The “Hidden Gems” investment service intents to identify mid cap and small cap stocks with strong fundamentals and solid managements with good corporate governance that are available at attractive valuations. The stocks that meets all parameters are recommended with a horizon period of 2-3 years.
Small cap and mid cap space is fairly under researched sector. One could not avoid this space altogether as it offers the potential for multibagger returns. It require a sound research process and analytical skill to analyse the opportunities in this space.
WealthStep have a specialized team to researching high potential mid cap and small cap stcoks. Our team looks for the companies with sustainable business models,long term growth visibility, competitive advantage over competitors and good quality management. Over the years, Stocks that fulfil all parameters both from business and valuations perspective – are recommended to our clients.
Stock Tracking and Review:-
Once Stock meets all parameters they are recommended to our clients. All open Position are tracked actively and periodical updates are sent to the clients if required.
Key Traits :
- One stock recommendation per month with detailed analysis and valuation.
- Holding period of 2-3 years
- Multibagger return expected on each recommendation
- Direct access to the research analyst
- Latest update on recommended stocks
- Recommendation via email followed by phone call and SMS
- Dedicated relationship manager
- Review on existing holdings