PLUTUS
OPPORTUNITIES

OUTSMART. OUTTHINK. OUTPERFORM.

One investment opportunity that can deliver returns much higher than Nifty 500.

Introduction

Through Plutus Opportunities, we aim to optimize long term risk adjusted,
post tax post fees CAGR of investments.


Investment Philosophy


B2C firms (min. 50% of the portfolio)
with opportunistic allocation to
investment/industrials

Established franchises and intangibles
that enjoy operating leverage over
business cycles

Companies that leverage India's growth
to improve capital allocation and
capital structure

Key Investment Attributes

Profitable Growth

Profitable companies with high ROE, ROIC, Cash flow generation and low leverage over a business cycle

Emerging or Established Leadership

Companies which are clear or emerging leaders in their respective industry

Operating leverage

Companies with ‘fixed cost structure” and/or “Benefit of scale” leading to operating leverage in profitability

Large Addressable Opportunities

Companies with potential for long term secular growth due to large addressable opportunities

Performance Comparison

As on 30th September 2020

Past performance is not indicative of future performance.

The returns from this product is not guaranteed and is dependent on the performance of the underlying investments.

The product is offered under our RIA license.