Direct Equity Advisory Offerings

Diversed Holdings

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About Diversed Holdings

to provide long-term capital appreciation and diversification by investing in equities and also a range of mutual funds across asset classes, including equity,MF, debt, and gold.

Basis of selection of such types of securities as part of the investment approach:

Mutual funds are selected based on their alignment with the roots & wings philosophy, as well as their diversification across asset classes and sectors. Additional selection criteria include monitoring credit scores of bond holdings, calculating a proprietary score to assess fragility, and evaluating peer performance rank scores through quartile ranking and rolling rank analysis.

Description of types of securities:

Listed Equity, REITs, InvITs, Gold ETF, Debt, MF, Bonds.

Allocation of portfolio

This approach invests in Equity and Equity-related instruments across the entire market capitalization spectrum, including large, mid,
and small-cap companies.


NIFTY 50 (as per circulars SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 &  APMI/2022-23/02)

Investment horizon

3 to 5 years and above

Salient features

Salient features include a focus on diversification through multiple
asset classes, applying additional filters such as avoiding low AUM base, considering fund reputation, evaluating fund manager experience, and avoiding high churn. The approach also involves regular monitoring, making hold/exit calls based on portfolio quality, performance, exit load, and tax implications

Risks associated with the investment approach

Market risk, liquidity risk, and credit risk, depending on the underlying mutual fund holdings.

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