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About Fund Manager

Mr. Mohit Nigam- Principal Officer

Mohit possesses extensive professional experience and in-depth knowledge of equity, Forex, and bond markets. Before leading PMS at Hem Securities Ltd, he managed the SLR portfolio at Axis Bank (Treasury) and contributed to the bank’s hedging strategies. Prior to his tenure at Axis Bank, he was part of the Forex Trading India Group (Treasury), where he provided advisory services to mid- and large corporations.

Academically, he is a Chartered Accountant (Gold Medalist, AIR-42) and Company Secretary (Gold Medalist, AIR-23). He also holds a management degree from the Indian Institute of Foreign Trade, Delhi.

His views and opinions are regularly published in several leading financial dailies.

Ms. Astha Jain – Sr. Research Analyst

She holds an MBA in Finance and works as a Senior Research Analyst at Hem Securities Ltd, where she is also part of the HEM PMS team. Since joining the research team in 2005, she has gained 15 years of experience in equity research, focusing on company fundamentals and identifying many successful investments.

She also works in Hem Securities’ Investment Banking Division, evaluating company valuations where the firm acts as a lead manager or merchant banker. Additionally, she is a key member of the primary market research team, covering over 500 IPOs and preparing their research reports since 2005.

She is a well-known media personality, regularly appearing on business channels like CNBC Awaaz, Zee Business, Bloomberg Quint, and CNBC Bazaar (Gujarati Channel). Her views are often featured on major financial websites like Economic Times, Moneycontrol, and Financial Express.

OUR INVESTMENT APPROACH

APPROACH-I DREAM (MULTI CAP)

  1. OFFERINGS
    -Invest in Equities
    -In Cash Segment Only (No Future & Options)
    -Minimum Investment of INR 50 lakhs
  2. APPROACH
    -Concentrated Portfolio of Approximately 23-35 Scrips
    -Investments in Fundamentally Strong Companies
    – Mix of Stable & Growth Oriented Companies
  3. VISION
    – Consistently Providing Healthy Returns by Outperforming The Markets
    – Minimizing Risks Through Sector Diversification
    – Maximum sector allocation of 25%#* & Stock Allocation of 10%*

APPROACH-II IRSS (SME & SMALL CAP)

  1. OFFERINGS
    -Invest in SME and SMALL CAP (Listed, Long Only)
    -In Cash Segment Only (No future & Options)
    -Minimum Investments of 50 lakhs
  2. APPROACH
    – Highly concentrated portfolio of High Growth Cos’s.
    – Investment in business with stability and sustainability
    – Primarily investing in high conviction SME and small cap companies.
  3. VISION
    – Providing healthy returns by outperforming the markets.
    – Minimising Risks through Sector diversification
    – Maximum Stock Allocation of 12-14%*

WHY INVEST IN SME AND SMALLCAPS?

  1. Potential for Multibagger Returns
    SMEs and small caps often have significant growth potential, which can lead to substantial returns on investment.
  1. Increased Likelihood of Generating Alpha
    These investments can outperform the market, providing higher-than-average returns compared to larger, more established companies.
  1. Opportunity to Invest in New and Emerging Sectors
    Small companies often operate in innovative and growing industries, offering unique investment opportunities.
  1. Greater Chances of Finding Companies at Much Lower Valuations
    Investors can identify and invest in promising companies early, often at more attractive prices before they are widely recognized.

Benefit of Investment in Both Strategies at One Time

 DREAM (MULTI-CAP APPROACH)

  • Long Term Wealth Creation
  • Sectoral Diversification
  • Risk Mitigation

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IRSS (SMALL & MICROCAP – SME FOCUSED APPROACH)

  • High Risk High Returns
  • Potential to generate outstanding returns

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COMPLETE & OPTIMUM EXPOSURE TO INDIAN EQUITIES

  • Probability of Higher Return Generation
  • Diversification amongst equities
  • Limited overlapping of portfolio

Fund Overview

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