LAUNCH OF OUR INVESTMENT ADVISORY SERVICES : Excited to serve & create wealth for you

 Launching Our Unique Investment Advisory Services :

"Margin of Safety Consultancy Pvt Ltd " 

Friends , We are feeling very happy & blessed to launch these services . As you know, I have been blogging regularly for many years since 2011 , on economy , equity markets & investing (Global perspective with a focus on India), as it has been my passion. I started regular blogging in 2011(with a break of some years in the middle)with a noble objective/ goal to guide Indian retail investors to create long term wealth in a safe & sustainable manner , using first  investing principals of investing icons like Warren Buffet , Charlie Munger and Benjamin Graham. 

Many times , I was advised by my colleagues , friends, well wishers & readers to start these advisory services . Consequently , I started it in 2017 , but cause of a big road mishap and consequent health issues & Covid , I close the same in 2020(after 3 years) . With constant encouragement & inspiration by my earlier clients , friends , collegaues & well-wishers , am reviving the same firm again , with the ,same legacy name but in very different avatar with few industry partners & SEBI registration too . Their kind words (attached) shows their appreciation, love  & encouragement , which really filled me up with much gratitude & humility .  

Lets talk about our Investing philosophy , based on our investing idols

q  Our Mission : To become long-term partners with our clients, enabling financial freedom in long term (10-15 years, depending upon the original/initial commitment or capital) .  Minimum Starting commitment  = 25 Lacs

q  Our goal:  Achieve sustainable & market beating wealth creation for our clients, through market beating returns (>18% - our target) in long-term returns  (>5 years),aligned with market conditions

q  Even @  18% returns(our long-term target - >= 4-5 years) , once can double up  original capital every 4 years, implying multiplying original capital by 16 times in 16 years . That’s the magic of compounding ,  reaped only through long term quality investing

q  Stress on Capital preservation: “Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1”(Warren Buffet ‘s favorite quote)

q  The firm’s name is “ Margin of Safety Pvt Ltd” is for a reason( Our earlier clients in 2017 will recall it) . Margin of safety(Difference between price & intrinsic value) was coined by Benjamin Graham (Warren’s Guru). He stressed on it for capital preservation &  giving market beating returns (Alpha).

q  Stress on patience , conviction on selected businesses/stocks & long-term perspective( 4/5 years +)  for sustainable & consistent  wealth Creation

q  Multi-asset Portfolio (60-70% in equity , 10-20% in Gold ETF , 10-20% in REIT) to ensure balanced asset allocation & risk diversification

q  Global  Equity Exposure (10-15%) through Leading Global Index funds( Best performing Global Indexes like NASDAQ & US SP 500 Index funds)

q  In case of Index fund/ Gold ETF /REIT  investments , respective & nominal AMC charges will be borne by the client directly.

Link to more than dozen kind word of mouth & endoresents for our services & Competency . Thanks with gratitude to all 

https://indiavalueinvesting.blogspot.com/2025/12/word-of-mouth-endorsements-of-our.html

   Performance & Details on Legacy Model Portfolio , running since 2017( firm inception)

for 8 years (Pics)