Shree Rama Managers

Funds Managed	Asset Class	License
Shree Wealth Builder Plan	80% equity 20%non equity	PMS
Shree Dynamic Plan	80 to 30% equity	PMS
Shree Vriddhi	Multicap	PMS
Shree Lakshmi	Multicap	PMS

About

Shree Rama Managers LLP is a SEBI registered, Portfolio Management Service company.

 Key staff

Mohit Beriwala, founder – Mohit is an FRM, CFA & IIMB Alumnus. He has been active in the financial market since he was merely 19 years of age.

Abhishek Basumallick, board advisor equity research – is a well-known investor. He is an engineer with an executive management degree from IIM Calcutta. He is a regular contributor at the Market Moghuls section of The Economic Times and CNBC. 

Investment philosophy (for the firm)

“We Bridge Human Psychology And Markets To Make Investments Work”

This investment management team follows a set of principles to guide their investment approach. They prioritize managing risk to avoid permanent capital loss, recognizing that capital is sacrosanct and cannot easily be regained once lost. To do this, they avoid bad companies and diversify holdings between 10-20 stocks, using stop losses regardless of the investment type.

They have a long-term horizon and are not concerned with daily market fluctuations, aiming to profit from both long and short cycles. Their long-term plan focuses on stocks with a 1-3 year outlook, while their short-term plan seeks to benefit from short cycles of 2-6 months.

The team practices focused fund management, with the amount of activity or churn in the portfolio varying depending on the plan. Their long-term plan has low churn and focuses on steady compounding, while their short-term plan has higher churn to benefit from capital turnover. They avoid mimicking an index like most mutual funds.

They are completely market cap agnostic and unbiased, focusing only on liquidity to ensure smooth buying and selling of holdings. They acknowledge that everything cannot be known about an investment, including how a business will perform in 2-3 years, and therefore continuously monitor actuals versus expectations while managing risk.

Finally, they use multiple strategies to create “all-weather” portfolios, recognizing that no single strategy works all the time. They believe in multi-strategy investing, using value, growth, and momentum approaches to achieve consistent performance over time.

Shree Wealth Builder Plan – Shree wealth builder plan aims to provide long-term capital appreciation across market cycles. The approach is to create long-term wealth for investors by participating in companies from diverse sectors that are industry leaders or likely to have a competitive advantage (80%). The portfolio manager will also invest a small portion (20%) of the investment, into diversified non-equity assets such as government securities, liquid funds, gold, and real estate to reduce volatility.

In summary, this plan provides market exposure (international & domestic equity, debt, gold, real estate), passive underlying (zero allocation to active funds), inbuilt rebalancing(rule-based systematic rebalancing), USD/INR (benefits of rupee depreciation).

The benchmark

The benchmark is 80% Nifty 500 + 20% Nifty 4-8 year G-Sec; 0% exit load, investors can come and go at their wishes or if they are not satisfied with performance and management.

Shree Dynamic Plan – Shree dynamic plan aims to generate capital with relatively low volatility. The approach is to have the advantage of equity-led growth while protecting them from the downside by the fixed income component to create wealth for investors. The portfolio manager will rebalance the asset allocation between equity and diversified non-equity asset classes such as government

In summary, this plan has active rebalancing (rule-based systematic rebalancing), Passive underlying, an asset allocation ratio of 80% to 30% into equity and the remaining portion into other asset classes to provide low volatility. The benchmark is 50% Nifty 500 + 50% Nifty 4-8 year G-Sec. The exit load 0%, investors can come and go at their wishes or if they are not satisfied with performance and management.

Shree Vriddhi Plan – Shree vriddhi plan aims to generate capital appreciation over the long term. The approach is to create long-term wealth for investors by participating in medium to large-market cap companies with quality management. A PMS portfolio of 8-12 medium to large-cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.

The benchmark is Nifty 500. Exit load is 3% within 12 months, 2% within 12 to 24 months, & 1% if an Investor withdraws money or exits from the plan before the completion of 3 years

Shree Lakshmi Plan – Shree lakshmi plan aims to generate capital appreciation over the long term. The approach is to create long-term wealth for investors by participating in medium to large-market cap companies with quality management. A PMS portfolio of 15-25 medium to large cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.

The benchmark is Nifty 500. Exit load 3% within 12 months, 2% within 12 to 24 months, & 1% if an Investor withdraws money or exits from the plan before completion of 3 years

Media

Shree Rama Managers LLP | A Revolutionary Portfolio Management Services company

The Shree Wealth Builder Plan is a full process-oriented investment plan that incorporates five different asset classes, including Indian equity, international equity, fixed income, commercial real estate, and gold. The plan uses index funds and ETFs, which are considered the purest form of mutual funds. The returns on this plan are fabulous, with drawdowns almost 40% lower than the Nifty 500. The plan has a low-cost structure, with just one percent per annum and no additional charges. Investors can view their portfolio online anytime, anywhere, and receive a CA certified annual report at the end of the year.

The plan is designed to work with an investor’s investment plan, whether they are saving for their child’s future, financial freedom, or simply building to safeguard their money. The plan has five revolutionary products in one, which includes a product that moves between different equity asset classes, a product that has a low-cost structure, a product with dollar exposure, a product that takes advantage of market stupidity, and a product that uses buy low, sell high strategy.

The plan takes advantage of market stupidity by rebalancing regularly and buying when the markets are falling. The plan is based on the fiduciary standard, which means that the investment moves around the client as per their reference, and not the other way around. The plan also provides exposure to dollar assets through the LRS liberalized remittance scheme without any complications.

In conclusion, the Shree Wealth Builder Plan is an ethical investment plan that serves its clients with sincerity and integrity. It provides investors with a diversified portfolio that is designed to work with their investment plan, regardless of their financial goals. The plan has a low-cost structure, is easy to manage, and provides exposure to dollar assets, which is beneficial for investors in a developing nation like India