Aarav — shared the Persistent note for your medium-term sleeve. Suggest capping at 4% of equity. Happy to walk through sizing on a call this week.02 Apr · 11:20 · Read
Thanks Neha. Can we also look at whether HDFC Bank is getting heavy vs the model?02 Apr · 14:05 · Read
Consider reducing exposure to HDFCBANK if it stays above 12% of your equity sleeve — the model book is lighter on banks after the last rebalance.Today · 18:10 · Delivered
Portfolio remains aligned with the current model on IT and consumer discretionary. Rebalancing opportunity identified in cash after your Gold ETF top-up — we can deploy into ICICIBANK on dips.Today · 18:12 · Delivered