ENAM India Diversified Equity Advantage Portfolio (EIDEA)

EIDEA is a product that channel partners may sell, and it allows customers’ money to be invested in SMAs (separately managed accounts). EIDEA clients profit from having a unique and independent bank account and demat account as well as our skilled channel marketing team’s services. The brokerage account is also at a pool level, susceptible to the aggregation of purchases or sells for economies of scale. The trades will be conducted as a group, and they will be distributed to individual accounts following completion.

There are about 20 equities in this long-only, high-conviction portfolio. The portfolio is built after examining high-quality, fundamentally sound firms with the potential to execute for reliable long-term development and buying the best of them at reasonable prices. Our careful risk management practices guarantee a well-balanced portfolio and aim to produce higher results on a risk-adjusted basis. Long-term ownership of these prospects is what we retain in order to provide alpha to our clients consistently.

• For efficient portfolio management, EIDEA successfully integrates top-down economic research with bottom-up fundamental analysis.
• Deliver great overall performance over two to three years, outperforming benchmarks and competitors.
• To protect money and value, control risk.
• Make long-term investments in companies with execution skills and competitive advantages that will enable them to develop consistently and profitably.
• Choose carefully the medium-term possibilities economic cycles, and temporary disruptions bring.
• Invest in profitable valuations
• Create a focused portfolio.
• systematically varying one’s portfolio’s size and sectors
• Each portfolio customer has a separate bank account, Demat account, and custody account in their segregated accounts.
• The brokerage account and liquid mutual fund investments account will be the same, subject to aggregated purchases or sells for economies of scale. The trades will be conducted collectively, and following execution, they will be distributed to individual accounts.
• Reinvesting dividends from the underlying stocks
• The product does not compensate investors in the interim.

FUNDAMENTAL EQUITIES PLATFORM

In order to offer investing solutions focused on equities, the fundamental Equities platform was established in 1997. By continually using our mindset and approach, it aims preservation and long-term capital growth. EIDEA is a continuation of flagship product ENAM India Core Equity Portfolio, which over the previous 17 years has achieved a 22.2% CAGR (vs. 15.6% Nifty 500). (ending March 2018).

• ENAM Asset Management, a stand-alone division founded in 1997, offers specialist investment solutions to Indian families, businesses, NRIs, and international organizations.
• Indicator of Value
• Managed discretionary accounts: May be altered to satisfy tax and investment needs
• Mandates for institutional investors to consult
• Prioritize the needs of the client, open, and value-adding
• Team with experience, stability, and skill

Reliable Platform, Engagement & Capabilities

ENAM has installed cutting-edge infrastructure, which enables us to:

• Boutique-level specialization and the solidity of a bigger company
• Expertise in research, exclusive tools, and many industry contacts
• Processes for risk management and discipline that have been tried and tested through time and across cycles
• An ongoing dialogue on your portfolio and current affairs

ENAM pioneered many practices that have now become industry standards. For example:

Accounts separately handled, and different service providers handle the administration and audit

Investment Objective

Generate capital appreciation through investments in equities with a long-term perspective.

Investment Approach

Construct a high quality, high conviction, long-only portfolio and Allocation across industries and capitalization ranges including companies which are typically under-researched and offer a higher return potential

Vallabh Bhanshali
Founder and chairman of Enam Group

 Vallabh Bhanshali is a graduate of law from Mumbai university. By profession, he is a Chartered Accountant. Mr Bhanshali started his career as an accountant. He later shifted to the security market and has been acing it ever since. Mr Bhanshali is known as an investment banker, investor, and venture capitalist. He had played the role of director of the board of several companies before he founded his own company. Mr Bhanshali founded his own company Enam Group in 1984. He has been the trustee of the Bombay stock exchange. Mr Bhanshali has also been a member of the Reserve bank of India(RBI) and committees of the Security and Exchange Board of India(SEBI). The honour of citation of “Veteran Economist of the Capital Markets” has been bestowed upon him by the Indian Business Council.

Mr Nemish Shah
Founder Of Enam Group

Nemish Shah is the co-founder of the Enam group alongside Vallabh Bhanshali, which they founded in 1984. Enam Group has orchestrated India’s finest and most successful IPOs under Mr Shah’s Leadership and guidance. He has also designed the Enam group’s investment research strategy. The title of pioneer of modern Indian finance and investment research is bestowed upon him. Mr Nemish Shah is a well-known philanthropist and proponent of higher education. Foundation for liberal and management education as a mode of uplifting the standard of teaching was instituted by him.

Mr Jiten Doshi
Founder and CIO of Enam AMC

Jiten Doshi is a graduate of Mumbai university. He is one of the Co-founders of Enam Group. Mr Doshi is currently working as the Chief Investment Officer at Enam AMC. He is responsible for all the investment-related matters and the day-to-day working of the company. Mr Doshi has experience of over 30 years. He has also founded the Listed equity managed account business, which works accounts at Enam AMC. Mr DOshi is a trusted advisor to various management bodies on transparency, corporate governance, disclosure, and shareholder value creation.

Leading investment manager Enam AMC specializes in India-listed stocks for both local and foreign investors. Advisory services and discretionary managed accounts are among our products. We view ourselves as trustees of our customers’ assets and we customize our portfolio according to the client’s exclusive needs  and preferences in order to optimize their returns.

This company manages the portfolios of hundreds of clients with assets totalling billions of dollars in the city. The HNIs, corporate customers, and international institutional investors are the major target markets for the Enam Asset Management PMS.

The group at this company, that is in charge of investment planning, strategy, and execution is skilled and competent in this area. Before investing any of the clients’ money, they do extensive study and analysis thanks to their years of expertise.

• Established by Independent Professionals who have shown significant collaboration
• The organization has a solid corporate governance system that is integrated with its unique beliefs and values, which direct its long-term commercial objectives.
• Controlled by professionals – No employment or dealings with linked parties
• The business has had lucrative growth for two decades, but instead of paying dividends to its stockholders, it has reinvested all earnings in further development and growth.
• One of the well-capitalized asset management businesses in India with a clear business strategy

• Founded on values and guided by principles is the company’s motto.
• A deeply ingrained belief in good corporate governance, disclosure requirements, and openness
• Global footprint that is diverse and regulated in six different countries
• Exemplary track record of never violating any compliance obligations in any country
• Since the company’s founding, there have been zero consumer complaints to any regulatory authority.
• A pioneer in creating standards for the industry