Can your 2024 outshine 2023? Can your 2025 outshine 2024?
Yes, it can — with hard work, discipline and right decisions.
WHO ARE WE?
Devraj Dhagat, founder of Redwood Advisors is a SEBI registered investment advisor. He has over a decade of experience in the stock market. The core focus of Redwood Advisors is to create model equity portfolios for investors.
You will have complete control over your money, trading and demat a/c. Our service includes advising you a portfolio of Indian stocks which meets your investment goals. We will update you on rebalancing the portfolio whenever situation arises.
Kindly go through the rest of this home page which gives a brief on our philosophy, investment checklist, FAQ and pricing. Thank you for sharing your valuable time with us.
OUR PHILOSOPHY
Our approach of making money in the stock market
The end goal of everyone in stock market is to compound money. To compound money, one should follow the approach which suits his nature and has given successful results in the past.
The approach which we follow in the model portfolio is Value Investing. Value investing involves buying stocks which are trading at a discount to its intrinsic value. Finding intrinsic value of a stock is both an art and a science.
We give maximum importance to quality and speed of research
For us, quality and speed of research is everything.
There are times when a stock is undervalued for a short period and we have to make a quick decision whether we should buy it or not. If we have not done research about this stock in advance, we might lose the opportunity. So, quality and speed of research is the only way to be a great stock picker. As Louis Pasteur has rightly said, “Fortune favors the prepared mind”.
INVESTMENT CHECKLIST
When we buy a stock:
Important checklist we go through when we buy a stock
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What is the Company’s return on capital employed (ROCE)?
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Does the Company generate free cash flow?
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At what rate is the topline and bottom line of the Company growing?
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What is the Company’s debt/equity and interest coverage ratio?
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Does the Company have any competitive advantage? If yes, what is the source of competitive advantage?
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Does management of the Company fulfill its past promises?
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When we sell a stock:
Following are the five situations when we sell a stock
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When the stock has risen too far above its intrinsic value.
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When there is too much allocation in one stock.
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When there is something better we can do with the money i.e when we find a new stock which is more attractive.
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When the fundamentals have deteriorated.
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When we have made a mistake.
FREQUENTLY ASKED QUESTIONS
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​What kind of stocks are advised in the model portfolio?
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Model Portfolio is a collection of investment assets designed for a specific strategy. Investors can mimic the portfolio in their own trading account to get the desired results.
Our core focus and specialization is creating a flexi cap equity portfolio for investors. We do all the back end research, portfolio construction and rebalancing. All you have to do is to execute the trade from your a/c. This gives you full control over your money.
What is a model portfolio?
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We select stocks mainly from NIFTY 500 universe. Some stocks might come from outside this index if they meet our rigorous investment criteria.
Are clients informed about buy and sell prices?
Yes, Absolutely. Clients are fully informed about both the prices.
SERVICE & PRICING
Rs 9,999
3 Months Subscription
or
Rs 39,999 Rs 29,999
12 Months Subscription
Creating your Equity Portfolio
Constant monitoring and rebalancing of stocks
Quarterly updates on portfolio stocks & markets
The points below will help you to know if you are suitable for our service
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Your time horizon for investment is more than 3 years.
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You have high level of risk capacity and tolerance.
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You are investing for capital growth and not for generating regular monthly income.
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You have six months of household expenses as a Contingency Fund.