Investment Management Service

1. Investment Management Services
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2. ABOUT US
Equity Solutions was established with a major focus
in Stock Broking, business development,
distribution, management & IT consulting for start-
up & small to medium and large size companies
Equity Solutions Business Development Company
provides management consulting, business
development services and financial advisory to
companies which innovative companies and needed
turn new ideas into business.
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3. Vision & Mission
Company Vision
Equity Solutions vision is based on a broad
philosophy of :
• Business oriented global presence in our service
• Responsibility in our account management
• Trust in our relationships
• Pride in our service
• Innovation in our way of thinking.
Company Mission :
Create a roadmap for adding value to growth by our clients. 4

4. Investment Management
Our investment philosophy is grounded in the time-tested principles
of identifying growth opportunities, buying them at reasonable prices
and being proactive in dealing with macroeconomic changes.
Our philosophical inclination is for compounding opportunities that
investors can take advantage of, for a superior compounding of their
capital. This purpose is intricately linked to
a stringent buying discipline based on intrinsic value derived,
vigilant tracking of a predefined universe through investment
processes and
adopting a proactive approach to recognize trends, themes and triggers
in a rapidly evolving macroeconomic scenario
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5. Investment Management
Category : Individual’s, HNIs, HUFs, NRIs & Corporate
Minimum Investment : Rs. One lakh.
Returns : 10 % on the Investment p.m
Investment Class: Equity
Suitable Time Frame : Minimum one year
Benchmark : The portfolio is benchmarked against the Nifty
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6. Investment Process Equity
Identification Construction
• Combination of top- • Identify Universe
down and bottom-up
approach • Company Filters
• Open style investing • Portfolio Specific
construction
Monitoring
• Target Valuations,
Individual Portfolio
Holdings
• Earnings Forecasts
• Fundamental and
Technical Data
• Investment Universe
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7. Investment Process
Personalized Solutions
Monitoring Returns
Investments 8

8. Investment Process
Investments
The Fund Manager executes the strategy for you and gradually
builds a well diversified portfolio spread over 20-25 stocks , after a
careful analysis of the prevalent market conditions. The Fund Manager
through his expertise prepares the portfolio to manage risk and
maximize the returns.
Monitoring
The Fund Manager and his team of experts continually monitor the
portfolio. Trades are executed after a careful assessment of the market.
You won’t be bothered with the daily investment decisions and would
be presented with monthly reports about the performance of the
investments.
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9. Investment Philosophy
Wealth Creation
Fundamental long term investing. Stress on analysis of
individual companies rather than prediction of movement of
stock market indices
Under valued Stock Picking 11

10. Contact Us
Equity Solutions :
Website : www.equitysolutions.in
Email : info@equitysolutions.in
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11. Thank You
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