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SRE Shield
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | 30 |
| Investment Horizon | 5-8 years |
| Fund Managers | Mr. Nitesh Chand |
Philosophy
SRE thinks a better world comes from giving back and growing as one by providing lasting growth and value over time. Its goal is to become a top financial services source that helps all clients reach financial independence.
SRE is built on trust and honesty. The firm always wants to improve while keeping its services top-notch—something its clients know and trust. Its vision focuses on growing client wealth through great service.
Vision
SRE wants to grow the wealth of its regular clients by giving them the right info and awareness. This will enable them to reach their goals through good personal money handling.
Mission
The firm hopes to be a top provider of financial services, helping every customer reach financial independence.
What Makes SRE Different
What really sets SRE apart is the strong, valuable bonds it makes with clients, workers, and business partners. By making personal bonds and growing as one, SRE makes sure everyone involved shares in progress, trust, and lasting success.
PMS Objective
The SRE Shield portfolio aims to generate long term wealth along with focus on capital protection. SRE Shield is a dynamic portfolio which seeks to maximize investment opportunities arising from market ups and downs by rebalancing the portfolio between underlying equity and debt funds based on the price to earnings (P/E) ratio of the index.
