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AI Dynamic

AI Dynamic

  • Investment Objective
  • AI Based Fund Management
  • Terms at a Glance
  • Fund Manager

Investment Objective

To generate better returns from investing in Multi-cap Portfolio using Fundamental filters, selecting universe of only fundamentally strong companies and making use of Artificial Intelligence and Quant model to come up with a Dynamic Portfolio. This portfolio is closely monitored and reviewed regularly. Over long term, this can give superior return.

This is not a trading portfolio. Risks of investing in Equities are applicable to this plan.

AI Based Fund Management

Nowadays Artificial intelligence (AI) is advancing rapidly in virtually every industry. AI is changing the operating model for investment. From back office procedures to front office decisions, AI is becoming the preferred tool for gaining a competitive edge.

Similarly, we know that Investing in equities is an art as well as science. So, we are closely monitoring all fundamental aspects through our art and we are witnessed it in our two portfolio LEGEND and MARVEL since 2009. So, now we have introduced DYNAMIC portfolio which is fusion of fundamental aspects and Artificial Intelligence.

This AI will cover important quant parameters like; Net Profit Margin, Return on Equity, Debt/Equity Ratio, Free Cash Flows, return on Assets, ROCE and many more.

We have entered in collaboration with US entity for AI and it will help us to increase our return prospects. We have done back testing of last five years and it has delivered impressive returns. It means human brain with technology is ready to do wonders in investing.

Terms at a Glance

  • Asset Allocation Pattern: Multi Cap Oriented Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Relatively High

Mr. Hemant Desai

Promoter, Chairman and Managing Director of Concept Investwell

Academically, he has done his Graduation in Economics and Post-graduation in Business Management with specialization Finance.

These qualifications are combined with the long rich experience of 50 years in Banking, Management Consultancy, Real Estate and more than 25 years in Capital Market.

Mr. Hemant Desai is the fund manager of our "AI Dynamic" PMS plan.

He has attended numbers of academic programmes including Global Advanced Management Development programme of ISB – Kellogg.

He has served on Boards of ANMI, BSE Brokers Forum and is Managing Committee member of Chamber of Commerce for over 30 years. He is Founder Trustee of Shree Goverdhan Trust.

For complete details of the product, please Contact Us.