Manish Jain of Centrum PMS, discusses the investment framework focused on quality, risk, and reward for sustained long-term wealth creation. The strategy is bottom-up driven, emphasizing risk versus reward and valuations versus growth. The portfolio is diversified across sectors such as auto, chemicals, NBFCs, and affordable housing. Micro-cap names and a listed vineyard company are part of the portfolio, capitalizing on the lifestyle play. The focus is on leveraging the India growth story.
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