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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

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization

The proposed investment approach is as summarised below :

  • Rule-based stock selection
  • Focus on companies with superior momentum and volatility factors
  • Flexible allocation to invest across market capitalisation
  • Portfolio would be reviewed for re-balancing on a quarterly basis

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

Unique Feature

Rules Based stock selection with superior Momentum and Volatility factors

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