down strategy based on porter’s advisors
TRANSCRIPT
contact us For more inquiries contact us at +91 84249 79599, or email us at [email protected]
Visit our subscription page: www.piperserica.smallcase.com
Our Presence
Name Location Format Investors Min. Investment
Piper Serica India Numero Uno Fund Mauritius FPI Non-Indian & NRIs US $100,000
Piper Serica Leader Portfolio Strategy India PMS Resident & NRIs INR 50 Lakh
Wealth Compounder by Piper Serica India Smallcase Resident & NRIs INR 2.5 Lakh
Formidable Dozen (FD+) by Piper Serica India Smallcase Resident & NRIs INR 2.75 Lakh
Emerging Dominators (ED+) by Piper Serica India Smallcase Resident & NRIs INR 2.5 Lakh
India Internet Opportunities by Piper Serica India Smallcase Resident & NRIs INR 75,000
Investment Advisory
Emerging Dominators - ED+ Formidable Dozen - FD+ Wealth Compounder India Internet Opportunities
Small & Mid Cap Strategy Moderately High Risk
Large Cap Strategy Moderately Low Risk
Multi Cap Strategy Moderate Risk
Multi Cap Strategy Moderately High Risk
Piper Serica
Advisors
About Us Piper Serica is a SEBI registered Portfolio Management Service (PMS) provider. The equity assets that we manage include a Mauritius based FPI, an Indian PMS & a Portfolio Advisory Platform. All the funds are managed under a top-down strategy based on Porter’s 5 forces model, that identifies fast-growing industry leaders that compound earnings & grow the wealth of investors for a long period of time. In a short period, Piper Serica’s PMS is rated as one of the top PMS’s based on its performance.
Contact Us
For more inquiries contact us at +91 84249 79599, or email us at [email protected]
Visit our subscription page: www.piperserica.smallcase.com
24.8%
12.4%
10.1%11.2% 10.4%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
Piper Serica PMS Top 5 Multi Cap MF Avg. Nifty 50 Nifty 500 Sensex
Our Track Record Since Inception (Feb 2015)
Piper Serica
Advisors
Our Track Record Strict adherence to our Investment Framework and our deep research expertise has not only given better returns but has also helped us beat the benchmarks.
All returns are audited by an independent auditor.
Returns generated on other pools of capital vary based on their vintage and mandated risk level.
Past Performance Is Not Indicative of Future Results. We do not guarantee returns.
Source: Piper Serica, Bloomberg, Valueresearch
7%
7%
9%
9%
10%
14%
44%
0% 10% 20% 30% 40% 50%
QSR
Online services
Materials
Real estate
Consumer Discretionary
Healthcare
Banking and Capital Market
Mid Cap25%
Small cap 75%
Emerging Dominators+ (ED+) by Piper Serica
Investment Objective To multiply wealth for a long period of time by investing in a portfolio of multi-baggers from high growth small and mid-cap stocks.
Investment Strategy With an increase in per capita GDP there is a significant change in the consumption pattern of Indian consumers. This will create new industries and will give an opportunity to young companies to grow fast and benefit from these new trends. We have chosen 12 such companies that have already created a substantial market presence and are now geared to grow rapidly.
Top 5 stocks
Name Sector
CDSL Financials
Dixon Technologies India Ltd Industrials
APL Apollo Tubes Ltd Materials
Apollo Hospitals Enterprises Ltd Healthcare
MCX India Ltd Financials
Strategy vs. benchmark:
Investment Universe Our chosen universe is companies that have a market capitalization of less than INR 35,000 crores. They are all rapidly growing in their fast growth industry. They have demonstrated high level of corporate governance and are managed by transparent and successful professional managers. The average market cap of the portfolio will be capped at INR 15,000 crore to ensure adequate representation of both small and mid-cap stocks.
Sector Breakup:
Market Cap Breakup
Fund Manager: Abhay Agarwal About Piper Serica: Abhay started his investment career with Citibank in 1993 by managing its investment program. In 1998 he joined Chase Capital & worked in Hong Kong & Singapore as part of a team that invested in companies in Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He uses his 25 years of extensive investment experience to manage funds in a disciplined & systematic manner in order to compound the wealth of investors for a long period of time with minimal volatility.
Piper Serica is a SEBI registered Portfolio Management Service (PMS) provider. The equity assets that we manage include a Mauritius based FPI, an Indian PMS & a Portfolio Advisory Platform. All the funds are managed under a top-down strategy based on Porter’s 5 forces model, that identifies fast-growing industry leaders that compound earnings & grow the wealth of investors for a long period of time. In a short period, Piper Serica’s PMS is rated as one of the top PMS’s based on its performance.
