Porinju Veliyath portfolio: In which stocks & sectors he has invested

 In which sectors Indian investor “Porinju Veliyath” has Invested in the recent time:

Porinju Veliyath investment portfolio encompasses a diverse range of sectors, reflecting his keen eye for value and his ability to identify promising opportunities in the Indian market. While the specifics of Porinju Veliyath current portfolio may vary, some of the sectors in which he has made notable investments include:

 1. Small and Mid-cap Stocks:

Porinju Veliyath is known for his expertise in identifying undervalued stocks in the small and mid-cap segments. Porinju Veliyath carefully analyzes companies with strong growth potential and invests in them, aiming for long-term returns.

2. Financial Services:  

Porinju Veliyath  has shown an affinity for financial services companies, including banks, non-banking financial companies (NBFCs), and insurance firms. He recognizes the long-term growth potential of this sector and has made strategic investments accordingly.

3. Infrastructure sector:  

With a focus on India's growing infrastructure needs, Porinju Veliyath has shown interest in companies involved in sectors like construction, engineering, and infrastructure development. He believes in harnessing India's rapid urbanization and infrastructure development to generate returns.

4. Consumer Goods sector:  

Porinju Veliyath recognizes the significance of India's consumer market and has invested in companies operating in the consumer goods sector. These include companies involved in FMCG (Fast-Moving Consumer Goods) and other consumer-focused industries.

5. Agriculture and Rural Economy:

In line with his belief in the potential of rural India, Porinju Veliyath has invested in companies operating in the agricultural and rural sectors. This includes companies involved in agricultural inputs, rural-focused businesses, and allied industries.

 Investment strategies of  Porinju Veliyath:                                                      

In addition to the sectors mentioned earlier, Porinju Veliyath has also shown a propensity for investing in technology and information technology (IT) companies. Recognizing the rapid advancements and growth potential of the tech sector in India, Veliyath has strategically allocated a portion of his portfolio to this sector.

 Porinju Veliyath has a knack for identifying tech companies with innovative products or services, as well as those with strong market positioning and growth prospects. Porinju Veliyath understands that technology plays a crucial role in driving India's economic development and has tapped into this potential through his investments.

 Furthermore, Porinju Veliyath has diversified his portfolio by investing in select healthcare and pharmaceutical companies. With the ever-increasing demand for quality healthcare and India's emergence as a major player in the global pharmaceutical industry, he has identified opportunities for long-term growth and value creation.

While the specifics of Porinju Veliyath current investment portfolio may not be publicly disclosed, it is evident that his investment strategy is multifaceted. By carefully selecting companies across various sectors, he aims to capitalize on India's economic growth, emerging trends, and untapped potential, all with the goal of generating favorable returns for his investors.

It's important to note that investments are subject to changes in market conditions and Porinju Veliyath investment strategy may evolve over time. The above sectors provide a general overview of the areas in which he has shown interest and made investments.

 

Name of the companies in which Porinju Veliyath has still investment & shareholding:

• Kerala Ayurveda Ltd      
• P G Foils Ltd                                            
• Centum Electronics Ltd                  
• Kaya Ltd            
• Ansal Buildwell Ltd       
• Max India Ltd  
• Kokuyo Camlin Ltd        
• Orient Bell Ltd
• Shalimar Paints Ltd        
• Arrow Greentech Ltd                 
• Aurum Proptech Ltd                    
• Duroply Industries Ltd
• Ashok Alco-Chem Ltd   
• Thejo Engineering Ltd                 
• RPSG Ventures Ltd