Balance is the key to a happy life

&

a profitable portfolio

ABOUT US

Trade Tarazu follows the journey of a proprietary trade & investment firm that specializes in the Indian Equity markets. The firm's core research process strikes a balance between Fundamental Analysis & Technical Analysis and integrates the best aspects of both disciplines to deliver superior returns. We also follow a precise system of Portfolio Diversification, Risk-Reward Management and Structured Execution that maximizes profits whilst maintaining a high margin of safety.

We manage two portfolios – a long-term Investment Portfolio designed for wealth creation and a short-term Trading Portfolio (including F&O products) designed to provide a regular stream of income. The Investment Portfolio has generated an Avg. Annual Return of 19.24% (May 2017-Mar 2020), beating the Nifty 50’s Average Annual Return of -1.76% for the same period by a sizeable margin. On the other hand, the Trading Portfolio has given an Avg. Monthly Return of 12% (May 2019-Mar 2020). Overall, we have consistently outperformed the benchmark index and generated robust returns irrespective of market condition and cycle.

Our overarching goal is to avail the abundant profit-making opportunities in the Equity markets and to do so in an educated, methodical and balanced manner.

THE SECRET SAUCE

Fusion of Fundamental Analysis & Technical Analysis

Short-term trades that generate 3-5% monthly income

Long-term investments that grow wealth at ~ 20% avg. annual return

Short-selling transactions that generate profits even when the market is down!

Futures & Options product coverage; Simplification of complex structures

Process that caters to different capital capacities, risk appetites and investment horizons

Risk Management through research, diversification and capital allocation

Structured execution; Limited drawdowns

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PORTFOLIOS

INVESTMENT PORTFOLIO

Undervalued, ethically managed businesses with significant competitive moats
Long-term uptrend with limited volatility
Attractive compounding whilst maintaining a high margin of safety
Investment Horizon of 3-5 years
20% CAGR expected

TRADING PORTFOLIO

Short-term swing trading in index and stocks
F&O instruments included
Primarily using Technical trends
Makes money in bear markets
High risk, high reward
Investment horizon of few days to few weeks
3-5% avg. monthly profit expected

THE AUTHOR

Aakriti Jhunjhunwala is an Equity Trader and Investor based in Kolkata, India. She has 5+ years of professional experience in the financial markets.

In 2014, she graduated from the Stern School of Business, New York University with a Bachelor’s degree in Finance and Business Economics. After graduation, she worked for BNP Paribas as a Credit Analyst in New York (2014-2015) and in Sydney (2015-2016). During this time, she gained hands-on experience in analyzing companies across various sectors including Energy & Commodities, Auto and Retail. She built her expertise in Financial Statement Analysis and Credit Risk Evaluation and worked with MNC’s like Eco-Energy, Trafigura, Pernod Ricard, Hoyts Cinemas, BMW and Mercedes.

In 2016, after acquiring two years of valuable international experience, Aakriti returned to India to pursue her interest in the Equity markets. She completed her certification in Advanced Technical Analysis from Kredent Academy and started a Proprietary Trading division in her family company - BPJ Shares and Securities (Type 1 NBFC-ND). Under Aakriti’s management, the 'prop trading’ portfolio has consistently outperformed the benchmark Index Nifty 50 and continues to grow manifold.

Aakriti has also worked as an Equity Consultant for select family offices like S.K Bajoria Group on their public market investments.