Mount Bliss Capital is a SEBI registered individual Investment Advisory firm based out of Mumbai. We are one of the very few firms that aligns client and self interest, provides customized service at a very affordable rate and conducts operations with the highest standard of integrity and trust.
Our Primary Objectives
- Protect Capital
- Beat the Risk Free Rate of Return
- Outperform the Benchmark Equity Index over 3-5 years
Our Equity Selection Criteria
- Highly Profitable Consumer Franchises
- Honest and Driven Managements
- Have Wise Capital Allocation Track Record
- Available at Fair Valuations
Our End Goal
- Invest in the best companies in the best industries at the best price.
- Own Consumer-Facing businesses with high Return of Equity(ROE), Zero Debt and Great Management.
- Our research and focus helps us to identify mispriced bets that we can take benefit of.
- We have an Excellent Track Record with our personal investments that we wish to continue by beating Benchmark Index.
- Provide Service with the utmost Sincerity, Honesty and Integrity.
- Have very low portfolio churns that help to generate Alpha.
- Make our Clients Very Rich in the Long Term.
Sahil A. Chotalia
Chief Investment Officer
Our stock selection process is backed by intense research. This process helps us to identify and invest in companies that have the following ingredients leading to their long term success.
- 1. Great Business Economics: Consumer facing businesses that have a brand, add value to consumers and typically have higher margins ultimately driving better Return on Equity. We ideally want business that need low Capital Expenditure and moderate Operating Expenditure, have few or no government regulations, have secular demand of products and services, have huge size of opportunity and are high growth companies.
- 2. Simple Business Models: We believe that there should be a Business Model and if we cannot explain the business model in 5 lines or less we don’t enter that business.
- 3. Competitive Advantages (aka Moats): An economic moat is a competitive advantage that is difficult to copy or emulate, which provides a significant barrier to competition from other firms. If competitors know your secret and still can’t copy it, that’s a structural advantage. That’s a moat.
- 4. Great Management Team: We like people that are honest, have unquestionable integrity, are focused, unemotional, have exceptional fire fighting skills and are intellectual fanatics. But most of all they should have excellent capital allocation skills.
- 5. Risk Mitigation: Most of our time while researching a company is dedicated to understanding risk. We keep on accessing business risk even after buying a stock and have the heart to exit when we feel risk seems unmanageable or too extreme even if we may incur a loss.
- 6. Buy at Fair Valuations: Price is what you pay. Value is what you get. We try and not overpay, rather we wait for valuations to become favourable and invest big at that point in time.
Fixed Fee Plan
We charge a Fixed Fees on the AUA i.e. Asset Under Advice, Semi-Annually. For more details get in touch with our sales team.
We don’t guarantee any returns but we promise you that our process ensures only quality securities are recommended at fair valuations. With custom made portfolios only undervalued securities are recommended in slow and staggered manner. Till then, funds are advised to be parked in liquid funds.
1. True believers of fundamental investing
2. Avoid all forms of speculation
3. Trust our abilities
4. Invest patience capital and lot of it
5. Have the ability to absorb small and large shocks
6. Sign a written contract
7. Are clear that we don’t guarantee any returns
8. Compare performance with benchmark indices
- 203, Satguru Krupa, Zakeria Road, Off S.V. Road, Malad West, Mumbai 400064
- Phone: +91-22-35725538
- Email: info@mountbliss.co.in