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Investment Advisory Portfolio

Research backed advisory portfolios aim to outperform the benchmark by generating alpha over the medium to long-term

What are Investment Advisory Portfolios?

Advisory portfolios backed by fundamental research, quantitative research, or a combination of both, aim to outperform the benchmark by generating alpha over the medium to long term. We focus on identifying emerging themes and investing in companies with strong competitive advantages, while carefully monitoring valuations. Unlike PMS, these portfolios are advisory, allowing investors to retain control over custody and execution.

Why Clovek Investment Advisory Portfolios?

Building equity portfolio backed on strong research foundation for wealth creation

Enabling professional services at considerably lower ticket size to enhance retail participation in equity

Seamless onboarding and execution journey which is entirely digital

portfolio

How do we select and construct the portfolio?

Businesses having strong moats resulting into market share gains / higher return on capital / pricing power

Capital allocation policy focusing on returns in excess of cost of capital – we are not keen to consider constituents having return ratios not matching cost of capital

Available at reasonable valuation through using a mix of free cashflow based intrinsic valuation and relative valuation

Superior management track record with clean books and higher corporate governance standards – the portfolio constituents pass through a check on cash conversion rather than accrual profits, sustainability of earnings, related party transactions, management compensation etc.

Portfolios

Clovek Quant+

Clovek Quant+

Objective: Long-term wealth creation by investing in high-quality stocks with strong momentum through a data-driven quantitative model

Features: 

  • 1) Data-driven quantitative approach
  • 2) Factor-based investing, focusing on momentum and quality
  • 3) Well-diversified across sectors having volatility / beta comparable with NIFTY500
  • Ticket size: Rs. 12 lacs
  • Benchmark: NIFTY500
  • Recommended time horizon: 3+ Years
  • No. of stocks: 40 to 50
  • Fees: 2.5% AUA + Taxes
  • Performance (till 31st Oct’ 2024): Quant+ 65.9% (CAGR Backtested since 01st Jan’ 2023)
Fact sheet
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Clovek Perseverance

Clovek Perseverance

Objective: Long-term wealth creation by investing into quality businesses through a top-down approach

Features: 

  • 1) Top-down approach
  • 2) Well-diversified across sectors having volatility / beta comparable with NIFTY50
  • 3) Large-cap bias
  • Ticket size: Rs. 5 lacs
  • Benchmark: NIFTY50
  • Recommended time horizon: 3+ Years
  • No. of stocks: 20 to 30
  • Fees: 2.5% AUA + Taxes
  • Performance (till 31st Oct’ 2024): Perseverance 22.8% (CAGR Since Inception 13th Nov’ 2020)
Fact sheet
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Clovek India Opportunities Portfolio(IOP)

Clovek India Opportunities Portfolio(IOP)

Objective: Long-term wealth creation by investing into quality businesses through a bottom-up approach with thesis backed on company specific stories with a blend of top-down approach

Features: 

  • 1) Bottom-up approach
  • 2) Well-diversified across sectors having volatility / beta comparable with NIFTY500
  • 3) Small & Mid-cap bias
  • Ticket size: Rs. 5 lacs
  • Benchmark: NIFTY500
  • Recommended time horizon: 3+ Years
  • No. of stocks: 20 to 30
  • Fees: 2.5% AUA + Taxes
  • Performance (till 31st Oct’ 2024): IOP 19.1% (CAGR Since Inception 11th Apr’ 2022)
Fact sheet
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Value

Clovek Deep Value

Objective: Long-term wealth creation by investing into businesses which have significant price value mismatch

Features:

  • 1) Bottom-up approach
  • 2) Well-diversified across sectors having volatility / beta comparable with NIFTY Small-cap 250
  • 3) Small-cap bias
  • Ticket size: Rs. 5 lacs
  • Benchmark: NIFTY Small-Cap 250
  • Recommended time horizon: 3+ Years
  • No. of stocks: 20 to 30
  • Fees: 2.5% AUA + Taxes
  • Performance (till 31st Oct’ 2024): Deep Value 35.6% (CAGR Since Inception 02nd Sep’ 2022)
Fact sheet
Invest

FAQ

What can we help?

Clovek IAP are fundamental or quantitative research backed equity portfolios.

Complete your onboarding on Clovek portal. Choose the portfolio meeting your investment objective and risk profile and complete all digital journey to subscribe. Speak to our advisor in case of any queries regarding your risk profile and suitability of the portfolio.

No, the portfolios can be bought through the existing demat account.

The execution and control of the investment rest with the investors in case of advisory portfolios unlike a PMS where a portfolio manager takes action on behalf of the investors. Clovek is only advisor, we don’t touch the funds or securities.

Yes, every portfolio has a minimum investment amount depending upon the weights of stocks in the portfolio. Find the details of minimum investment amount in the portfolio description above.