ithought advisory's video: Portfolio Management Services CO-IN Fund by ithoughtPMS

0:00 What do we think about before creating a PMS product? Curating an investment product is both exciting and challenging. At ithoughtpms, when we curate a product we look at three things: 1. Who benefits from investing in this PMS? 2. What investment needs does this PMS fulfil? 3. How can we create a superior investment experience for all investors? COIN is unique because it aims to deliver a uniform experience regardless of when you start investing. We’ve structured it so that you can continuously believe in the product, stay invested, and be have a more comfortable investment journey. 3:35 Is passive investing superior to active investing? The last few years, managed portfolios have struggled to beat the benchmark while benchmarks have done reasonably well. Does this mean that passive investing is superior? COIN follows an active approach that seeks to replicate the benefits of passive investing through a unique fund philosophy. COIN is a product of Containerisation and Invert/ Elimination. The defined universe is the Nifty 50. Through rigorous stock selection we pick the best stocks within the index to deliver better returns than the index. We use the index to beat the index. And investor’s don’t pay until we deliver. So, we have created a fresh idea in a space with multiple options. 5:41 NIFTY stocks behave differently from the NIFTY Buying the index won’t beat what COIN PMS has to offer. Because we prune your portfolio proactively unlike the index’s reactive approach to eliminating weaker stocks. We also select the better stocks within the index so that you own the best subset. We plan to own the companies that deliver superior performance. 9:00 Why Should I do active investing? The diminishing returns in Large Cap funds has been a source of worry for many investors. Won’t passive win if funds are struggling to make returns while benchmarks are not? Active investing can have a positive impact on your portfolio if you maintain certain covenants, follow good investment management practices, be conscious of valuations, take advantage of the market’s inconsistencies, and buy into mispricing. This is a sure shot way for active investing to always beat passive investing. And this is exactly what COIN does. And we’ve made sure that you pay only after we perform. 11:40 What does COIN mean? COIN clubs two profound investment philosophies – containerisation that limits the investment universe and invert that uses the principle of elimination to refine the investment universe. This allows us to reduce errors and allow investors to grow in a well-defined investment universe. - Containerisation - Invert 13:04 What is the stock selection process for COIN? In this segment, we talk about the 4 filters we use to eliminate stocks within the NIFTY universe. 17:32 How does our selected universe compare with the eliminated universe? Here we share data on how our selected universe fares against the eliminated universe in terms of profitability, price risk, dividend yield, and capital structures? COIN PMS is structured to provide a comfortable investment journey. We also talk about why NTPC as a value stock doesn’t make the cut to COIN PMS. 21:21 Portfolio Management Decision Making Journal This section explores how COIN PMS makes investment decisions. We answer four pressing questions: How do we decide which stocks should go into your portfolio? What happens when a stock is available at an attractive valuation? How will you buy a stock if it’s valuation isn’t attractive? Where will my excess cash be parked? We also explain how the COIN PMS Investment strategy will beat Balanced Funds, Asset Allocation Funds, Large Cap Funds, and Nifty Index Funds. 24:00 How is the pricing of COIN PMS investor friendly? Our pricing favours the investor for the following reasons:  No entry or exit load  No fixed fee – cheaper than all large cap mutual fund products  Hurdle rate of 6%, with 20% profit share  Higher watermark for performance fees  You don’t pay until we perform For general enquiries, reach us at: Phone: +91-95000 27285 Email: info@ithought.co.in WhatsApp: https://wa.me/919500027285 Disclaimer: The Video Content has been made available for informational and educational purposes only. This Video Content is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.