Atirek portfolio

Took the tracking position in Ksolves.
Smallcap in it industry.
Getting projects is easy from my personal experience of it industry.
Gives a lot of dividend.
Management has given 100 cr of revenue in 3-4 years.
No corporate goverance issues
No need to do capex and wait(assest light industry)
Glassdoor rating comparable to peers

Negatives
Client concentration risk
Generative AI like chatgpt risk

PE rerating chances are low.
Longetivity of growth may be debatable due to generative ai in the coming years but again it can pivot.

Industry
Service sector growth in high single digit

Debt
Negligible

V stop
Positive

First time, I have more than 8 stocks in my portfolio which makes me little uneasy