Portfolio Update
Entry: AMI Organics(Very Big Story evolving if they can execute well it shall become a multibagger), Gujarat Ambuja(Rationale: fall in Maize prices)
Exit: Sanrhea
- Credit Access (32%)
- Shivalik Bimetal(14%)
- NDR Auto(12%)
- Gujarat Themis(10%)
- AMI Organics(10%)
- CIE Auto(10%)
- Carysil(5%)
- MAS (3%)
- GAEL (2%)
- Gufic(1.5%)
Tracking: Bemco, Bharat Parentals, SKM Egg, Manorama Industries
Might Liquidate Most of My Holdings soon , Planning to Buy a house from the Blessings of Ishwar,Parents and Market.
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