NJ Freedom ETF Portfolio

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NJ Freedom ETF Portfolio

About Company – As part of the NJ Group, NJ Asset Management Private Limited has a long history. The group’s main firm, NJ India Invest Private Limited (NJ), was founded in 1994 to meet the rising demands of the financial services sector. NJ is now one of India’s most prominent distributors of investment goods and suppliers of financial services.
Over two decades of experience in the sector, the NJ group has developed a deep understanding and subject competence in the financial investments arena and portfolio management services.
NJ is one of India’s major mutual fund distributors, with about Rs. 1,23,568* in mutual fund assets under administration. NJ also boasts one of India’s largest networks of financial product distributors, with over 2,000 of them 26,805 * work in financial product distribution.

Fund Snapshot

Year of Inception 2018
Number of Stocks 4 ETFs
Investment Horizon Long Term
Investment Style Rule Based Investing

Investment Style

NJ’s Rule based investing is a propreitary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists

About Company-

Mr. Neeraj Choksi ( Director )

Mr. Neeraj Choksi is the co-founder and promoter of the NJ Group, a Surat-based diversified business conglomerate. NJ Group operates in a variety of industries, including real estate, asset management, technology, and training, but it is best known for its work in the financial services market, where it has one of India’s largest networks of financial product distributors. Mr. Neeraj Choksi has been active in offering direction to and influencing the future of the asset management sector as the visionary founder and MD of NJ Asset Management Private Limited.

Mr. Rajiv Shastri (Director & Chief Executive Officer )

Mr. Rajiv Shastri is a chartered accountant with a master’s degree in economic management and policy from the University of Strathclyde in Glasgow. He has more than 25 years of expertise in Fixed Income Fund Management responsibilities. Macroeconomic Analysis, Quantitative Investments, and Business Strategy are all examples of macroeconomic analysis. He was a member of the HDFC Mutual Fund’s founding staff and oversaw Fixed Income Investments. Later, at Lotus Mutual Fund, he was in charge of business strategy and growth. He was the ED and CEO of Essel Mutual Fund during his most recent stint in the MF sector. He is a columnist for ETPrime, Money Control, and Business Standard, as well as a professor of practice at the National Institute of Securities Market.

Unique Feature

The IA Focuses on investing in Equity oriented Exchange Traded Funds tracking Indian or Foreign Indices

Investment Philosophy

OBJECTIVE & INVESTMENT APPROACH – FREEDOM ETF PORTFOLIO

The main objective of the portfolio investment approach is to generate capital appreciation in the long term through investments in Equity oriented Exchange Traded Funds(ETFs) and Index Funds which have underlying as Indian or Foreign indices ■ The proposed investment approach is as summarised below : ■ Rule-based selection ■ Focus on investing in Equity oriented Exchange Traded Funds tracking Indian or Foreign Indices ■ Currently the portfolio invests in Exchange Traded Funds that are tracking the following indices : ■ NIFTY 50 – 25% ■ NIFTY NEXT 50 – 25% ■ NIFTY MIDCAP 150 – 25% ■ NASDAQ 100 – 25% ■ Portfolio would be reviewed for re-balancing on a yearly basis unless there is a large change in the allocation by virtue of the index performance ■ The Benchmark would be NIFTY 500 TRI

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.