Our primary aim is to optimize long-term wealth for our clients while minimizing risks. We achieve this through methodical, sustained, and disciplined investment decisions rooted in extensive research and analysis. Leveraging our collective effort, knowledge, experience, and unwavering diligence, we ensure rational and informed choices that align with our clients’ goals.
SEBI registered Portfolio Manager # INP000005323.
| A long term investment horizon | Tax- efficient investing & minimizing trading costs | Buying quality assets when offered at a margin of safety | Disciplined selling based on fundamentals and valuations |
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| No management fees | Only Performance based fees | High water mark principle is applicable on performance fees as per SEBI regulations | Axis bank will provide fund accounting & custodian services to ensure complete transparency |
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| Market leadership in products or services offered | Ability to sustain market position | Significant growth opportunities | High returns on invested capital | Management with integrity & history of efficient capital allocation | Margin of safety on valuations |
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Optimize Your Wealth with Newberry's Investment Portfolio Management Service
Personalized Investment Strategies
At Newberry, we tailor strategies to meet your unique financial goals, focusing on long-term wealth optimization.
Our Investment Philosophy
Long-Term Investment Horizon
We focus on long-term opportunities, allowing your wealth to grow sustainably over time.
Tax-Efficient Investing
We prioritize tax-efficient strategies, minimizing trading costs to maximize your returns
What is Investment Portfolio Management Service?
Tailored Investment Solutions
Portfolio Management Service (PMS) provides customized solutions, managed by professionals to meet your financial goals.
Targeted High-Quality Investments
Our ‘Seeking Alpha’ approach focuses on high-quality companies offered at favorable valuations
SEBI registered Portfolio Manager # INP000005323.