NJ Advisory

NJ Advisory Services Pvt Ltd (NJAS) seek to bridge the gap between the financial needs of different investor and lack of time and energy or lack of knowledge to maintain the investment. They fill this gap by providing customised Portfolio Management Services (PMS) to clients. Their offerings are discretionary PMS products that help the client to meet their specialized portfolio management needs. It is SEBI registered Portfolio Manager and are based in Surat.

Strategy

NJ ADVISORY - BLUECHIP - MULTI CAP

Bluechip Strategy would consist of 15 stocks. The portfolio is unbiased towards the market caps and is also sector agnostic. Identify strong companies based on parameters such as Revenue Growth, ROCE, RoE, Free Cash Flow and Loan Growth. Companies should be part of top 300 companies based on total market capitalisation. .Generally, rebalancing will be done once a year.

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NJ ADVISORY - DYNAMIC ETF ALLOCATION PORTFOLIO - ETF

Dynamic ETF Allocation Strategy Optimise Returns through proper Asset Allocation of Equity and Debt asset classes from time to time. Debt schemes / Arbitrage funds are selected based on lower credit risk, volatility, exit charges, better tax efficiency. Asset allocation rebalancing will be done on a half yearly basis and Security rebalancing will be done on a yearly basis

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NJ ADVISORY - FREEDOM ETF - ETF

Freedom ETF Strategy would consist of a basket of ETFs tracking various indices. The universe for this portfolio is the entire universe of ETFs available. The portfolio will be reviewed on a yearly basis. ETFs follow the changes of underlying index. Changes in underlying index are also based on predefined quantitative parameters. Hence, there are no bias related underlying securities which may present in active funds.

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