FREQUENTLY ASKED QUESTIONS

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Here are the answers to some of the most common questions about our services, process and our approach to investing. If you don't find what you're looking for, feel free to get in touch.

Cherry Picking is an investment management and investment consulting firm focused on helping clients pursue their long-term wealth objectives. Founded by professionals with backgrounds in Chartered Accountancy, Chartered Financial Analysis, and industry, Cherry Picking combines investment expertise, fundamental research, and disciplined portfolio management, with a particular focus on equities.

Cherry Picking typically works with investors with portfolios of ₹50 lakhs or more. We work with High-Net-Worth Individuals (HNIs), Ultra-HNIs, entrepreneurs, wealth creators, and other investors, subject to the eligibility criteria applicable to the relevant service. Our approach is tailored to each client's objectives, risk profile, investment horizon, and individual requirements.

Our investment philosophy is built around growth investing, disciplined research, long-term thinking, and risk management. We focus on identifying businesses with strong fundamentals, attractive growth potential, quality management, and valuations that we believe are appropriate relative to their growth prospects.

Our investment process involves detailed research and analysis of a company's fundamentals, management quality, growth prospects, competitive positioning, and valuation. Investment decisions follow a structured process of research, analysis, debate, decision-making, and review, rather than being driven solely by short-term market sentiment.

We begin by understanding each client's financial objectives, risk profile, investment horizon, and applicable investment constraints. Based on this understanding, we develop an investment strategy and identify suitable opportunities for the portfolio. Portfolios are monitored on an ongoing basis and rebalanced where appropriate, subject to the applicable investment mandate and client agreement.

Risk management is an integral part of our portfolio construction process. We consider diversification, position sizing, ongoing monitoring, and potential downside risks when constructing and managing portfolios. Our Faceguard Portfolio approach is designed to seek greater resilience during market downturns while participating in potential opportunities during market upswings. Investments remain subject to market risks, and no strategy can eliminate the possibility of loss.

Cherry Picking follows a long-term approach to investing. Rather than focusing primarily on short-term market movements, we generally seek to build positions in businesses with the potential to create and compound value over a multi-year investment horizon, typically around five years, depending on the investment strategy and client objectives.

Transparency and regular communication are central to our client relationships. Subject to the applicable service and client agreement, clients receive periodic performance reporting, portfolio reviews, and market insights. Our team remains available to address questions and discuss relevant portfolio developments.

The process begins with a conversation with our team. We seek to understand your investment objectives, risk profile, investment horizon, and existing portfolio before discussing the services that may be appropriate for your requirements. You can schedule a consultation or contact our team directly to get started.

Subject to the consent and availability of existing clients, Cherry Picking may be able to facilitate introductions to clients who are willing to share their experience of working with us. Any such introduction is voluntary and does not constitute an endorsement or guarantee of future results.

Open dialogue is an important part of our client relationships. We encourage clients to discuss their concerns with our team. We can explain the investment rationale behind portfolio decisions and consider client feedback in accordance with the applicable investment mandate and client agreement.

Cherry Picking works with clients across geographies, subject to applicable laws, regulations, licensing requirements, and client eligibility in the relevant jurisdiction. Our registered address is in the UAE, and our presence across India and the UAE supports our cross-border perspective and international outlook.

Tax considerations may is considered as part of the investment process, where appropriate and subject to applicable laws and regulations. We may consider factors such as cost basis, investment time horizon, and applicable tax rules when evaluating investment decisions.

The terms of withdrawal depend on the specific investment arrangement, applicable documentation, and relevant laws and regulations. Clients should refer to their applicable agreement and may contact our team to understand the process and any applicable conditions.

Our fee structure varies depending on the service provided and the applicable engagement terms. Portfolio management fees may be charged as a percentage of assets under management, while investment consulting fees may be structured on a project or hourly basis. All applicable fees and charges will be disclosed to clients before engagement and will be governed by the relevant agreement.

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About

Independent. Research-driven. Investor-focused.
We help you navigate the equity markets with clarity, conviction and a long-term perspective.

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  • Phone nos.
    +971 50 920 8250
  • +91 997 1895211

  • Email Us on:
  • info@cherrypicking.in

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