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Equity Investing
• Equity, as an asset class has out-performed gold, real estate and bank
deposits, for many decades; will continue to do so
• You can create wealth by partnering with smart entrepreneurs – just relax and
avoid the hassles of setting up and nurturing a business!
India Growth Story
• Investing in the fast growing economy, of the world’s largest democracy with
1.3 billion people, makes sense!
• India’s financial, banking and capital market systems are structurally stable
and well regulated
• Indian families are conservative, less leveraged and are high savers,
contributing to the economic stability
• India’s $2 Trillion economy is too small considering size and resources of the
nation; could double in next 5-7 years!
• Strong leadership and political stability make India an attractive investment
destination
Advantage Equity Intelligence
• SEBI registered Portfolio Manager since 2003
• Founded and managed by Porinju Veliyath, renowned value investor with 27
years of successful stock picking experience
• Long term superior performance track record
• Equity Intelligence is a pure fund manager; not involved in any other activities
like broking, advisory services etc.
• Team of smart analysts to take advantage of plentiful opportunities in an
emerging dynamic economy
• Accumulated wisdom and uncommon knowledge works at Equity Intelligence
creating superior returns
Investment Philosophy
“Price is what you pay, Value is what you get”
• A daily report will be mailed to keep investors informed of their portfolio status
• Every investor account is audited annually by M/s Varma & Varma, one of the
• Portfolio details along with the entire transaction history of the account can be
▪ Aadhaar card
• Long term capital gains (more than 12 months) are taxed @ 10% on gains
above INR 1,00,000 and dividends upto INR 10,00,000 is exempt from Income
Tax
and
Performance Fee: 10% share of the returns above 10% per annum