73.7%
97.1%
34.0%
6.7%0.2%
21.9%
55.2%
15.9%
4.9%
-1.1%
-20.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
3 year 1 year 6 month 3 month 1 month
ED+ Nifty Mid-Smallcap 400
Riskometer
Min Investment: INR 2,50,000 Fees: 2.5% of avg. AUM per year, paid monthly SIP Option: Available after min. investment of INR 2,50,000. Min SIP: INR 50,000
As of 30-Nov-2021
Upto $5 bil. – smallcap $5 to $10 bil. -midcap above $10 bil. - largecap
Strategy vs. benchmark:
Wealth Compounder by Piper Serica
As on 30-Nov-2021
Grow wealth by investing in natural compounders of earnings that produce above-average returns with below average business volatility.
Abhay started his investment career with Citibank in 1993 by managing its investment program. In 1998 he joined Chase Capital & worked in Hong Kong & Singapore as part of a team that invested in companies in Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He uses his 25 years of extensive investment experience to manage funds in a disciplined & systematic manner in order to compound the wealth of investors for a long period of time with minimal volatility.
Piper Serica is a SEBI registered Portfolio Management Service (PMS) provider. The equity assets that we manage include a Mauritius based FPI, an Indian PMS & a Portfolio Advisory Platform. All the funds are managed under a top-down strategy based on Porter’s 5 forces model, that identifies fast-growing industry leaders that compound earnings & grow the wealth of investors for a long period of time. In a short period, Piper Serica’s PMS is rated as one of the top PMS’s based on its performance.
About Piper Serica: Fund Manager: Abhay Agarwal
Security Sector
Dixon Technologies India Ltd Industrials
Info Edge (India) Ltd Technology
Apollo Hospitals Enterprise Ltd Healthcare
HDFC Life Insurance Company Ltd Financials
Godrej Properties Ltd Real Estate
Sector Breakup: Top 5 stocks
Investment Universe Investment Strategy
Investment Objective
Min Investment: INR 2,50,000 Fees: 2.5% of avg. AUM per year, paid monthly SIP Option: Available after min. investment of INR 2,50,000. Min SIP: INR 50,000
Riskometer:
Market Cap Breakup:
Leaders of fast growth industries that score more than 7 out of 10 on Piper Serica’s 5 Forces Competitive Edge Model. Multi cap universe with a large cap bias. Active universe is about 50 companies out of which 15-20 are part of the portfolio.
Identify high-growth industries that will grow for next 15-20 years because of rapidly changing demographics and invest in leaders of these industries after validating their competitive edge. These leaders will compound earnings for a long period of time resulting in market beating returns for investors. Actively manage an optimally diversified portfolio of 15-20 leader stocks.
Upto $5 bil. – smallcap $5 to $10 bil. -midcap
above $10 bil. - largecap
Formidable Dozen (FD+) by Piper Serica
Investment Objective Generate higher than Fixed Income returns by investing in a portfolio of select 12 mega-cap stocks.
Investment Strategy As the share of India in global GDP grows over the next 5 years so will the market capitalization of its stock market. The mega cap stocks that are part of the Nifty Fifty Index will create tremendous wealth over the next 5-10 years as they grow their leadership and competitive moat. These companies have very stable and defensive business models. By investing in them the investor has a very high probability of making a much higher return that the current returns available from fixed income options. These stocks have been chosen carefully after detailed research and the portfolio construction is done in a way to reduce risk and optimize returns.
Investment Universe Our chosen universe is companies that have a market cap of more than INR 1 lakh crore and are a part of the Nifty50 Index. They are all profitable, growing, dividend paying and have a dominating presence in their industry. They have a stellar track record of generating shareholding value for more than twenty years and are managed by a team of highly successful professional managers.
Sector Breakup:
Top 5 stocks
Security Sector
Nestle India Ltd FMCG
HDFC Bank Ltd Banking and Capital Market
HDFC Ltd Banking and Capital Market
HDFC Life Insurance Company Ltd Insurance
Tata Consultancy Services Ltd Information technology
Strategy vs Benchmark:
Market Cap Breakup:
Fund Manager Abhay Agarwal Abhay started his investment career with Citibank in 1993 by managing its investment program. In 1998 he joined Chase Capital & worked in Hong Kong & Singapore as part of a team that invested in companies in Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He uses his 25 years of extensive investment experience to manage funds in a disciplined & systematic manner in order to compound the wealth of investors for a long period of time with minimal volatility.
About Piper Serica: Piper Serica is a SEBI registered Portfolio Management Service (PMS) provider. The equity assets that we manage include a Mauritius based FPI, an Indian PMS & a Portfolio Advisory Platform. All the funds are managed under a top-down strategy based on Porter’s 5 forces model, that identifies fast-growing industry leaders that compound earnings & grow the wealth of investors for a long period of time. In a short period, Piper Serica’s PMS is rated as one of the top PMS’s based on its performance.
