Current portfolio:
- Senco Gold Ltd
- E2E Networks Ltd
- Trust Fintech Ltd
- Virat Industries Ltd
New entrants in my portfolio:
Trust Fintech Limited
Trust Fintech Limited specializes in delivering Software Solutions and Services across Banking, ERP Implementation, Customized Software Development, SAP B1, and Offshore IT Services.
It is a SaaS Product-focused company that is majorly involved in the Implementation and deployment of Core banking Software i.e. TrustBankCBS or MicroFinS.
New softwares like loan origination software, launch in ONDC network and expanding into new geography like US with the help of brother of the promoter should increase the growth in coming years.
Interview of promoter to get a feel for the management.
In conversation with Hemant Chafale, MD & CEO at Trust Fintech Limited
They have given good future guidance which has to be monitored going forward.
Virat Industries Limited
Virat Industries has been taken over by Mr. Bhavook Tripathi. He is a famous investor known for taking concentrated bets and holding for long term. He bought this company via preferential issue.
This is a special situation and what he does with the company needs to be monitored.
Open offer draft letter.
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