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H2 INVESTMENT MANAGERS offers FOUR products

These strategies are for long term nature. Horizon for this strategy is 5 to 10 years.

if any one want quick money in short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"

1)         H2 WEALTH BUILDERS

This strategy is of 8-15 companies which are company have long history in capital markets with strong earnings growth in past and high growth potential in future with investment horizon of 5 to 10 years.

STRATEGY CHARACTERISTICS

·        Diversified strategy of ~ 8-15 stocks

·        Value + Growth + Technical Strategy

·        Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight

2)        H2 MULTICAP STRATEGY

The strategy gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.

STRATEGY CHARACTERISTICS

·        Diversified strategy of ~ 15-25 stocks

·        Value + Growth + Technical Strategy

·        Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight.

3)        H2 SELECT 15

This is a Top 15 Stock strategy based on a mix of Technical Analysis and Fundamental Analysis out of S&P BSE 500 & NSE NIFTY 500.

STRATEGY CHARACTERISTICS

·        Value + Growth + Technical Strategy

·        Equal Weighted to start with and every time we remove or add a stock we rebalance it.

4) H2 GROWTH LEGENDS

The strategy gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.

STRATEGY CHARACTERISTICS

. Market Capitalization >=6000 crores

·        Diversified strategy of ~ 8-12 stocks

·        Growth + Technical Strategy + Fundamental

·        Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight.

We prefer to invest sectors/stocks that are in uptrend. The underlying companies should have strong earnings growth, good return ratios and ethical management. The balance sheets of these companies should be strong with low debt and should generate regular free cash flow.

Good risk management practices also form a part of our Research Report. We take defined risk positions in each stock and We use technical analysis and fundamental of a stock in order to time our entry and exit.

The objective of the Strategy would be to endeavor to generate alpha & superior risk adjusted returns for investors over the long term.

Fundamentally sound businesses

• Companies which have earnings growth behind them and are expected to grow in future
• Strong cash generation
• Return ratios above cost of capital
• Ethical management
• Prefer low free float stocks
• High promoter holding
• Low debt on books
• Good operational metrics

Stock price parameters

• Figure out which sectors/stocks are in uptrend. Invest only in them.
• High P/E Ratios are not a no go area for us.
• Institutions/Promoter should be increasing their stake in the stock
• Regular profit booking depending on proprietary rules
• We always book small losses before they turn into big losses.

H2 INVESTMENT MANAGERS 

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :

• Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form.
• Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.

You can buy smallcases on any of the partner brokers. Select a smallcase, select your broker and invest in less than 2 clicks.

Our partner brokers are:

Zerodha, AxisDirect, Edelweiss, HDFC Securities, Kotak Securities, IIFL Securities, 5 Paisa, Aliceblue, Angel Broking, Trustline, Upstox, Motilal Oswal, Groww, ICICI Direct, Fundzbazar and Dhan

If you have a trading & demat account with one of the supported brokers, you can start investing in smallcases. By clicking on ‘Buy smallcase’ or ‘Login’, you can view the supported brokers and login with the respective credentials. The funds from your broker account would be used for investing in smallcases.

Once you login with your broker credentials, you can use your trading account to buy and sell smallcases. The stocks would be credited to your broker linked demat account.

Further, once you’re logged in, you can securely use the funds available in your broker account to invest in smallcases.

The funds from your broker account are utilised to invest in smallcases and the respective stocks are credited to your broker linked demat account.

Once you have invested, the index value of the smallcase is set to 100 on the buy day for easy tracking. You can monitor the performance of the smallcase from the Investments page on the broker’s smallcase platform.

Also, each smallcase is reviewed periodically and rebalanced to ensure your objective is on track.

The index value of a smallcase indicates the absolute price returns of that particular smallcase from the date of its inception. The index value is set to 100 on the inception date of the smallcase. The current index value shows by how much it has gone up since then.

When buying a smallcase, an index value of 100 is assigned to it. Overtime, if the index value is 108.54, you can easily deduce that your smallcase has generated a total return of 8.54%.

The Details view shows you a more detailed investment overview and P&L breakdown. You can also track individual stock details from the Investments page.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

Exclusive smallcases can be subscribed directly from the smallcase profile by following the steps below : 

• Fill the subscription form with your name, email and phone number
• Choose your broker amongst the list of our partner brokers and login with your broker credentials
• Select the subscription plan and make the payment
• After successful payment, invest in the subscribed smallcase inside your broker platform by clicking on “Invest Now” 

Rebalancing is the process of ensuring the weights of the stocks in the smallcase continue to be true to the underlying smallcase strategy. The rebalance frequency is decided by the creator of the smallcase. You can update your smallcase in 2 clicks to ensure your smallcase is on track with the strategy.

You can request access for an exclusive smallcase by filling up the request invite form on the smallcase profile.

When we invite you to invest in a smallcase, you can buy the smallcase in 2clicks. Invite for multiple smallcases can also be requested.

When we invite you to invest in a smallcase, you can buy the smallcase in 2 clicks. Invite for multiple smallcases can also be requested.

You can also set up an SIP (Systematic Investment Plan) for your smallcases on a weekly, monthly, quarterly and annual basis. The SIP orders will not be placed automatically and will require you to place orders each time an instalment is due. We are working on making this automated soon.

To invest more in a smallcase from your Investments page, click on the smallcase you want to invest more in and click the Invest More button on the right.

No, with smallcases - you are essentially buying exchange listed securities which are exposed to market risks. Investing in market instruments involves risks and investments may lose value.

Also, the returns shown for smallcases are the historical returns. smallcases do not have any projected returns shown. Past performance does not guarantee future returns.

From the individual smallcase page, you can find the Exit option at the right under More Actions. You can then choose a whole exit (sell all the constituents of a smallcase and exit completely) or a partial exit (book some profits while maintaining the minimum amount).

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

Orders are unfilled under the following circumstances:

• No demat account linked with your trading account (A demat account is required to buy smallcases)
• Insufficient funds while placing the orders (even though a funds check is conducted when you place any order - prices might have changed resulting in a/some order/s not getting filled)
• If a stock is already sold on the broker platform, orders might be unfilled (If you have sold an stock directly via the broker platform, this does not get updated in your smallcases and hence results in unfilled orders)

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

Repairing the batch helps you place fresh orders for those constituents that were not filled so your smallcase can be complete. For stocks that are already sold on the broker platform, contact the support team to reconcile your holdings.

Archiving a batch excludes those stocks that you have unfilled orders for and completes your smallcase without placing fresh orders.

In this case, the smallcase will not be the same as the original version you meant to buy/invest more/rebalance/exit & will differ in composition & returns.