Value Shastra is a unique solution that signifies the ideal bonding of process with value. The rationale behind the solution is algo-based investing on market valuations with an aim to provide a cushion of downside protection to the investors. It helps identify the right entry & exit points, thereby piercing the chakravyuh of equity investments.

Value Shastra is India’s first process-driven solution on the PMS Platform
  • Exclusively on the platform of Emkay Investment Manager’s Limited.
  • It helps to take the emotion out of equity investment decisions.
  • Enables the application of core principles of behavioral finance and logic.
  • The solution is based on Time tested solutions of MisterBond.
Avoids creating ‘Abhimanyus’ stuck in Equity Chakravyuh
  • The solution helps to identify the correct entry & exit points at right valuations, thereby piercing the chakravyuh of equity investments.
  • It is a unique solution that signifies the ideal bonding of process with a value.
  • The rationale behind the solution is algo-based investing on market valuations to provide a cushion of downside protection to the investors.
Action triggers have been tested successfully for Emkay's 12 over Mutual Fund schemes and different equity indices over different time frames
  • Enables downside protection.
  • Enables asset allocation into equity in optimum proportions.
Powered by MisterBond, Sunil Jhaveri Founder of MSJ MisterBond Pvt Ltd
  • India's only A2A Advisor to Advisor platform.
  • Over 25 years of providing innovative and relevant solutions to investors and advisors.
  • Widely acknowledged as one of the leading industry experts on the AMC business.

Value Shastra is a unique solution that signifies the ideal bonding of process with value. The rationale behind the solution is algo-based investing on market valuations with an aim to provide a cushion of downside protection to the investors. It helps identify the right entry & exit points, thereby piercing the chakravyuh of equity investments

India’s first process driven solution on the PMS Platform

  • A unique system driven process which uses data simulations over the last 20 years
  • Takes the emotion out of equity investment decisions
  • Applies core principles of behavioral finance and logic

Action triggers tested successfully over Mutual Fund schemes and different equity indices over different time frames

  • Enables downside protection
  • Enables asset allocation into equity in optimum proportions

Exclusive to Emkay Investment Managers Ltd, part of the 25 year old reputed Emkay Global Group

  • Pioneering range of ‘Smart Alpha’ and consistently performing ‘Classical Alpha’ strategies
  • One of the fastest growing AMCs in the country with patronage from over 500 HNI and 50 non-individual clients

Powered by MisterBond, Founder of MSJ MisterBond Pvt td

  • India’s only A2A Advisor to Advisor platform
  • Over 25 years of providing innovative and relevant solutions to investors and advisors
  • Widely acknowledged as one of the leading industry experts on the AMC business

FEATURES OF VALUE SHASTRA


Endeavors towards downside protection

Optimizes entry into equity

Endeavors to optimize Exit from equity

Avoids creating ‘Abhimanyus’ in Equity Investing

Exclusively on the platform of Emkay Investmet Managers Ltd

Process Bonding with Value

Powered by the time-tested expertise of MisterBond

FEATURES OF VALUE SHASTRA


Investing Based on Market Valuations


Red Zone

Indicative time to start exiting equity.

Yellow Zone

Indicative time to add to your equity allocations cautiously.

Green Zone

Indicative time to re-enter equity completely.

Red Zone

Indicative time to start exiting equity.

Yellow Zone

Indicative time to add to your equity allocations cautiously.

Red Zone

Indicative time to re-enter equity completely.

Red Zone
Indicative time to start exiting equity

Yellow Zone
Indicative time to add to your equity allocations cautiously

Green Zone
Indicative time to re-enter equity completely

INITIAL INVESTMENTS

If Market in Red Zone

  • 70% Emkay Liquid Strategy
  • 30% Emkay’s 12 Strategy

If Market in Green Zone

  • 100% in Emkay’s12 Strategy

If Market in Yellow Zone

As per the algo:

  • 60% in Emkay’s 12 Strategy
  • 40% in Emkay Liquid strategy

IN SUBSEQUENT MONTHS

In Yellow zone – 3x transfer into Emkay’s 12 Strategy from Emkay Liquid Strategy

Whenever Markets touch Red zone thereafter: 70% goes to Emkay Liquid Strategy and balance 30% remains in Emkay’s 12 strategy

On the other side, whenever Markets touches Green zone post initial investments-100% will go into Emkay’s 12 strategy

