Investment Adviser
ABOUT
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Chethan Dhruva got his investment advisory licence from SEBI in June 2020 and embarked on his advisory journey
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The advisory services are focused on direct equity investments in the Indian markets backed by deep research
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Prior to his advisory endeavour, Chethan worked in in equity research for a couple of years and in the IT industry for 20+ years. He held leadership positions. in mid to large IT firms, before switching full time into equity research from 2018, an area which he has always been passionate about.
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Education : B.E (Bangalore University) and PGDSM (PG Diploma in Software Management) from IIM – Bangalore
5
YEARS AS INVESTMENT ADVISOR
7
YEARS IN EQUITY RESEARCH
Equity Advisory Services
The advisory is focused on equity investment strategies based on the investor's risk profile. The 3 broad categories that are on offer, are outlined below
Steady
Recommended Stocks /ETFs will be typically in Large and Midcap space with the objective of generating higher than NIFTY returns with near NIFTY volatility
Multibagger
Recommended Stocks /ETFs will be across market caps with the objective of generating returns that are significantly higher than the NIFTYSMLCAP250/BSE-SMALLCAP INDEX. Volatility will be high
Hybrid
A combination of Steady and multibagger strategies based on the investor risk profile
Mode of Investment
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Investments can be in the form of a lump-sum or a SIP or a combination of both.
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As an alternative to a lump-sum, the investor can start by allocating their existing Equity Investments for advisory and make changes based on our recommendations.
Fee structure
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Fees are charged based on a percentage of AUA (Assets Under Advice)
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Details will be furnished prior to the advisory agreement
