Our Diary
March 2013
Year of Absolute Alpha We are extremely delighted with the performances of all our three strategies in the last financial year. We have been able to generate a 6% plus alpha in all the three portfolio strategies. Our unwavering focus on high quality businesses coupled with bottom up stock picking has benefitted us tremendously. The markets have been and still are extremely challenging wherein we are witnessing constant rotation of sectors and lower single digit returns.

We are happy to announce the completion of three successful years of India Equity. The portfolio has generated returns in excess of 30% CAGR in the last 3 years where the market has just moved sideways. It’s our commitment to continue with our focus on high quality businesses and trends which can create tremendous wealth for our investors. Our theme will be to identify businesses which can be “BIG FISH IN BIG POND”.





Wealth Architecture - Jain Investment Advisors Pvt. Ltd.


22

years of foundation

04

distinct strategies

45

registered advisors

330

asset under management

1000+

HNI Investors