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SAMIRVPATEL.COM

Investment Adviser Samir V. Patel Mumbai, India

Approach is to buy a business and not a stock. Firms that exhibit strong competitive advantage. The higher ratio indicates a better risk/return. As observed, the sharpe ratio for the portfolio. Equity index has given 14.5% over last 10 years and close to 17% return over last 30 years. About Samir V. Patel.

http://www.samirvpatel.com/

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Approach is to buy a business and not a stock. Firms that exhibit strong competitive advantage. The higher ratio indicates a better risk/return. As observed, the sharpe ratio for the portfolio. Equity index has given 14.5% over last 10 years and close to 17% return over last 30 years. About Samir V. Patel.
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Investment Adviser Samir V. Patel Mumbai, India | samirvpatel.com Reviews

https://samirvpatel.com

Approach is to buy a business and not a stock. Firms that exhibit strong competitive advantage. The higher ratio indicates a better risk/return. As observed, the sharpe ratio for the portfolio. Equity index has given 14.5% over last 10 years and close to 17% return over last 30 years. About Samir V. Patel.

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1

Knowledge - Investment Adviser Samir V. Patel

http://www.samirvpatel.com/knowledge.html

This section is for understanding various asset classes and my thoughts on some of them. Insurance means Insurance and not savings. It’s not an asset class, we have made it one. In India we have totally misunderstood the concept of insurance. Insurance means if something goes wrong, you are protected financially. I want to particularly focus on life insurance as that is the most problem area in terms of allocation. Why do active investing? Click here to know more.

2

Investment Adviser Samir V. Patel Mumbai, India

http://www.samirvpatel.com/index.html

Approach is to buy a business and not a stock. Firms that exhibit strong competitive advantage. The higher ratio indicates a better risk/return. As observed, the sharpe ratio for the portfolio. Equity index has given 14.5% over last 10 years and close to 17% return over last 30 years. About Samir V. Patel.

3

Investment Approach- Investment Adviser Samir V. Patel

http://www.samirvpatel.com/investment_approach.html

Buy good compounding growth ideas. Companies where the prospect look better than the understanding of the market. Look at individual companies available at reasonable valuation and with good business fundamentals. Companies that can double/triple profits over the next 3-5 yrs. Look at buying small/medium firms with structural growth drivers. Take advantage of the enormous growth potential available in growing economy like India. To determine value buy price after every quarter results or any significant ...

4

Services by Investment Adviser Samir V. Patel

http://www.samirvpatel.com/services.html

Minimum account size: Rs 50,00,000 (50 lacs). Should be invested over a year. Accounts held in client name under SEBI registered brokers. Clients will be advised to buy/sell equity shares in their individual accounts. Clients can also follow SIP (Systematic Investment Plan) to build up their portfolio. Clients are free to increase or decrease the amount under advisory subject to minimum requirements. Most profit generated is long term and is exempt from capital appreciation tax under current Indian laws.

5

About Investment Adviser Samir V. Patel

http://www.samirvpatel.com/about.html

I (Samir V. Patel) am an Investment Adviser based in Mumbai, India. I advise investing in public equities in Indian market. My advice is based on fundamental analysis of companies. The website provides details regarding the approach and process to investing for clients. I have received my MBA (2004) from Indian School of Business (ISB), Hyderabad, India and Bachelor’s in Computer Engineering (1997) from Mumbai University, India. Click here to know more.

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Investment Adviser Samir V. Patel Mumbai, India

Approach is to buy a business and not a stock. Firms that exhibit strong competitive advantage. The higher ratio indicates a better risk/return. As observed, the sharpe ratio for the portfolio. Equity index has given 14.5% over last 10 years and close to 17% return over last 30 years. About Samir V. Patel.

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