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Neil Bahal is the founder and CEO of Negan Capital which is a top-performing portfolio Management Service in India. 193% in one year against 50% for the benchmark index. It is 4 times the benchmark. Website is. Negenpms.com. His speciality is investing in special situation companies e.g. those about to be restructured and technology companies. His returns are verified by SEBI (security and exchange board of India).Four take away pointers:1) Investment strategy: the portfolio has a unique approach of investing in special situation companies and technology companies. special situation companies could be those which will be demerged or change ownership. these companies typically have good fundamentals and are available at attractive prices . 2) Technology bets; the portfolio service suggests that three major technology investment areas in India would be a) music industry b) 5 g c) cybersecurity.3) IPO investing; the fund is waiting for some new promising IPOs like Nykaa and Zerodha.4) India market valuations: fund believes that valuations in the Indian market could be high. The overall market looks good for growth and any correction will be a good opportunity to buy more. Investors should do dollar-cost averaging. Technology is next big emerging sector in India and investors should look at it favourably.Time Stamps:His speciality is investing in special situation companies e.g. those about to be restructured and technology companies. His returns are verified by SEBI (security and exchange board of India).Four take away pointers:1) Investment strategy: the portfolio has a unique approach of investing in special situation companies and technology companies. special situation companies could be those which will be demerged or change ownership. these companies typically have good fundamentals and are available at attractive prices . 2) Technology bets; the portfolio service suggests that three major technology investment areas in India would be a) music industry b) 5 g c) cybersecurity.3) IPO investing; the fund is waiting for some new promising IPOs like Nykaa and Zerodha.4) India market valuations: fund believes that valuations in the Indian market could be high. The overall market looks good for growth and any correction will be a good opportunity to buy more. Investors should do dollar-cost averaging. Technology is next big emerging sector in India and investors should look at it favourably.Time Stamps:
