This PMS grew investment 3x times in five years

Hi there,

I hope this email finds you well. I’m Tejas, a chartered accountant and an investment professional and today, I want to highlight an opportunity.

You might remember our email last week, where we discussed how India is gaining dominance through its infrastructure development. This development is the backbone of multi years of growth in the Indian stock market. Going forward, the index may or may not go up significantly, however, individual stocks may do very well. It will be all about stock selection.

Today, I want to share with you some exciting details about Stallion PMS, the SEBI-registered Portfolio Management Service that has been delivering stellar returns since 2018 with a target of delivering returns between 18-25%.

We partnered with Stallion PMS and now it manages an AUM of over Rs. 800+ crores and invests in current and emerging monopolies in the public market. These are the companies that have a dominant position in their industry and are poised to grow exponentially in the future.

In fact, Stallion PMS has just completed 5 years and generated about 25.31% CAGR (net of fees). That means money is almost tripled in 5 years!

How do we do it?

Stallion PMS follows a simple yet effective strategy:

• 40% of the portfolio is invested in existing monopolies, the companies that have already proven their worth and have a loyal customer base.

• 40% of the portfolio is invested in emerging monopolies, the companies that are disrupting their industry and have a huge potential for growth.

• The rest of the portfolio is allocated to opportunistic bets, the companies that offer a high reward for a low risk.

This way, Stallion PMS balances growth and stability and maximizes your returns. The interesting part is, during Covid, they saw only -8% fall in the portfolio as compared to 35% fall in the market in general.

Sounds good?

If you’re interested in joining Stallion PMS, I have some good news for you.

I have attached two documents for your reference:

• Stallion Asset Core Fund: This is the brochure that explains the features and benefits of Stallion PMS in detail.

  Brochure

• Factsheet Sept’23: This is the latest performance report of Stallion PMS, which shows you how well they have done in the past month and year.

  Factsheet

Please go through these documents and let me know if you have any questions.

I would love to hear from you and help you get started with Stallion PMS.

Just reply to this email or give me a call at +919773687483 and I’ll be happy to assist you.

Thanks,
Tejas