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Mumbai, 30^th December 2021: Teji Mandi (TM Investment Technologies Pvt. Ltd.) is a SEBI- registered investment advisor which simplifies stock market investing for retail investors. A subsidiary of Motilal Oswal Financial Services, Teji Mandi Flagship Portfolio delivered an annual return of 63.93% this year, whereas Teji Mandi Multiplier Portfolio delivered 91% for the past 11 months. The investment team is led by Chief Investment Officer Vaibhav Agrawal and includes industry veterans Mr. Raamdeo Agrawal & Mr. Ajay Menon on the board of directors.

“Overall, 2021 was a good year for Indian equities. There was a strong liquidity push, a second COVID-19 wave impact followed by indices touching record highs and then a sharp correction. While the market was volatile, Teji Mandi continued to remain invested in good quality stocks. Since 20-25% of Teji Mandi’s portfolio is tactical bets, we adopted rebalance because buying is as important as selling” Vaibhav Agrawal, Chief Investment Officer, TM Investment Technologies Pvt. Ltd., said.

Vaibhav Agrawal further added, “Teji Mandi had stocks that were a part of the unlock theme. These stocks took a hard hit during the pandemic and were supposed to move upwards given declining COVID-19 cases and economic recovery. But, with the rise in Omicron cases in several countries, Teji Mandi exited stocks from aviation, hotel & leisure and related unlock themes. Simultaneously, we are trying to sit in cash or liquid ETFs that will bring much-needed stability to the portfolio during the near-term volatility.”

This year, five stocks from Teji Mandi’s portfolio have delivered returns above 50%. Tata Power entered the portfolio with price of Rs 124.15 per share and exited it at Rs 230.35 per share, which makes an outstanding gain of 85.54%. CDSL has been one of Teji Mandi’s top performers that delivered returns of over 75%. The company was also invested in Intellect Design, PNC Infratech and Crompton Greaves that gave returns of 50%, 30% and 22%, respectively.

Subscription plans to the application start at Rs. 149/month and provide investors access to an actively managed investment advisory with portfolio of 15-20 stocks at a one click buy, sell & rebalance facility. The stocks are recommended based on the investor’s risk profile. The investment strategy combines tactical bets with long-term winners. Tactical bets include special company situations from a 3-6 month perspective, while long-term winners looks at stocks from a 12-18 month perspective for the Flagship portfolio. While the Multiplier portfolio is a concentrated portfolio of small and midcap stocks that are likely to show non-linear growth.

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