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Mumbai, India | Online

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IPCON is a well-recognized investment
services group with a legacy of 30+ years,
based in Mumbai.

We provide a complete range of need-
based investment management solutions

to a diversified client base by managing
investments across Mutual Funds, Equity,
PMS, Bonds.

We deeply value our clientele and
industry connections, many of which are
multi-generational.

About Us

Basics

Evaluate your investment RISK PROFILE

Get support for ANY investment inquiry

in-Focus

Magic of SIP

SIP for Minor Child

Illustration of STP

Unique Equity Fund Strategies

To invest, click HERE and send msg

Underlying Portfolio:
India’s 1st fund that aims to invest in stocks that are 
showing momentum characteristics such as breakouts, price 
leadership, etc using a momentum seeking algorithm to 
generate superior risk adjusted returns.

Strategy Details:
-To invest in stocks that are showing momentum characteristics
-Hold till the trend is your friend
-To sell the stocks that are losing momentum
-Let winners run
-Cut losers
-Sit out in times of anti momentum

Notable features:
-Use of technology & big data to mine deep data and generate insights to identify both absolute and relative momentum
-Aims to find hidden opportunities from a wide investible universe of 750 stocks across large

This Product is Suitable for Investors Who Are Seeking:
-Long-term capital appreciation
-An actively managed thematic equity scheme that invests in stocks exhibiting 
momentum characteristics

Riskometer of the Scheme: Very High

Minimum Investment: Rs.5000pm 

Exit Load: 
2% in 1st Year and Nil thereafter

Momentum Strategy

Underlying Portfolio:
India’s only fund that aims to invest in recently listed companies and upcoming Initial Public Offers (IPOs).

Strategy Details:
-To invest in recent 100 IPOs to capture listing and post-listing gains
-To invest in new age businesses that are getting listed in Indian market
-Invest in companies across sectors with a bias towards small and mid-caps that promise growth
-Do NOT invest in weak businesses that can be highly impacted by market shocks

Benefits:
-You get to invest in select IPOs with potential to generate post listing gains
-You get access to a large number of IPOs with minimal investment amount
-No need to individually research and select IPOs

This Product is Suitable for Investors Who Are Seeking:
-Long-term capital growth
-Investment in equity and equity-related securities of recently listed 100 companies or upcoming IPOs

Riskometer of the Scheme: Very High

Minimum Investment: Rs.5000 

Exit Load: 
2% up to 6 Month and Nil thereafter

IPO Strategy

Underlying Portfolio:
An open-ended equity scheme aiming to capture the digitalization and technology revolution theme in India.

Strategy Details:
-IT services, software, consulting, and outsourcing companies etc
-IT products and hardware including computers, electronic components,
-Internet companies and internet enabled services
-Infrastructure providers and Telecommunications
-Media and information services
-Data and data solutions providers

Strategic Focus:
-Industry leaders and disruptors with competitive moats
-Market share gainers with potential for re-rating and higher compounding
-Reasonable valuations

This Product is Suitable for Investors Who Are Seeking:
-Long-term capital appreciation
-Investment predominantly in equity & equity related instruments of technology & technology related companies

Riskometer of the Scheme: Very High

Minimum Investment: Rs.5000 

Exit Load: 
1% up to 1 Year and Nil thereafter

Tech Strategy

High Yielding Bonds

Instrument Type: NCD - Senior Secured

Maturity Date: 31-Dec-2026
(32 Months left to maturity)

Interest Payment: Monthly
Coupon: 10.25%

Yield / IRR: 10.35%

Rating: A

Minimum Investment: Rs.500,000


About the Company:
Navi Finserv Limited (NFL) is a Bangalore-based NBFC engaged in lending products like personal loans and home loans since 2020 under the “Navi” brand. The company is a wholly owned subsidiary of Navi Technologies Limited and led by Mr. Sachin Bansal (CEO & Executive Chairman).

