Sanjay Kumar Elangovan Profile picture
Equity Research Analyst @ithoughtpms

Feb 4, 2023, 8 tweets

We are back now. @theninjax will talk about multi asset investing.

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Mr Niranjan Sridhar has over 17 years of experience in the Financial markets with over 12 years at ithought. He has an avid interest for financial markets and has been following the equity markets since his school days. He is a certified FRM (Financial Risk Manager).

Market cycles

Winners can quickly become losers. And the vice versa.
Government Securities were at the top in 2016 and the bottom in 2017.
Gold rose from the bottom of the pile in 2021 to be the leader in 2022.

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Sphere, our multi-asset PMS:

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Example of what we got right - pharma theme. A journey of 3.5 years for our clients.

From Nov 2017 to April 2020, we advised clients to buy. Pharma funds tested investors’ patience and nobody wanted to buy. The returns went nowhere for 2.5 years.

And then suddenly, it took off.

When they started doing really well, everybody wanted in.
This was when we gradually exited our investments over a year.

For us, contrarian is a way of investing.

#VoicesofTomorrow #VOT2023 #ithoughtVOT

So what can Sphere do for you?

It can help you create wealth sustainably.
Sphere can protect you from tough market conditions.
Sphere gives you a versatile investment portfolio.
You can align your goals to your investments.
You can bring your world of investments to one place.

Number one pushback when we curated a multi asset product was that it could never do as well as a pure equity product.

The proof is in the numbers – Sphere has done exceedingly well at an aggregate figure, and even better compared to benchmarks and indexes.

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