Market

Portfolio
Security Analysis and Portfolio Management

Team Members:
Harleen Kaur 2021PGP204
Himanshu Bulchandani 2021PGP205
Himanshu Parashar 2021PGP206
Sakshi Malani 2021PGP233
Shubhangi Mittal. 2021PGp236
 Fund Managers

Harleen Kaur
She is a B.com (H) graduate with 2 years of work experience as an Audit
Associate at KPMG Global Services.

Skills- Strong Emotional Control

Himanshu Bulchandani
He is a B.com graduate. He has a prior internship experience in Investment
banking with Kapso Business Service.

Skills- Risk Management

Himanshu Parashar
He is a BSC physics Hons graduate. He has a prior internship experience as a
financial analyst with Metalbook.

Skills- Decisive Skills

Sakshi Malani
She has done bachelor’s in commerce (Finance) from Kurukshetra University.
She has six months of work experience in her family business.

Skills- Quantitative Skills

Shubhangi Mittal
She is a B-tech Engineer. She has a prior work experience of one year with Bank
of America Continuum Pvt ltd.

Skills- Strong Analytical Skills

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 METAVERSE Portfolio
OBJECTIVE:
The investment objective of the portfolio is to provide long-term capital appreciation by investing in a
diversified basket of companies while aiming to maximise the portfolio return while minimising risk.

However, there is no guarantee or assurance that the investment objective of the portfolio will be
achieved. Responsible investing is gaining importance across the world and will soon become the
cornerstone of all investment principles. Therefore, we, as asset managers, will continue building
further expertise in this domain. We see this as our duty towards our investors and society at large,
especially at a time when the impact of climate change is becoming a real threat across the globe.

Our investors will always remain at the core of everything we do as we work towards the different
goals, we have set for ourselves, be it the solutions we offer to investors, the digital infrastructure we
develop or what we communicate.

The following are our investment objectives:

Qualitative:

 To provide the investor with the opportunity of long-term capital appreciation by investing in a
diversified portfolio comprising predominantly large cap, mid and small-cap companies.
 Our commitment is towards responsible investing, adhering to the tenets of the ESG principles.
 To provide the investor with the opportunity of long-term capital appreciation by investing in a
diversified portfolio of equity and equity-related securities following a contrarian investment
strategy.
 To generate capital appreciation from a diversified portfolio of equity & equity-related
instruments.

Quantitative:

 Maximising the return while minimising the risk

 Maintaining the Sharpe ratio between 1 and 2
 Maintaining a positive Treynor ratio

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 SCREENSHOTS

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