportunities & Option Strategies.