
Investment
Advisory Portfolio
Research backed advisory portfolios aim to outperform the benchmark by generating alpha over the medium to long-term
What are Investment Advisory Portfolios?
Advisory portfolios backed by fundamental research, quantitative research, or a combination of both, aim to outperform the benchmark by generating alpha over the medium to long term. We focus on identifying emerging themes and investing in companies with strong competitive advantages, while carefully monitoring valuations. Unlike PMS, these portfolios are advisory, allowing investors to retain control over custody and execution.

Why Clovek Investment Advisory Portfolios?
Building equity portfolio backed on strong research foundation for wealth creation

Enabling professional services at considerably lower ticket size to enhance retail participation in equity

Seamless onboarding and execution journey which is entirely digital

PORTFOLIO
How do we select and construct the portfolio?
Businesses having strong moats resulting into market share gains / higher return on capital / pricing power
Capital allocation policy focusing on returns in excess of cost of capital – we are not keen to consider constituents having return ratios not matching cost of capital
Businesses having strong moats resulting into market share gains / higher return on capital / pricing power
Businesses having strong moats resulting into market share gains / higher return on capital / pricing power