Hem Securities – Dream IRSS

INVESTMENT APPROACH

APPROACH-I DREAM (MULTI CAP)

1. OFFERINGS
   -Invest in Equities
   -In Cash Segment Only (No Future & Options)
   -Minimum Investment of INR 50 lakhs
2. APPROACH
   -Concentrated Portfolio of Approximately 23-35 Scrips
   -Investments in Fundamentally Strong Companies
   – Mix of Stable & Growth Oriented Companies
3. VISION
   – Consistently Providing Healthy Returns by Outperforming The Markets
   – Minimizing Risks Through Sector Diversification
   – Maximum sector allocation of 25%#* & Stock Allocation of 10%*

APPROACH-II IRSS (SME & SMALL CAP)

1. OFFERINGS
   -Invest in SME and SMALL CAP (Listed, Long Only)
   -In Cash Segment Only (No future & Options)
   -Minimum Investments of 50 lakhs
2. APPROACH
   – Highly concentrated portfolio of High Growth Cos’s.
   – Investment in business with stability and sustainability
   – Primarily investing in high conviction SME and small cap companies.
3. VISION
   – Providing healthy returns by outperforming the markets.
   – Minimising Risks through Sector diversification
   – Maximum Stock Allocation of 12-14%*

WHY INVEST IN SME AND SMALLCAPS?

1. Potential for Multibagger Returns
   SMEs and small caps often have significant growth potential, which can lead to substantial returns on investment.

2. Increased Likelihood of Generating Alpha
   These investments can outperform the market, providing higher-than-average returns compared to larger, more established companies.

3. Opportunity to Invest in New and Emerging Sectors
   Small companies often operate in innovative and growing industries, offering unique investment opportunities.

4. Greater Chances of Finding Companies at Much Lower Valuations
   Investors can identify and invest in promising companies early, often at more attractive prices before they are widely recognized.

Benefit of Investment in Both Strategies at One Time

DREAM (MULTI-CAP APPROACH)

• Long Term Wealth Creation
• Sectoral Diversification
• Risk Mitigation

+

IRSS (SMALL & MICROCAP – SME FOCUSED APPROACH)

• High Risk High Returns
• Potential to generate outstanding returns

=

COMPLETE & OPTIMUM EXPOSURE TO INDIAN EQUITIES

• Probability of Higher Return Generation
• Diversification amongst equities
• Limited overlapping of portfolio