Large Cap100%
Min Investment: INR 2,75,000 Fees: 2.5% of avg. AUM per year, paid monthly SIP Option: Available after min. investment of INR 2,75,000. Min SIP: INR 50,000
Riskometer
As of 30-Nov-2021
7%
7%
10%
15%
17%
18%
26%
0% 5% 10% 15% 20% 25% 30%
Materials
Retail
Insurance
Consumer Discretionary
Information Technology
FMCG
Banking and Capital Market
Upto $5 bil. – smallcap $5 to $10 bil. -midcap above $10 bil. - largecap
23.6%
28.8%
15.2%
-0.8% -1.07%
15.9%
32.0%
9.3%
-0.6% -3.4%
-10.0%
0.0%
10.0%
20.0%
30.0%
40.0%
3 year 1 year 6 month 3 month 1 month
FD+ Nifty 50
Invest in fast growth Internet companies that are using the Internet to disrupt industries.
This portfolio comprises companies that have strong Internet businesses. These are Indian companies that have the capability to compound wealth just like FAANG (Facebook, Apple, Amazon, Netflix, and Google) stocks. This portfolio aims to capture the growing value of Internet companies as more trade and commerce is made possible via the internet every day.
Name Sector
Angel Broking Limited Banking and Capital Market
Apollo Hospitals Enterprises Limited Healthcare
CDSL Banking and Capital Market
Indiamart Intermesh Limited Online Services
Zomato Limited Online Services
Fast growth companies that have a very strong Internet based business or a no–touch business model.
Abhay started his investment career with Citibank in 1993 by managing its investment program. In 1998 he joined Chase Capital & worked in Hong Kong & Singapore as part of a team that invested in companies in Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc. & provided seed capital to companies like Jubilant Foodworks, HDFC Securities & MTR Foods. He uses his 25 years of extensive investment experience to manage funds in a disciplined & systematic manner in order to compound the wealth of investors for a long period of time with minimal volatility.
Piper Serica is a SEBI registered Portfolio Management Service (PMS) provider. The equity assets that we manage include a Mauritius based FPI, an Indian PMS & a Portfolio Advisory Platform. All the funds are managed under a top-down strategy based on Porter’s 5 forces model, that identifies fast-growing industry leaders that compound earnings & grow the wealth of investors for a long period of time. In a short period, Piper Serica’s PMS is rated as one of the top PMS’s based on its performance.
92.3%
122.7%
41.9%
2.7% 4.0%
19.7%
62.2%
15.0%3.9%
-1.0%
-20.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
3 year 1 year 6 month 3 month 1 month
India Investment Opportunities NIFTY Multi Cap
Riskometer
As of 30-Nov-2021
Min Investment: Varies Between INR 79,000 to INR 85,000 Fees: INR 1500 for 3 Months.
INR 2500 FOR 6 Months
India Internet Opportunities
Strategy vs. Benchmark :
Top 5 Stocks
Fund Manager : Abhay Agarwal About Piper Serica:
Market Cap Breakup
Sector Breakup :
Investment Universe Investment Strategy
Investment Objective
Upto $5 bil. – smallcap $5 to $10 bil. -midcap above $10 bil. - largecap
contact us For more inquiries contact us at +91 84249 79599, or email us at
[email protected] Visit our subscription page: www.piperserica.smallcase.com
Subscription & Structure www.piperserica.smallcase.com
Empaneled Brokers Quick links: Website: https://piperserica.smallcase.com/
FD+: https://piperserica.smallcase.com/smallcase/PSRNM_0001
ED+: https://piperserica.smallcase.com/smallcase/PSRNM_0002
Wealth compounder: https://piperserica.smallcase.com/smallcase/PSRMO_0003
India Internet Opportunities : https://piperserica.smallcase.com/smallcase/PSRMO_0009
Android app:
https://play.google.com/store/apps/details?id=com.smallcase.android&hl=en_IN
iOS app:
https://apps.apple.com/in/app/smallcase/id1345309437
Structure & Commercials:
1. This is a direct equity product. We do not take assets in our custody. There is no lock-in nor is there any exit load. 2. To subscribe, an investor needs to have an online broking account with any one of the 9 empanelled brokers
mentioned below. 3. After funding the broking account, click on “subscribe now” in the above link and within a few clicks, the
subscription will be completed and investment will be made. 4. The shares purchased are credited to the investors demat account that is linked to his broking account. Dividends
are credited to his linked bank account. 5. The investor can monitor and add to the portfolio through the Smallcase mobile app or the website. The links are
provided below. The app also provides real time news updates on portfolio companies and real time NAV of the portfolio.
6. Piper Serica periodically rebalances the model portfolio. Investor will only need to log-in to the app or website to approve rebalancing of their portfolio.
7. Minimum subscription for each strategy is INR 2,50,000 and in multiples of that thereafter. SIP option is available. 8. Fees: 2.5% (ex. GST) per year, payable monthly based on daily average closing AUM.