AAA FOCUS PMS PLAN

• To produce substantial investment returns, the size of the opportunity should be enormous.
• The business should be profitable on a regular basis and among the industry’s top players.
• The business should have a sustainable opportunity for growth while maintaining a reasonable margin of safety.

A portfolio of 30 market leaders with solid corporate governance, significant development potential, and a three-year investment horizon makes up the AAA FOCUS PMS plan. The FOCUS PMS plan from Alfaccurate Advisors is a portfolio of 30 market leaders with 3-5 year investment horizons, solid corporate governance, and significant development potential. We invest in businesses with established management, a solid balance sheet, exceptional profits growth, and excellent corporate governance based on our unique 3M Investment Approach. We think we can preserve money and offer stability through market cycles by making long-term investments in businesses with strong fundamentals and durable competitive advantage. Our 3M model of market size, market share, and margin of safety guide our radically resilient strategy.

•  Industry Size:

The size of the opportunity depends on the size of the market. They favour businesses that aim to capture a sizable market to achieve exponential returns.

• Share of the market:

They invest in businesses that are market leaders because they are better equipped to weather economic ups and downs.

• Safety Margin:

What you pay is the price. What you receive has value. They purchase businesses that are offered at fair prices.

ALFAccurate AAA Focus Plan makes investments in at least 30 businesses. The strategy also has a framework for risk management that is well-defined:

• 40 to 100% of large-cap exposure
• 0 to 60% of mid/small-cap exposure
• Maximum weight in a single stock: 10%
• 35% maximum weighting for one sector
• 50% maximum weighting for the top 10 stocks

ALFAccurate adopts a GARP strategy, typically investing in industry market leaders with significant room for expansion at fair prices. A strategy that has been around for a while, ALFAccurate IOP consistently outperforms its benchmark and has a track record spanning more than ten years.

WHY AAA?

• The company’s founder, Rajesh Kothari, is the CIO of AAA PMS. The founders are fund managers.
• Rajesh formerly held the positions of Fund Manager at DSP MF and Partner at Voyager Investment Advisors (FII).
• Received the Platinum Fund Manager Award for DSP and the CRISIL Mutual Fund of the Year Award from CNBC TV18.

SHARES FUND:

There is no chance that the client’s guardians will change, ensuring complete dedication and investment interest alignment.

• Customer-focused business model: AAA exclusively engages in PMS and investment advice activities; it does not engage in broking, asset management, etc. The clients, therefore, have no conflict of interest.

The advantages of speaking with the founder directly are enjoyed by AAA clients, ensuring better understanding.

Family offices and UHNIs are among AAA’s clientele. AAAPMS is currently supplied via well-known national distributors.

• Superior Performance: AAA PMS is one of the few companies in the sector to have operated for ten years.

In the past 10+ years, AAA IOP PMS has produced a CAGR of 17.6%, as opposed to the 11.2% posted by the BSE 500 Index.

Due to its exceptional risk-adjusted return performance across all categories, AAA IOP PMS was given the Best 10-Year Performance Award (rank 3) on February 21. (data analyzed by IIM Ahmedabad).

30 market leaders with strong corporate governance comprise the portfolio, significant development potential, and a three-year investment horizon that makes up the AAA FOCUS PMS plan.