Equity Investment Management

At Brothers Financial Services, we provide specialized services in equity investment management. Moreover, we also deal in the unlisted space in equity. Our team has a wealth of experience in direct equity investing class and we aim to generate consistent risk adjusted returns for our clients with utmost discipline and due diligence in place.

We refer to this as ‘BFS Investment Management’ wherein our investment management team conducts a thorough research and analysis to identify the next set of multi-baggers from the most promising sectors to help compound your investment in the coming years. Our secret sauce lies in the fact that we keep it very simple, stick to our processes, look to bet on the right factors and businesses, and then sit on them for as long as the management keeps delivering.

Below is a summary of our module:

  • Our investment decisions are backed by powerful research and thorough analysis, keeping in the mind the fundamental, technical as well as macroeconomic factors
  • Our investment philosophy looks to categorise various businesses / securities on the basis of their character and potential such as Fast Growers, Consistent Compounders, Proxy Investing, Special Situations, etc.
  • The bets are then taken after extensive research and due diligence with special focus on position sizing
  • We strive to maintain complete transparency as far as our trades and records are concerned to avoid any possible disputes

Our team believes in long term compounding, while also looking at occasional short-medium term opportunities. The minimum investment amount expected from the client starts from INR 1,00,00,000 lumpsum and / or INR 50,00,000 per year. Minimum investment period is 3.5 years with no exit load applicable. The account is opened in your name itself and is completely managed by us.

To know more, kindly drop in a mail or text us on the details provided in the contact us section of our website. We look forward to connecting with you and helping you compound your equity investments!