Hexagon Wealth
April, 2014

HNIs in India Overweight on Real Estate

Likely consequence: going forward; Indian investors will reduce incremental exposure to real estate,instead choosing to increase exposure to financial assets where they are underexposed. Meaning? Real estate may not repeat the performance of the last decade & financial assets may do better!

Real Estate

TopValue: Price is what you pay, Value is what you get


Cummins India - Patience pays off!
We waited for almost a year to add the stock to our Top Value portfolio. After entry, we waited for six months for the stock to perform. Since the accumulation period, the stock has notched a gain of 32%.

Srikanth's take
Client's  Speak

In The Press

Investment Guidance by Mr. Srikanth Bhagavat in Dalal Street Investment Journal - DSIJ issue Mar 24-Apr 6 2014:

  • Start your tax savings NOW!
  • A monthly investment (SIP) into an Equity Linked Savings Scheme will be easier to manage than a lumpsum cash outflow in March.
  • Convenience and performance will be improved with an SIP.
  • Equity linked savings schemes (ELSS) are diversified equity funds which offer tax benefits under Section 80C of the Income Tax Act.
  • Read the complete article for a greater insight…

Dalal Street