Series 1 – Adding funds when we call for Capital – Impact on IRR

While we continue to emphasise that investing in cash growth consistently outperforms the index or any typical portfolio, determining the right time to invest and add capital during periods of market uncertainty has proven to be challenging for investors. We at ITUS,  would like to ask our clients to add capital during these uncertain times.

Below is a comparison of two clients who travelled with us during similar period, who were given a call during June this year, asking them to add capital. One of them decided to add and we wanted to highlight the difference in IRR –

We continue to work hard at Itus to ensure we have clients who follow the path of Client 1 , as the difference in IRR is stark.

These weekly episodes are now available in our website for your quick read and you may access the same in the below link.

Weekly Enlightenment Archives – ITUS Capital

As a part of our ongoing commitment to keeping you informed, we remain dedicated to our SIP program, providing investors with a convenient avenue to regularly enhance their portfolios. We encourage you to explore the benefits of this program for your clients. If you require more details, please don’t hesitate to reach out to your dedicated relationship manager at [email protected].