Maverick Advisors

About Maverick

Maverick Equities is a boutique advisory and broking firm, established in January 2006 by Rikin Parekh .

A blend of passion, skill and ethics, we focus not just on creating wealth, but continuously nurturing it so that it grows into a vast empire, which will benefit your future generations.

Maverick is built on the cornerstones of integrity, intelligence, discipline and inexperience…yes inexperience; which allows us to explore the unfamiliar, rather the uncharted ideas. A perfect medley of these established and unconventional values is crucial to help create and nurture your wealth.

We at Maverick bring to you new windows of opportunity and believe that all investors can make money in the financial markets provided they understand their appetite for risk and investment objectives.

Basis the above philosophy, we have developed a niche in designing customized portfolios in Indian Equities after doing an in-depth analysis of the clients risk profile.

Combined, the promoters have more than 12 years of experience in the Indian financial markets. Their strong blend of fundamental and technical analysis helps them to have an edge over their competitors.

Why Equities and Portfolio Advisory Services ?

The world of finance is becoming increasingly intricate by the day. The investor today has a plethora of oppotunities. Equity, debt, futures, options being some of them. This is further pronounced by the institutionalization of markets and high volatility. In addition to this, the swift changes engulfing the businesses and the impact of technology on the financial services sector, makes it more difficult to provide a thorough analysis, thus marginalizing the investor.

We at Maverick, help you invest wisely through customized Portfolio Advisory Services, after examining your investment objectives and financial goals. We believe that while the selection of the right product is crucial, assessing the suitability of that product based on your needs is equally critical.

We work towards identifying the best investment ideas suited to your needs.

We understand that an investor would expect a bespoke and innovative portfolio, backed by expertise and research. Transparency and a higher level of information is a must.

Equities provide the best returns over a long run of 5 to 10 years. A long-term investment yield leads to wealth formation, provided the portfolio is well diversified with the finest quality stocks.

Our team comes with a high level of expertise and research to back the above choice.

Process

1. Concept Creation

Out of a universe of nearly 4000 traded stocks on Indian stock exchanges, typical Sell side coverage is limited to only 500 companies. So we at Maverick use filters based on investment themes, and regularly interact with trade and industry analysts to build a corresponding working universe. This helps us to identify ideas with true potential accurately.

2. Business Interactions

We identify companies with sizeable opportunity, sustainable competitive advantage and scalability, and interact with their Senior and Middle Management periodically to better understand the dynamics of their businesses. We also regularly do channel checks with suppliers and consumers to help build conviction and faith in investment drives.

3. Analysis & Evaluation

We begin by taking a deep dive into the financials analysis of a company, post which we develop a financial model that enables them to forecast and evaluate their positions recurrently.

4. Periodical Review

We conduct a comprehensive review of every company, each quarter. The overall portfolio is reviewed every month, or earlier in case of adverse situations. This involves reaffirmation of expectations from the stock, company meetings, corporate developments, results and change in industry fundamentals within a given time period.

5. Exit Strategy

We do not set target prices for each stock in a portfolio, but continuously review them. The company exits stocks as soon as the risk-reward is not in the investors favour anymore or in the event of a better opportunity arising.

Portfolio Advisory Services (PAS)

We offer solutions based portfolio advisory, exclusively designed to meet growth requirements in a holistic manner.
We follow a bottom-up approach, focusing on micro research and evaluating it in a macro environment. The best companies to invest in are identified, irrespective of the sector so that the investor has a diversified portfolio without dilution of opportunities. After understanding the risk profile, a custom-made portfolio is advised to suit the client’s temperament.
Our strategy endeavors to generate stable returns in volatile market conditions by implementing multiple approaches, the ultimate goal being to overtake the broader market in the long run.
A portfolio provides capital appreciation by investing primarily in equity instruments. With Large Caps at 60-70% and Mid Caps at 30-40%, our made-to-order approach is ideal for investors with a long-term horizon who want steady returns under varying market conditions, without compromising on the high growth potential of the Indian economy.
We take pride in being able to identify the opportunities well before competition does, basis our knowledge and experience of the financial market.
We undertake customized PAS for investors keeping in mind the strategy selected and the timing of the investment. We provide a frequent flow of information to clients about the markets and their portfolio actions.
High levels of expertise in investment and research back this service, and we provide an innovative platform to take exposure and diversify into new investment opportunities. We have the ability to take focused bets thereby adding value when the investments play out their potential.

Equity Broking

In partnership with Angel Broking Pvt. Ltd., India’s top broking platform, we provide Equity Broking Services.
We provide multi dimensional services that help time the market better with our expert guidance. In depth research, constant timely feedback and sound advisory capability provided by us secure result oriented information on market trends, analysis and predictions. We provide sound advice on risk-return patterns with strategic inputs for maximizing returns.
We guide you with a disciplined approach, leading to healthier investments and speedier fulfilment of financial goals with our range of trading and investment solutions.

Commodity Broking

In partnership with Angel Broking Pvt. Ltd., India’s top broking platform, we provide Commodity Broking Services.
Commodity trading markets being the second largest market in the world, offers investors an opportunity to diversify their portfolio as it has a low correlation with equity markets. This form of trading is relatively easier to comprehend as prices are impacted by the basic economics of demand and supply, and enjoy lower margins with high leverage.
We provide personalized solutions and recommendations for hedgers and commodity based entities as per their precise requirement for hedging in commodities.
Guidance is provided on market trends in the short and long term, after analyzing local and global factors impacting prices.
We help you leapfrog into the market by weighing several factors like your risk profile, products invested in, time frame and even uncontrollable factors such as market movements, inflation and more.

Portfolio Audit and Restructuring

A professional portfolio audit is extremely important as it certifies the quality of stocks held in the portfolio with optimum sectoral allocation to generate consistent returns.
We focus on exploring all the ways in which we can maximize the capital value of a portfolio. This is primarily aimed at offering clarity as to the current status of each of the products, providing an in depth analysis of the performance of the portfolio as a whole. This is a health check for the portfolio, thus maximizing the capital value and borrowing capacity of the portfolio. The aim is to put your investments in the best position to respond to opportunities in the market. Out focus is on performance improvement of the existing portfolio, improve short term stability, initiate cost reduction, and capture lost value from previous integrations.

Testimonials

Having worked with Maverick Advisors over 2 years, we have found them to be extremely diligent and professional at their work. They took the time to understand both our investment philosophy and our financial requirements before suggesting a strategy.
Their investment decisions have proven to be very well suited to the overall strategy; but very importantly have been constantly monitored and effectively communicated to us through both emails and quarterly meetings. Its been a very pleasurable experience working with Rikin and their team at Maverick!

Milind Merchant

Director, Pixel Design

Since working with Rikin Parekh they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio.

Roshan Nair

Many thanks to Rikin, because of the investments we have made with Maverick Equities, we have been able to achieve good returns over our investments. We appreciate the guidance that Maverick have provided in helping us make sound financial decisions.

Jatin Shethia

Maverick Advisors spend a lot of time and effort to understand our risk and build our long term portfolio. They have been committed in providing complete transparency and regular updates which gave us immense confidence in them.