LONG TERM WEALTH CREATION

 

Products

Two Strategies. One Philosophy. Different Paths to Investing with Discipline.

HVG Model Portfolio

Explore our fundamental research driven Model Portfolio designed for long term investors with SQML Framework, Investing in businesses with large opportunities, quality management, valuation discipline, and a long-term ownership mindset.
[View Our Portfolios]

HVG Fusion Alpha

A medium to long term equity strategy that blends technical insights with the SQML framework of fundamental analysis to identify opportunities across market cycles, while maintaining a focus on downside risk management.
[Coming Soon!]

 

 

SQML Investment Philosophy

At Hillview Global, our investment decisions are guided by the SQML framework, a disciplined approach focused on long-term wealth creation while managing downside risks.

Opportunity Size

S - Size of Opportunity 

We prefer businesses operating in large and expanding markets, where long-term growth is supported by structural demand and scalability, to achieve superior long-term earnings growth.

Quality management

Q- Quality of management

We emphasize on capable and ethical management teams with a track record of prudent capital allocation, strong execution capabilities, sound governance and with a vested interest in the company.

Margin of Safety

M - Margin of Safety

Valuation discipline is central to our process. We seek investments below their intrinsic value, where prices provide adequate downside protection against business or market uncertainties. 

Long term Focus

L - Long term Focus

We invest with an ownership mindset, allowing time for business fundamentals and compounding to play out across market cycles, monitor the fundamental performance and ignore market price fluctuations.

 

 

Why Us?

Skin in the Game: Invest my own money in the advisory portfolio companies. This means any loss in the portfolio is borne equally by me and ensures careful selection of investment opportunities.

Client Focus: At the heart of our approach is to prioritize the needs of our clients, and support to achieve financial objectives, with the aim of building long-term relationships, founded on trust, respect, and open communication.

Transparency: Trust is the cornerstone of our relationship with clients. This entails providing information about our investment philosophy, fees, and regular performance reports while adhering to regulatory requirements.

Fiduciary Duty: The approach is to prioritize the legal and ethical interests of clients by providing services aligned with their goals, risk tolerance, and financial situation, while ensuring that conflicts of interest are avoided

Objectivity: Our service is impartial and free from personal biases or external pressures. We conduct comprehensive research and analysis, considering all relevant factors when making investment decisions.

 

Get Started Today

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Know more about us or write at info@hillviewglobalfin.com.  

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Complaint Status

Complaints disposal data  Read More 

Sr NoReceived fromPending at the end 
of last month
ReceivedResolvedTotal PendingPending 
> 3months
Average Resolution 
time in days
Directly from Investors 
SEBI (SCORES) 
Other Sources (if any) 
 Grand Total 

SEBI has introduced an Online Dispute Resolution Portal (ODR Portal) for resolution of disputes. The ODR portal offers a platform for investors to file any complaints in case the investor is not satisfied with the resolution of the complaints raised directly with the Investment Advisor or through the SCORES platform of SEBI.  

ODR Portal Link

 

Grievance Redressal/Escalation Matrix

Details of designationContact Person NameAddress where the physical address locationContact NoEmail-IdWorking hours when complainant can call
Customer CarePrashant DubeyA 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 1100759560744510Prashantdubey@hillviewglobalfin.com9:00 - 17:00 hrs 
(Monday-Friday)
Head of Customer CareNot ApplicableNANANANA
Compliance OfficerPrashant DubeyA 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 1100759560744510Prashantdubey@hillviewglobalfin.com9:00 - 17:00 hrs 
(Monday-Friday)
CEONot ApplicableNANANANA
Principal OfficerPrashant DubeyA 702, Sanmatikunj, Plot No. 19A, Sector 6 Dwarka, New Delhi 1100759560744510Prashantdubey@hillviewglobalfin.com9:00 - 17:00 hrs 
(Monday-Friday)