Investment Services

Value Dream:

Package Description: In this package, you will receive highly potential Microcap Multibagger Stocks. Our intention is to help you discover the microcap stocks in the market which have the potential to generate multi-fold returns in the future with minimum risk.

Objective: Key objective of Value Dream is to provide stocks which can Compound Sustainably at a healthy rate in the long term and create enormous wealth. We like to select companies with strong Competitive Advantages and moats are quoting at a discount to their intrinsic value.

Suitable For:
Investors looking for sustainable long term returns in value stocks.
Comfortable with a holding period of minimum 5 Years plus and is willing to stomach Volatility.
For those who follow the strategy of Buy Right Sit Tight.

Big Bull:

Package Description: In this package, you get highly potential mid cap Stocks. Our intention is to help you discover the Value-stocks in the market which have the potential to generate quick returns with calculated risk.

Objective: Key objective of Big Bull is to pick value stocks which can compound sustainably but quickly.

Suitable For:
Investors looking for sustainable Short/Mid term returns in mid-cap stocks.
For those who want to make investment with medium risk for high potential Stocks.

Portfolio Mantra:

A flagship product of Equity Mantra to take absolute responsibility of your Investments.

Our key objective is to pick the right stocks at the right time by paying a fair price to build a balanced portfolio which will enable us to outperform the markets and achieve superior risk adjusted returns. We aspire to generate wealth by compounding money at a healthy rate by spotting profit making opportunities in solid companies with strong management which are available at a good discount to their intrinsic value.

Modus Operandi – Your dedicated Research Analyst will scan your portfolio thoroughly and assist you in restructuring your Investment Portfolio. In addition to this you will receive a standard portfolio been maintained by our analysts as a replica to be followed by our clients.

Accumulate High Quality Stocks – We like to accumulate High Quality stocks strategically. We will take advantage of the Market movements maintaining best risk-reward metrics.

Average on High Quality Stocks- We believes in averaging down on good stocks during every correction. You will receive alerts on these stocks depending upon respective stock allocations in our portfolio.

Suitable For:

HNI’s/UHNI’s who are unable to take care of their investments due to time crunch and seek absolute expert support to manage their Portfolio.