Share Trading

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Once you have made your investment in shares of the companies you have selected, you cannot afford to simply forget about your investments and hope that someday, when you need the money and you check on your investments, they would have significantly risen in value. Companies go through business cycles of ups and downs, which affect their share prices. Not only this, companies also go through mergers, acquisitions, new business developments, etc., all of which affect their stock prices for the better or worse. You need to periodically monitor your company’s performance.


With India becoming an integral part of the global economy, most companies’ are impacted with global developments. For instance, if the US raises or lowers the Fed rates, the impact is felt in our country, too. Similarly, if countries lower or increase their import quotas, our exporting companies are impacted. This implies the need to keep track of global market developments.


Information on the economy and news on the global markets are available in daily business publications and websites of foreign business publications.

Whole Life recognizes this and manages only their Private Client Group’s direct equity investments prudently and professionally to achieve specific investment objectives.


We specialize in early-stage opportunities and value buys and invest in businesses where the intrinsic value is more than the current market price and the growth projections of the business. Here the idea identify and purchase a piece of great business with  a long-term investment view


We at times also play the momentum theme where the key lies in identifying momentum stocks that could deliver healthy returns in the medium term with a fair margin of safety.


The size and structure of our equity research team allows us to handle the market information that we obtain pro-actively and intensively. The combination of this research capabilities and our extensive relationship network enables us to provide trustworthy advice and identify potential multi-baggers.