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India's Top AIF & PMS Investment Consultant

SRE Shield

About Company

If you think SRE is like every other equity firm, think again. We believe that building long-term relationships with our clients is imperative to
serving their needs. Having a presence across India, we’re located within the communities you work and live in because we believe that’s the
best way to get to know you and help you reach your financial goals and objectives.

Fund Snapshot

Year of Inception 2019
Number of Stocks 30
Investment Horizon 5-8 years
Fund Managers Mr. Nitesh Chand
 

PMS Objective

The SRE Shield portfolio aims to generate long-term wealth along with a focus on capital protection. SRE Shield is a dynamic portfolio that seeks to maximize investment opportunities arising from market ups and downs by rebalancing the portfolio between underlying equity and debt funds based on the price-to-earnings (P/E) ratio of the index.

 

Investment Attributes

Proprietary quantitative model based on the PE ratio of the S&P CNX Nifty Index. Investment across diversified sectors to minimize the risk of over-concentration. Tested across various market cycles and time horizons for reliability. Integrated and effective risk management process. Comprehensive performance reporting and transparent communication.

 

About Sykes & Ray Equities:

Sykes & Ray Equities is promoted passionately by its Chairman -Mr. Yogesh R. Gupta and Managing Director – Mr.Anup R. Gupta. Its growth has happened principally due to the inspiring and dynamic leadership of the core management team. Since 1990 SRE has undergone a metamorphosis from being a traditional proprietary concern to a professionally managed company, hiring and retaining meticulous and experienced personnel. Our group has matured from a handful of dedicated employees in the early 90s to over 200 to date.

Moreover, SRE is one of the foremost retail stock broking service entities on the country’s two major exchanges. It has a strong presence in over 140 locations across India through a network of business associates and branches. The company has also endeavored to reach out to Indians across the globe by setting up an independent NRI DESK.

Thus SRE has constantly and consistently strived to grow and better itself without compromising on the quality of services it provides, a rare quality that clients have come to expect from SRE.

Our Philosophy

At SRE we believe building a better world means giving back and growing together by delivering sustainable growth and long-term value. Our mission has been to aspire to be a leading provider of financial services enabling financial freedom for all our clients.

Built on principles Of trust and integrity SRE constantly and consistently strives to grow and better itself without compromising the quality of services it provides, a rare quality that clients have come to expect from SRE. Our vision has been to nurture the wealth of the client by providing par-excellence services.

 

Our Vision

To nurture the wealth of the retail client while providing adequate knowledge and awareness, which helps them meet their life goals through proper management of their finance.

 

Our Mission

We aspire to be a leading provider of financial services enabling financial freedom for all our customers.

 

What Sets Us Apart

At SRE we believe that the enriching bond we share with our clients, employees, and business associates is what sets us apart. We aim to develop a personal relationship with all our people to ensure that we keep moving ahead and growing together.