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VP -2019, GOA
NARENDRA
Beginning
Concept of saving/finance
Initially started as FD&RD
Mutual funds for 2-3 years
Slowly started reading about equities
Initial steps
Growth oriented
Not consider PE
Importance to management quality
Limited players –VST tillers(aware of limited size also)
Edge in the process of manufacturing- Fairchem.
Sector tailwinds, Govt policy changes
SELLING DECISION: