As an equity advisor, we met thousands of HNI and Ultra HNI clients over the last 10 years. Based on our on-ground investing experience across various business cycles and our candid conversations with this premium segment of investors, we came across an interesting observation. More often, these investors with a very high investible surplus believe in investing in EVERYTHING.
All I can say is – Fasten your seatbelt, capitalize on these opportunities...and trust me,
wealth creation will be a given by-product in this process.
We’re here to change the approach of investing in EVERYTHING to helping investors adopt a more FOCUSSED approach of creating wealth by looking at the bigger picture and leveraging on power of compounding.
In EWA Exclusive, We Spot investment opportunities that can deliver 10 x returns in less than 10 years i.e. 30-35% CAGR returns.
Ultra-wealthy investors looking out for 10x growth over the next 8-10 years with a CAGR of 30-35%.
Apt for investors who’re willing to remain patient and look at the bigger picture.
Investors who’re interested in ‘wealth creation’ and not ‘wealth management’.
You can continue investing in other asset classes and portfolios, but if the objective is wealth creation, then investors are advised to invest that part of the investible surplus which they wish to multiply to 10 times and allowing time to grow their wealth.
Strong Business Moat
Attractive Business Growth Opportunity With Healthy Cash Flows
Capable & Visionary Management
Balance Sheet Strength (Capital Discipline & Capital Efficiency)
Steps taken for selection & construction of portfolio that can potentially deliver 10x returns in less than 10 years are:
Spotting high growth sectors that will be key contributors in doubling of GDP ($2.6 to $5 tn) in next 7-8 years.
Multi pronged approach for spotting emerging sectors
Studying economic data points to spot key sectors that will contribute to GDP growth.
Collecting key sectoral data points through regular interactions with industry participants in order to spot trend reversal, enabling us to stay ahead of the curve.
Spotting sunrise sectors by studying changing behavioral & socio-economic trends. This entails spotting emerging disruptors that will bring structural changes.
Screening peer set in the identified sectors to choose the best investment opportunity based on:
Creation of stock portfolio in line with client risk profile.
Portfolio Creation Framework:
The impact of corporate/ sectoral/regulatory changes besides assessing company's quarterly & annual financial records.
Visiting and developing one-on-one relationships with key management personnel, attending plant tours, participating in analyst meets & conference calls. Where necessary, we also conduct secondary checks with other stakeholder
Detailed coverage report
Corporate event note
Rebalancing strategy note
The purpose behind the creation of truly personalized portfolio is to grow your wealth by 10 times in 8-10 years.
The subscription of EWA Exclusive investors is terminated after their wealth multiplies by 10 times or the completion of 10 years, which ever is earlier.
In such cases, EWA Exclusive investor receives back their principal amount plus gains accumulated over the subscription period.
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