investment
advisor
Parth Kotak, CFA, MSc Finance
Regd SEBI Investment Advisor:
INA000018081
www.plus91.co
About PLUS91
Plus91, your trusted investment advisory
firm is at the forefront of the financial
industry. With a quant-focused approach,
we harness the power of data and analysis
to provide tailored investment strategies.
Our process-driven methodology ensures
meticulous attention to detail, while our
cutting-edge research capabilities
guarantee informed decision-making. At
Plus91, we prioritize your financial security,
employing best-in-class risk management
practices to safeguard your investments.
Join us on the path to financial prosperity
and let us guide you towards success.
About parth kotak
I am Parth Kotak, the founder and leader of PLUS91, an
investment advisory firm that thrives on delivering strong,
consistent results by limiting drawdowns. Our approach is rooted
in identifying robust fundamentals and employs a quantitative-
driven methodology for precise risk management and position
sizing.
Education and Credentials:
Chartered Financial Analyst (CFA) designation
Master's degree in Finance from SP Jain.
Professional Experience:
Senior Analyst at Alpha Plus Capital, managing equity
investments in India & abroad for a family office in Mumbai.
Buy-side experience at Keynote Financial.
Sell-side experience at Investment Trust of India and Phillip
Capital India.
INDIA:
The golden period
Growing GDP Per Capita: India's GDP per capita has been steadily increasing and is projected to
continue rising, reflecting improving living standards and economic opportunities, which enhances
the investment appeal due to a growing consumer base.
Demographic Dividend: India has a young population, with a median age of 28 years. This means that
the workforce is expected to expand significantly in the coming years, leading to increased
productivity and economic growth.
Capitalizing on India's Growth Potential
"Success is not found in resisting the trend, but in riding it with
unwavering conviction and adaptability." - Brian Tracy
Tailor-made investment strategy for a developing economy
like India
Capitalizing on India's high growth potential
Long-heavy approach to align with the structural tailwinds
Leveraging the long-term growth trajectory of the Indian
economy
PORTFOLIO construct
A Spread over 5 distinct baskets
Each basket has the standalone
B
capacity to outperform
Baskets exhibit varying
C
correlations to one another.
Different time horizons and risk
D
management strategies.
What’s different about this
style of asset management
Return Stacking: Diverse strategies in one portfolio for risk
diversification and enhanced returns.
Data-Driven Decisions: Advanced analytics for informed,
objective investment choices.
Dynamic Risk Management: Real-time adjustments for
optimal risk-return balance.
Customized Solutions: Tailored portfolios to match
individual investor profiles.
1. High conviction
Concentrated portfolio of investments that align closely
with the investment thesis.
Investment decisions based on fundamental factors and
rigorous due diligence.
Potential for higher portfolio turnover as new
opportunities are identified and acted upon.
2. STOCKS WITH SIGNIFICANT UPSIDE
Identifying stocks with compelling growth prospects and
the potential for substantial price appreciation.
In-depth research and analysis to uncover undervalued
or underappreciated stocks.
Factors such as industry tailwinds, market trends, and
upcoming catalysts contribute to upside potential.
Should have at least 70% upside from current price.
3. LARGE CAP GROWTH STOCKS
Investable universe is top 100 companies in the country.
Companies exhibiting strong sales as well as profit
growth.
Relative valuation is reasonable if not cheap.
Exposure to sectors and industries with long-term
growth potential. Often exposure is concentrated within
few sectors.
4. CORPORATE ACTIONS
Strategy that focuses on trading opportunities arising
from buybacks, splits, OFS, mergers & acquisitions and
demergers.
Potential for generating short-term trading opportunities
or longer-term investment prospects.
Prudent risk management techniques, including position
sizing and stop-loss orders, to manage exposure to
potential market volatility.
5. LONG VOLATILITY
Insurance for your investment portfolio.
Involves buying long dated options to protect from
uncertainty and sudden volatility.
Biggest benefit is generation of cash during times of
distress and panic in market.
Premium cost is around 0.5% of total portfolio annually
OVERVIEW OF ALL BASKETS
Sr.No Baskets Risk Assesment
1 High Conviction Moderate Risk
2 Stocks With Significant Upside Potential Moderate Risk
3 Large Cap Growth Stocks Moderate Risk
4 Corporate Actions Low Risk
5 Long Volatility Moderate Risk
PERFORMANCE ANALYSIS
FY2022 to FY2023 FY2023 to FY2024 FY2024 to FY2025 FY2025 to FY2026
PLUS91 8.5% 58.8% 25.8% 9.2%
Nifty50 -2.2% 19.9% 5.4% 8.1%
S&P BSE500 -3.7% 24.7% 5.1% 8.0%
Alpha over Nifty 50 10.7% 38.9% 20.4% 1.1%
Alpha over S&P
12.2% 34.1% 20.7% 1.2%
BSE500
Performance as of 24th June 2025
TOP 10 HOLDINGS:
Holdings as of 28th Feb 2025
Sr. No Script Basket % Holding
1 CHEMICAL SECTOR Significant upside potential 12.8%
2 CONSTRUCTION High Conviction 12.2%
3 FERTILIZERS Corporate Actions 9.8%
4 TELECOMM - SERVICE Large Cap Growth 6.6%
5 BANK Large Cap Growth 5.8%
6 FERRO ALLOYS MINING Significant upside potential 5.3%
7 FINANCE Large Cap Growth 4.1%
8 MINING & MINERAL Corporate Actions 3.7%
9 PACKING Significant upside potential 3.4%
10 BANK Significant upside potential 3.3%
11 CASH BALANCE 10%
Thank You
+91 9930795667
[email protected]
SEBI Investment Adviser registration number is INA000018081