Red Zone
Indicative time to start exiting equity

Yellow Zone
Indicative time to add to your equity allocations cautiously

Green Zone
Indicative time to re-enter equity completely

INITIAL INVESTMENTS

If Market in Red Zone

  • 70% Emkay Liquid Strategy
  • 30% Emkay’s 12 Strategy

If Market in Green Zone

  • 100% in Emkay’s12 Strategy

If Market in Yellow Zone

As per the algo:

  • 60% in Emkay’s 12 Strategy
  • 40% in Emkay Liquid strategy

IN SUBSEQUENT MONTHS

In Yellow zone – 3x transfer into Emkay’s 12 Strategy from Emkay Liquid Strategy

Whenever Markets touch Red zone thereafter: 70% goes to Emkay Liquid Strategy and balance 30% remains in Emkay’s 12 strategy

On the other side, whenever Markets touches Green zone post initial investments-100% will go into Emkay’s 12 strategy

Investment Framework


From To 6 monthly – 5-year rolling When Markets corrected When Markets Recovered
01-04-2020 31-07-2020
Value PMS Regular PMS Difference Value PMS Regular PMS Difference Value PMS Regular PMS Difference
01-06-2009 31-05-2014 162.54 174.36 -11.82 308.07 275.73 32.34 354.02 325.8 28.22
01-06-2010 31-05-2014 158.69 162.84 -4.15 241.65 206.91 34.74 277.7 244.49 33.21
01-06-2010 31-05-2015 159.95 164.12 -4.17 228.95 196.01 32.94 263.1 231.61 31.49
01-06-2011 31-05-2015 136.54 125.76 10.78 199.76 153.51 46.25 229.55 181.39 48.16
01-06-2011 31-05-2016 137.86 132.98 4.88 193.46 155.7 37.76 222.31 183.98 38.33
01-01-2012 31-12-2016 132.01 132.01 0 197.45 164.75 32.7 226.9 194.67 32.23
01-06-2012 31-05-2017 150.15 151.76 -1.61 185.83 155.05 30.78 213.55 183.21 30.34
01-01-2013 31-12-2017 128.14 134.13 -5.99 149.14 122.16 26.98 171.38 144.35 27.03
01-06-2013 31-05-2018 122.97 126.25 -3.28 140.64 115.56 25.08 161.62 136.55 25.07
01-01-2014 31-12-2018 116.58 119.15 -2.57 127.83 105.12 22.71 146.9 124.22 22.68
01-06-2014 31-05-2019 101.03 116 -14.97 105.41 93.11 12.3 121.13 110.02 11.11
01-01-2015 31-12-2019 89.96 99.29 -9.33 89.7 74.33 15.37 103.08 87.82 15.25
01-06-2015 31-05-2020 92.13 74.59 17.54 90.3 73.11 17.19 103.77 86.39 17.38
From To 6 monthly – 5-year rolling When Markets corrected When Markets Recovered
01-04-2020 31-07-2020
Value PMS Regular PMS Difference Value PMS Regular PMS Difference Value PMS Regular PMS Difference
01-06-2009 31-05-2014 162.54 174.36 -11.82 308.07 275.73 32.34 354.02 325.8 28.22
01-06-2010 31-05-2014 158.69 162.84 -4.15 241.65 206.91 34.74 277.7 244.49 33.21
01-06-2010 31-05-2015 159.95 164.12 -4.17 228.95 196.01 32.94 263.1 231.61 31.49
01-06-2011 31-05-2015 136.54 125.76 10.78 199.76 153.51 46.25 229.55 181.39 48.16
01-06-2011 31-05-2016 137.86 132.98 4.88 193.46 155.7 37.76 222.31 183.98 38.33
01-01-2012 31-12-2016 132.01 132.01 0 197.45 164.75 32.7 226.9 194.67 32.23
01-06-2012 31-05-2017 150.15 151.76 -1.61 185.83 155.05 30.78 213.55 183.21 30.34
01-01-2013 31-12-2017 128.14 134.13 -5.99 149.14 122.16 26.98 171.38 144.35 27.03
01-06-2013 31-05-2018 122.97 126.25 -3.28 140.64 115.56 25.08 161.62 136.55 25.07
01-01-2014 31-12-2018 116.58 119.15 -2.57 127.83 105.12 22.71 146.9 124.22 22.68
01-06-2014 31-05-2019 101.03 116 -14.97 105.41 93.11 12.3 121.13 110.02 11.11
01-01-2015 31-12-2019 89.96 99.29 -9.33 89.7 74.33 15.37 103.08 87.82 15.25
01-06-2015 31-05-2020 92.13 74.59 17.54 90.3 73.11 17.19 103.77 86.39 17.38

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