Anooshka Bathwal Led Dhanvesttor's 'FAITH' Strategy Outperforms Benchmark

By: WE Staff | Monday, 12 August 2024

Dhanvesttor, India’s women-centric wealth management and community empowerment platform has announced the completion of 100 days of its PMS ‘FAITH’ strategy.

The strategy has provided returns of 17.55% for the three months ended July 2024, compared with 12.74% gains of the benchmark BSE500TRIIndex, during the same period.

The BSE 500 Total Return Index (BSE500TRI) is the benchmark that measures the performance of the top 500 companies listed on the Bombay Stock Exchange (BSE) in India. The TRI version of the BSE 500 includes not only the price movements of the stocks in the index but also the dividends paid by the companies, assuming those dividends are reinvested in the index. Overall, the BSE500TRI Index provides investors with a more accurate reflection of the returns generated by the top 500 companies in the Indian market, considering both capital appreciation and dividend income.

Dhanvesttor, which secured the PMS license from SEBI in 2024, has been offering a bottom- up and flexi-cap PMS strategy called ‘FAITH’ to its clients which focuses on fundamentally strong companies that fulfil the criteria of Fundamental Analysis and Future Prospects (F), Allocation of Capital (A), Intrinsic Value (I), Top Management and Moat (T) and High Principals (H) for a long-term horizon. The theme behind this strategy reflects Fundamental Analysis with Intelligent Techniques and Holistic Evaluation. As the strategy follows a long- term investing approach, it has low turnover ratio and picks the fundamentally strong companies across market caps.

Commenting on the development Anooshka Soham Bathwal, CEO & Founder of Dhanvesttor said, “We take pride in being India’s first and only PMS house exclusively dedicated to women, where our unique offering goes beyond traditional wealth management. Our integrated community and co- learning platform empowers women investors, focusing not just on wealth creation but on financial education as well. We are pleased to announce that within our first 100 days, we have outperformed the index, delivering healthy returns to our clients. This is a significant milestone in our mission to increase women’s participation in the markets.”

The Indian PMS market has seen substantial growth, with assets under management increasing by over 30% in the last year alone, while women's participation in financial decision-making has grown by 10% in the same period. With these factors acting as a growth driver for the company, it aims to deliver unparalleled financial insights and optimise returns for clients and shape their path to financial success.