Navi Finserv (10.35% IRR)

Instrument Type: NCD - Secured

Maturity Date:  24-Mar-2025
(10 Months left for maturity)

Interest Payment:  Monthly
Coupon: 10.75%

Yield / IRR : 10.30%

Rating: A

Minimum Investment: Rs.500,000

About the Company:
It is one of the largest microfinance institutions in India founced in 1998. 
They provides micro-loans to help uplift lives of millions of rural households & communities, with a specific focus on Women Empowerment and Women Entrepreneurship.
These micro-loans, designed specifically for women borrowers, have helped uplift the lives of millions of households that used these loans to acquire assets and to enhance their incomes. 
They have 1500+ branches across 20 states with an AUM of over Rs.10,000 Cr and more than 29 Lakh borrowers.

 Spandana Sphoorty (10.30% IRR)

Instrument Type:  NCD - Secured

Maturity Date:  29-Nov-2026
(18 Months left for maturity)

Interest Payment: Quarterly
Coupon:  9.90%

Yield / IRR :  9.75%

Rating: A+

Minimum Investment: Rs.500,000

About the Company:
Founded in 2017, Auxilo Finserve is a pro-education NBFC registered with the Reserve Bank of India. 
Auxilo offers financial support through innovative financial solution delivery to a wide network of students as well as to a range of schools and colleges, thereby acting as an education ecosystem enabler.
They provide student education loans for higher education, skill development, executive education etc.
They also provide loans to education institutes.

 Auxilo Finserv (9.75%RR)

Instrument Type: NCD - Secured

Maturity Date: 07-Sep-2028
(52 Months left to maturity)

Interest Payment:  Monthly
Coupon: 9.70%

Yield / IRR : 9.45%

Rating:  AA-

Minimum Investment: Rs.500,000

About the Company:
Credit Access Grameen Limited is a leading Indian microfinance institution headquartered in Bengaluru, focused on providing micro loans to women customers predominantly in rural areas across India. 
The Company is now operating in 364 districts in 16 states in India through 1,877 branches. 
The Company’s Promoter is Credit Access India B.V., a multinational company specializing in micro and small enterprise financing. 
It is backed by institutional investors and has a micro-lending experience in India of more than a decade.

Credit Access Grameen (9.45% IRR)

Instrument Type : NCD - Senior Secured

Maturity Date:01-Dec-2026
(31 Months left to maturity)

Interest Payment:Annual
Coupon: 8.80%

Yield / IRR : 8.50%

Rating: AA+

Minimum Investment: Rs.500,000

About the Company:
SHFL is a housing finance organization registered with the National Housing Bank since 2011. It is a part of the Shriram Group with a rich legacy of almost five decades having diversified businesses across financial service.  
The primary operation of SHFL is providing loan for purchase or construction of residential space and loan against property.
Their products include home loans, residential plot loans, home improvement loans, construction finance, loan against property etc.

 Shriram Housing  Finance ( 8.50% IRR)

New-Age Investments

Liquiloans is an RBI regulated Peer-to-Peer lending (P2P) product. 
The company uses technology to match borrowers and lenders and in the process eliminates the margin which is charged by traditional banks and NBFCs, thus, making borrowing cheaper and investing a more lucrative opportunity as compared to traditional investment avenues.

Features:
-Largest P2P-NBFC in India
-India's first-rated P2P NBFC; licensed and regulated by the Reserve Bank of India.
-More than Rs.6000 Cr disbursements with 100% success ratio on lenders money and 0% net NPA
-All transactions on the platform flow via an escrow account, monitored by a bank - sponsored trustee.

Standard Investment Schemes:
3 Months: 8.60% IRR
6 Months: 9.00% IRR

Special Investment Schemes (18 April - 30 June)
3 Months: 9.00% IRR
6 Months: 9.50% IRR
12 Months: 10.00% IRR

Payout Options:
Monthly Interest
Cumulative

Note: Premature withdrawals are not allowed.

Minimum Investment: Rs.50,000
Maximum Investment: Rs.50 Lakhs per PAN

Liquiloans

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APRIL 2024

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ipcon

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ipcon

ADVANCED INVESTING

Mumbai, India | Online

____________

Basics

Magic of SIP

STP

Unique Equity Fund Strategies

High Yielding Bonds

New-Age Investments

Get Started

____________

APRIL 2024

Visual Theme:

"ADD A BREATH OF FRESHNESS

TO YOUR PORTFOLIO."

(new visual theme every month)

check back soon :)

____________

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