NiveshPortfolioTracker

BALANCED
RiskProfile:MODERATE

AGGRESSIVE
RiskProfile:HIGH

CONSERVATIVE
RiskProfile: LOW

IndiaNiveshSecuritiesPrivateLimited
email:research@indianivesh.in |Website:www.indianivesh.in DaljeetS.Kohli ThisisjustaMODELportfolio(notpartofIndiaNiveshPMS)
HeadofResearch Mobile:+917738393371,9920594087 Tel:+912266188826 daljeet.kohli@indianivesh.in

IndiaNiveshResearch

January2014

NiveshModelPortfoliosModifications
Pleasenotethefollowingchangesmadeinourmodelportfolios: BalancedPortfolio Mastek AurobindoPharma

Bookprofit@CMPofRs204bought@Rs138 Bookprofit@CMPRs412bought@tRs274

ReasonTargetachievedView:Positive/bullish ReasonTargetachievedView:Positive/bullish /

ConservativePortfolio DCB Bookprofit@CMPofRs59bought@Rs47

ReasonTargetachievedView:Positive/bullish

Asofnowwewillholdsaleproceedsofaboveincashinrespectiveportfolios. portfolios Wheneveranyotherinvestmentopportunityarisewe shallinforminventors.Updatedmodelportfoliosareattachedforyourperusal.

IndiaNiveshResearch

NiveshPortfolioTracker (Balanced|Aggressive|Conservative)

January8,2014|2

NiveshPortfolio|Balanced

Salient S li tfeatures f t of fBalanced B l dportfolio tf li 1 Objectiveofthisportfolioistogeneratemoderate returnsinconjunctionwithmoderate risk 2 Thisportfolioissuitableforthoseinvestorswhoseriskappetiteismoderate 3 Stockselection criteria herewillbestrongfundamentalscoupledwithneartermtriggers 4 Thisisanequalweightedportfoliomeaningequalamountofmoneyisinvestedinthestocksselectedinthisportfolio 5 BenchmarkindexforcalculatingreturnsshallbeBSE500Index 6 TotalseedamountinvestedintheportfolioisRs10lakh (Rs1lakh eachin10stocks) 7 AtanypointoftimetotalamountinvestedinportfoliowillnotbemorethanRs10lakh 8 Profitsgeneratedwillnotbereinvestedintheportfolio 9 ThisisamodelportfolioreflectingINSPLResearchstockspreferenceatthispointoftime.Ourviewscanchangeatanypoint oftime&portfolioshallreflect thesameaccordingly 10 ThisportfolioisnotapartofPMSserviceprovidedbyINSPL.Thisisjustavirtual(model)portfolio 11 OtherproductsofferedbyINSPLmayhavecontradictoryrecommendationonstocksmentionedinthisportfolio 12 Allreturnsarefromthedateofinceptionoftheportfolio

IndiaNiveshResearch

NiveshPortfolioTracker (Balanced|Aggressive|Conservative)

January8,2014|3

NiveshPortfolio|Aggressive

Salient S li tfeatures f t of fAggressive A i portfolio tf li 1 Objectiveofthisportfolioistogeneratemoderate returnsinconjunctionwithHIGHrisk 2 Thisportfolioissuitableforthoseinvestorswholiketotakerisk 3 Stockselection criteria herewillbefundamentalscoupledwithneartermevents,newsfloworsheermomentum instockprice 4 Thisisanequalweightedportfoliomeaningequalamountofmoneyisinvestedinthestocksselectedinthisportfolio 5 BenchmarkindexforcalculatingreturnsshallbeBSE500Index 6 TotalseedamountinvestedintheportfolioisRs10lakh (Rs1lakh eachin10stocks) 7 AtanypointoftimetotalamountinvestedinportfoliowillnotbemorethanRs10lakh 8 Profitsgeneratedwillnotbereinvestedintheportfolio 9 ThisisamodelportfolioreflectingINSPLResearchstockspreferenceatthispointoftime.Ourviewscanchangeatanypoint oftime&portfolioshallreflect thesameaccordingly 10 ThisportfolioisnotapartofPMSserviceprovidedbyINSPL.Thisisjustavirtual(model)portfolio 11 OtherproductsofferedbyINSPLmayhavecontradictoryrecommendationonstocksmentionedinthisportfolio 12 Allreturnsarefromthedateofinceptionoftheportfolio

IndiaNiveshResearch

NiveshPortfolioTracker (Balanced|Aggressive|Conservative)

January8,2014|4

NiveshPortfolio|Conservative

S li tfeatures Salient f t of fConservative C ti portfolio tf li 1 ObjectiveofthisportfolioistogenerateHighreturnsinconjunctionwithlowrisk 2 Thisportfolioissuitableforthoseinvestorswhoseriskappetiteisverylow 3 Stockselection criteria herewillbestrongbusinessmodel,sustainablegrowthprospectslikelytoplayinnextfewyears 4 Thisisanequalweightedportfoliomeaningequalamountofmoneyisinvestedinthestocksselectedinthisportfolio 5 BenchmarkindexforcalculatingreturnsshallbeBSE500Index 6 TotalseedamountinvestedintheportfolioisRs10lakh (Rs1lakh eachin10stocks) 7 AtanypointoftimetotalamountinvestedinportfoliowillnotbemorethanRs10lakh 8 Profitsgeneratedwillnotbereinvestedintheportfolio 9 ThisisamodelportfolioreflectingINSPLResearchstockspreferenceatthispointoftime.Ourviewscanchangeatanypoint oftime&portfolioshallreflect thesameaccordingly 10 ThisportfolioisnotapartofPMSserviceprovidedbyINSPL.Thisisjustavirtual(model)portfolio 11 OtherproductsofferedbyINSPLmayhavecontradictoryrecommendationonstocksmentionedinthisportfolio 12 Allreturnsarefromthedateofinceptionoftheportfolio

IndiaNiveshResearch

NiveshPortfolioTracker (Balanced|Aggressive|Conservative)

January8,2014|5

DISCLAIMER

ThankYou
IndiaNiveshSecuritiesPrivateLimited
601&602,SukhSagar,N.S.PatkarMarg, GirgaumChowpatty,Mumbai400007. Tel:(022)66188800/Fax:(022)66188899 email:research@indianivesh.in |Website:www.indianivesh.in
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IndiaNiveshResearch

NiveshPortfolioTracker (Balanced|Aggressive|Conservative)

January8,2014|6