Discover and read the best of Twitter Threads about #SolitairePMS
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Here are some highlights from the Voices of Tomorrow Bangalore Chapter! (1/n)
#VoicesofTomorrow #VoT2023 #ithoughtVoT #ithoughtVoT2023
#VoicesofTomorrow #VoT2023 #ithoughtVoT #ithoughtVoT2023
Session #01
ithought Way – The Journey by Mr Shyam Sekhar
Mr @shyamsek answers the question, ‘What pain points does ithought address & solve?’ (2/n)
#ithought #portfoliomanagement #financialplanning
ithought Way – The Journey by Mr Shyam Sekhar
Mr @shyamsek answers the question, ‘What pain points does ithought address & solve?’ (2/n)
#ithought #portfoliomanagement #financialplanning
“We want to make Millennials as $ Millionaires – a well-managed wealth corpus for the 90’s born.” - @shyamsek on what ithought wants to accomplish.
Watch Mr Shyam Sekhar’s talk ‘ithought Way – The Journey’ here youtube.com/live/Gyg3D2djS… (3/n)
#investors #investearly
Watch Mr Shyam Sekhar’s talk ‘ithought Way – The Journey’ here youtube.com/live/Gyg3D2djS… (3/n)
#investors #investearly
Time to take stock. It is 29 months since @ithoughtpms rolled out @SolitairePMS. We began modestly. We kept it simple.
Fixed fees.
No distributors.
No promotions.
No influencers.
No model portfolios.
Bespoke portfolios.
We wanted to build a feature rich, investor centric PMS. 1/n
Fixed fees.
No distributors.
No promotions.
No influencers.
No model portfolios.
Bespoke portfolios.
We wanted to build a feature rich, investor centric PMS. 1/n
We invested gradually. Even as we finished deploying in Feb 2019, covid struck. Clearly, our portfolio was not exactly positioned for a pandemic. In fact, we had the wrong positioning.We were overweight pandemic victims. But, we stuck to our approach & built on opportunities. 2/n
The strategy gradually began to work. Interestingly, it worked superbly for investors who believed in the philosophy & scaled up using the opportunity. Multibaggers that investors wished to own simply landed in portfolios. Stocks found their rightful portfolio positions. 3/n
