Omkar’s Portfolio Analysis and Discussion

Initial thoughts where I can possibly add value if I start my own venture

Top of the bull market makes you feel indispensable and gives you these kind of weird thoughts

Having said that, i always keep thinking about – if I start something of my own in this space what would it be?

The answer to that question is where – I can add any value compared to already available options

1. I dont think I can add any value as a manufacturer. There are enough mutual funds, PMS and AIF is already available. I dont think I can differentiate myself here

2. I don’t think I can add value in Research desk as thats not something I am good at and also I dont enjoy it much

3. I dont want to be a social media influencer

Where I feel I can value, as fee based advisor – who can handhold investors to create long term wealth

What are the prerequisites –

1. Experience atleast 4 cycles
2. Mutual fund portfolio should outperform BSE 500 at the end of 4 cycles
3. Document decisions through out 4 cycles

If I manage to do all 3 above, then I would consider myself eligible for advising others