AAA Budding Beasts PMS

DIVERSIFICATION

Three important risks : Governance, Technology and Business cycle – can be reduced only by Diversification. We invest across market cap, sectors, and companies to reduce company/sector specific risk.

STAGGERED APPROACH

We build the portfolio over a period of time. We do not follow Model portfolio approach.

DISCIPLINED EXIT STRATEGY

We have a disciplined Exit strategy. We sell/reduce due to rebalancing of the portfolio, change in growth assumption of our portfolio company, expensive valuations.

Market Size

Market size determines size of opportunity. We prefer companies which are targeting large market size to generate exponential returns.

Market Share

We buy the companies which are leaders in their sector as they are best positioned to navigate upturn and downturn of the economy.

Margin Of Safety

Price is what you pay. Value is what you get. We buy the companies which are available at reasonable valuations

Screening Stage

Companies which have a good corporate governance, strong business moats along with a reasonable profit size

Deep Dive Stage

Companies which are market leaders and effectively positioned to grow and multiply

Selection Stage

Companies with strong earnings growth prospects and right valuations

MANAGEMENT PRACTICES

To assess the governance

ACCOUNTING POLICIES

Assess the consistency and fairness of the accounting policies

TAXATION MISCHIEFS

Identify the potential fraud

QUALITY OF CASHFLOW

Ability to convert the revenue to cash and re-invest into the business

LONGEVITY OF BUSINESS GROWTH

Sustenance of revenue and earnings growth Assessing competitive advantage

LONGEVITY OF RETURN RATIOS

Gauging business profitability and efficiency

LONGEVITY OF CASHFLOW

Identify financial strength

LONGEVITY OF REINVESTMENT

Intensity to generate Self sustaining growth

Access to Market Leaders

Aims for mid & small cap exposure to ~50 market Leaders across sectors.

Growth Potential

Significant growth opportunities for Small and Mid-cap companies can lead to superior returns.

Grounded in Research

Combines top-down and bottom-up research with strong due diligence.

Award Winning Track Record

We have a proven track record of investment in companies yielding multibagger returns.

Why AlfAccurate Advisors?

Client-Centric Business Model

• AAA is only into PMS & Investment advisory and not into other businesses like broking, wealth management, etc. Hence, no conflict of interest for the clients.
• AAA clients enjoy the benefits of directly communicating with the founder, thereby ensuring enhanced understanding.
• AAA clients include family offices, UHNIs and AAA PMS product is presently distributed by well known national distributors.

Superior Track Record

• AAA PMS is one of the few players in the industry which has completed 13 years.
• During the last 13+ years, AAA IOP PMS delivered 18.3% CAGR vs 12.1% CAGR reported by BSE 500 Index.
• AAA IOP PMS received Best 10 year Performance Award (rank 2) in the country for delivering superior risk adjusted returns.