AAA IOP PMS

AAA IOP PMS invests in businesses that are leaders of the market with strong corporate governance.

The fund follows the 3M investment approach that is as follows:

• Market Size
• Market Share
• Margin of Safety

AAA PMS believes in prudent risk management with diversification, staggered investment approach and defined exit strategy.

Investors who want to increase the proportion of their core stock holdings in high-growth companies with superior and steady development. It is a market cap-neutral portfolio that is unprejudiced toward any specific sector or business.

Financial Horizon Perfect for investments with a time horizon of at least five years. Because AAA IOP PMS is a special platform that provides knowledge-driven investment with highly useful statistics, reports, and well-written content, so we highly suggest it. A highly intelligent, educated, and experienced team makes up AIF PMS.

This strategy’s goal is to buy shares in listed firms that are a mix of high growth and value equities. Capital protection is the main area of focus with the goal of delivering good long-term returns through a disciplined, basic, research-driven strategy.

Stock Identification 

• Focus on earnings, free cash flow, ROE, long-term growth, and profitability patterns from a universe of 600 firms
• Filter technique – employing a variety of valuation metrics

Process of analysis and decision-making

Initial evaluation, corporate encounter, and thorough due diligence

• Determine a long-term competitive advantage

Investment strategy for India that places a high priority on exceptional and sustainable growth

Pay attention to businesses with solid balance sheets and excellent returns on invested capital

portfolio with a range of 40 to 60 high-quality growth companies

Award-winning track record with 12+ years of performance at 18.8% CAGR compared to 12% for the benchmark index Enjoy the advantages of real multicap with the appropriate balance of large, mid, and smallcap exposure (for the period 23 November 2009 to 28 February 2022)