Changes to the Rising Giants PMS portfolio (as of July 31, 2024)
Addition of CMS Info Systems Limited:
CMS is a business services company with leadership in cash management market, a growing presence in ATM managed services market, and now expanding into tech solutions (remote monitoring and software). On back of its scale and a strong balance sheet (net cash company with healthy return ratios), it is well placed to benefit from healthy ATM rollouts (capex heavy), increased…
Saurabh Mukherjea has added 3 stocks to the Marcellus Rising Giants PMS portfolio
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