Complete Circle Digital compounders

Fund Snapshot

Investment Philosophy

Complete Circle investing strategy for the portfolio management services is to capitalise on the Indian economy’s latent potential, which we believe is poised to rise multi-fold over the next decade. With a five-year long-term perspective, the portfolio manager may, at their discretion, keep a portfolio investment beyond that horizon if judged appropriate and not beyond the PMS agreement’s duration.

Market risk, unsystematic risk, liquidity risk, regulatory risk, currency, credit events, and more briefly described in the PMS disclosure document apply to investments in the PMS product under the aforementioned investing methodology.

Why Complete Circle

If companies are divided into two quadrants based on digital intensity and transformation management intensity, the top right quadrant qualifies to be true digital advantage beneficiaries, because digital innovation is relevant not only in business operations and customer engagement but also in transforming leadership capabilities of IT-Business relationships.

• Consider a decade-long pandemic that accelerated digital adoption by 2-3 years.
• Every industry is undergoing digital transformation.
• Businesses must digitise in order to survive, as data, artificial intelligence, and core technology systems grow exponentially.
• Spending in the Digital Economy is Doubling: Nasscom
• By 2030, the digital ecosystem may unlock $300 billion in opportunities, according to Bcg.

The Complete Circle Philosophy

The Complete Circle expresses the commitment to providing comprehensive coverage for individual portfolio needs. The entire cycle of portfolio management at Complete Circle begins with extensive and detailed ideation and formulation of an investment strategy, which is then subjected to a rigorous and timely performance evaluation. The satisfied achievement of your financial objectives completes this investing circle.

Unique Feature

The Complete Circle provides specialized wealth management solutions that are uniquely tailored to meet your particular needs, thanks to decades of collective team expertise. They see Complete Circle as a leader in the field of PMS-enabled, streamlined equity-based specialty investment. They hope to change the stereotype of India from being a nation of savers to one of the investors through their high-quality services. They focus on establishing themselves as one of India’s most reputable names in PMS Services.

Their primary USPs

• Educating and establishing the trust of a new generation of Indian stock investors.
• Investing for the long term in specialist companies will see continuous capital growth.
• Complete covering of portfolio requirements from creativity, planning, and evaluation towards achieving financial goals.
• Having a management team that has more than 100 years of expertise.

Investment Objective

Digital Compounders aims to generate long-term, reliable financial gains by investments in reputable companies that leverage technology and technical know-how to forge competitive advantages across a range of sectors. They want to increase investor awareness of stock investing and PMS products through financial literacy initiatives and advance broader financial inclusion. By providing value to all parties engaged in the process of making India an investor-friendly nation, they hope to achieve their goal.

In order to further the idea of easier PMS investment, seasoned individuals from diverse professions joined together to form Complete Circle Capital. In the wealth management sector, they aim to meet a need. We want to coordinate factors including investment horizon, asset allocation, duration, and accomplishment of financial goals. They value collaboration and want to change the investment mindset from a single fund manager to a team approach, utilizing the breadth and depth of the team’s collective knowledge to assist you in reaching your financial objectives.

Investment Approach

Hand-selected companies who use the PMS solution have a high ROCE while utilizing less leverage. The PMS also selects businesses based on their technical expertise and technological competence. Businesses benefit from innovation, effective governance and leadership, and a margin of safety to maintain a competitive edge.

The methodology used by this PMS solution is benchmark and industry-neutral. Instead of focusing on relative return, it emphasizes absolute return. For the purpose of making long-term financial gains, Complete Circle Digital Compounders PMS invests in listed equity companies, exchange-traded funds (ETFs), bonds, and mutual fund units.

What are digital compounders?

Businesses that are digital compounders are those that have used:

•  Technology at every level of the value chain, from back end to front end.
• With a focus on ROI, every process inside the company is being digitally changed.
• Investing in technical expertise and traits that are above average

Innovation drives Capex.

Why Digital Compounders?

• Imagine A Pandemic Driven Digital Decade That Advances Digital Adoption By 1-2 Years
• Driving toward digital transformation are all industries
• Businesses Must Digitize to Survive, Relying on Data, AI, and Core Technology Systems, Growing Exponentially
• Spending on the Digital Economy is Growing 2x Quicker: Nasscom
• By 2030, the Digital Ecosystem May Unlock Opportunities Worth $300 billion, according to BCG

Risk Management

• Per Stock Limit: 12%
• Per Group Limit: 25%
• Sector Limit: 35%
• Universe: Not under 2000 Cr of Market Cap
• Red flags :
  • Financial red flags – Unusual accounting policy practices (capitalisation of costs, overvaluing of inventory/reserves/off-balance sheet assets), Consecutive negative OCF despite rising in PAT.
  • Non Financial red flags – Suspicious connected party transactions, governance issues