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Fund Snapshot

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About Fund Manager

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.

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

Unique Feature

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

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

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