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AMFI Registered Mutual Fund Distributors: (ARN 49236)
SEBI Registered Non Individual Investment Advisor: (RIA no. INA 000005457)
AMFI Registered Mutual Fund Distributors: (ARN 49236)
SEBI Registered Investment Advisors: (RIA no. INA 000005457)
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Cedrus Alpha



OUR OBJECTIVE

To offer investors with high quality equity portfolio through core and satellite approach.

INVESTMENT APPROACH

Core & satellite approach with sector rotation
  • Core Portfolio: 70% of allocation comprising high-quality gold standard companies having strong management skills and are market leaders in the sector they operate in.
  • Satellite Portfolio: 30% of allocation in companies which are in a unique position to take advantage of the current external environment.

INVESTMENT STYLE

Concentrated portfolio of not more than 25 well managed companies which have a potential to become market leaders either due to favourable external factors or due to their unique competitive advantage.

BENCHMARK

Absolute returns portfolio not benchmarked to any index. Agnostic to market capitalizations.

OUR PRINCIPLE

We believe in the G.A.R.P. (Growth at Reasonable Price) philosophy which invests in growth-oriented companies available at reasonable valuations. Generally, investors invest in equities without any predetermined process and design which can put the investments at risk not only due to stock selection process (buying) but also due to not exiting stocks that look overvalued (selling). This can erode the investor’s portfolio as the stocks will move back to the mean (fair value) over time.

OUR PROCESS

We assign weightages to companies based on sector conviction and the valuation zones they fall in, apart from their management capabilities, their expected growth and other external factors.

+91 20 2995 0067
+91 8459993509

Working hours

Mon - Sat 9.00AM - 06.00PM

Need support? Drop us an email

mygoal@cedruswealth.com

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Advisory Address

202 A 2nd floor, Amelia, Lakaki Rd, next to Kirloskar bungalow, Model Colony, Shivajinagar, Pune, Maharashtra 411016

+91-9890521315 Nilesh bajaj

nilesh@cedruswealth.com

Nism 10A 10 B validity preptual

Distributor Address

202 B 2nd floor, Amelia, Lakaki Rd, next to Kirloskar bungalow, Model Colony, Shivajinagar, Pune, Maharashtra 411016

Map Link:      Click Here

Cedrus Consultants Private Limited

SEBI Registered Investment Advisers Registration No. INA0000005457
(Type of Registration- Non Individual, Validity of Registration- Perpetual)
BASL Registered No. 1021
(Investment in securities market are subject to market risks. Read all the related documents carefully before investing.)
(Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors)
CIN No.: U74140PN2007PTC129586

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