Portfolio Management Service

Lakewater

Titan Company LTD.

TITAN COMPANY LTD.

CMP: INR 2,371.30 JAN 20, 2023 HIGHLIGHTS With strong parentage from Tatas and a lineage of its own (established in 1984), the Company has a solid financial record and a loyal customer base. The external rating of the Company has been reaffirmed at a substantial level of AAA. The financial performance of Q3FY23 places the …

TITAN COMPANY LTD. Read More »

Why India is the destination for Consumer MNCs in 2023

The global environment of International Investment has been witnessing tumultuous ebbs and flows in recent times. The pandemic has unexpectedly hit most of the economies. However, even as the world recovers from the impact of the pandemic, the geo-political power struggle has had a resonating effect. It has caused a situation of uncertainty amongst investors. …

Why India is the destination for Consumer MNCs in 2023 Read More »

Just Dial Limited

Highlights : Acquisition of 67% stake by Isha Ambani gave Reliance Retail a much deeper pocket for future expansion. Being a debt free company, any recessionary trend can easily be waded by the Company. Over the last two quarters, there has been an uptick in the paid subscription as well as unique visitor views. Going …

Just Dial Limited Read More »

FabIndia - the legacy handloom brand for 60 years is going for a public float now

FabIndia – the legacy handloom brand for 60 years is going for a public float now

The introduction of Khadi goes back a long way in Indian history, but the love for the traditional wear associated with the Khadi handloom has stuck around forever in our minds, and it continues to grow in significance with each passing day. One of the most significant brands responsible for this is FabIndia. FabIndia was …

FabIndia – the legacy handloom brand for 60 years is going for a public float now Read More »

Bajaj Finance’s consumer-lending playbook in home loans.

Bajaj Finance has shown rapid growth in the consumer loans segment. And one of the prime reasons for this fastest-growing mortgage business is that it acquires customers at a low cost. The Pune-headquartered company uses the formula it used in the consumer finance business, i.e. focus on low prices, risk management, and growth to grab …

Bajaj Finance’s consumer-lending playbook in home loans. Read More »

Divi’s Laboratories Limited

Highlights : The top line of the Company has consistently been improving registering a CAGR of 23.70% over the last five years. 42 patents processed till 2022 with an R&D team of ~ 400 members. Return on Net Worth is 25% in FY2022 as compared to 21% in FY2021.   

Linde India Ltd.

Linde is fundamentally a strong company, and generally ranks on the positive side when compared to the Chemical Industry group on average. The fact that gross margin has been higher than the industry group average for the past five years, is a prove of this. Here is a brief report about Linde India :   …

Linde India Ltd. Read More »

Another year of acing in taking India ahead!

It’s another year of out-performance for Lakewater Advisors.   July was a resurrection month for Nifty50, where PMS funds stole the show by delivering an unexpected 17.43% leap. But for the loyal HNI clientele of Lakewater Advisors, the good news scroll did not end here. Because Lakewater Advisors has aced among each and every contemporary Portfolio Managing …

Another year of acing in taking India ahead! Read More »

Request Download Link

Open chat
1
Hello Investors!