A Portfolio Restructuring Dilemma |
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EXCERPTS |
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As the years went by, Kapil grew busy both in his professional and family life and did not find enough time to do proper research on a prospective company before investing in it. And as time went by, he invested a good amount in a few stocks without really doing proper research. By the time he realized it, his overall portfolio returns had started moving southward. .. |
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| FORTHCOMING PAYMENT |
| Kapil had to make a loan repayment of Rs. 1.2 million in the next six months and for this payment, he planned to liquidate a part of or his total stock portfolio. .. |
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| DHAVAL P VYAS INVESTMENT RESEARCH |
| DPV Investment Research was one of the leading financial consultancy firms in India. The company, based in Ahmedabad, Gujarat, a state in western India, was founded in 2007 by Dhaval P Vyas, an eminent technical analyst. .
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| KAPIL APPROACHES DPV INVESTMENT RESEARCH |
| Kapil approached Dhaval on February 13, 2016, for a restructuring of his portfolio. Dhaval still remembered the first time he had met Kapil through video conferencing. Dhaval said..
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| TECHNICAL ANALYSIS AT DPV INVESTMENT RESEARCH |
| At DPV Investment Research, new customers who wanted to change their portfolios were asked to fill up an essential form – the ‘Risk Profile Questionnaire.’ Dhaval said.
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| TIME TO TAKE A DECISION |
| Back home, Kapil was in a dilemma as he went through the relevant data of the companies that Dhaval had asked him to include and exclude from his portfolio (Refer to Exhibit V and VI for stock data).
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| EXHIBITS |
Exhibit I: Details of Kapil’s Portfolio as on May 16, 2014
Exhibit II : Details of Kapil’s Portfolio as on February 12, 2016
Exhibit III : SReturns from Portfolio between May 16, 2014 and February 12, 2016
Exhibit IV :Questionnaire Filled by Clients of DPV Vyas Investment Research
Exhibit V : Stocks Data of Kapil’s Portfolio on May 16, 2014 (Partial Data)
Exhibit VI : Stocks Data of Companies Suggested by Dhaval P Vyas Investment Research (Partial Data)
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