However to balance risks and proper management of client Folios we have kept the
following benchmarks for ourselves to ensure proper management of clients funds
- Not More than 15% of the folio in a single sector at the point of investment.
- Not more than 50% in a single sector post realization of gains.
- Not more than 10% in a single stock at the time of investment.
- Keeping reasonable amount of cash in the portfolio for liquidity and also use of
the same for gaining from corporate event arbitrage from time to time.