Bonanza Portfolio Growth Strategy

About Bonanza Group

Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 2.5 decades. Since its inception in 1994, Bonanza has been helping millions of investors to navigate their investing journey with ease. Bonanza offers a one-stop solution for all investing needs ranging from equity, mutual funds, and insurance and depository services. With over 1700 outlets and service in over 500 cities across India and the UAE, Bonanza has a widespread presence which is increasing every year.

Portfolio Management Services

Portfolio Management Service is a customized professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients with the objective of delivering consistent long-term returns while controlling the risk. There are investment strategies under PMS:

Our Success Story

Our Strengths

What We Deliver ?

Growth Strategy

Investment Process

Technical Analysis

• Framework for diversification as a risk mitigation strategy
• Portfolio construction matrix i.e. Portfolio stocks co- relationship, percentage weightage
• Entry and exit points
• Focus on available data points and captures behavioural aspects
• Price movement, beta, volatility, moving average, global macros – key parameters

Fundamental Analysis

• Top down approach
• Mostly leader in their respective category
• Recent or upcoming growth trigger point – stock specific/ industry specific
• Focus on primarily growth aspect – ROE/ ROCE/ Profit ratio’s

Growth Strategy Performance VS Nifty 50 TRI

Top Multi-Bagger Picks

Top 10 Holdings & Sector Allocation

Top 5 Sector Holdings & Category Allocation