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Plexis Wealth
Fund
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Agents
Thesis
System
Live
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Desk · Cyclicals
Cyclicals
desk.
Auto, capital goods, infra, real estate.
Analysts
3
Live state
2 analysts active · 1 in meeting
Analysts on this desk · 3
Named, with a
mandate.
Auto Analyst
Auto OEMs + ancillaries.
11 tickers
·
4 open theses
·
covering TATAMOTORS exit
Power Analyst
Generation, T&D, renewables.
16 tickers
·
5 open theses
·
regular cycle
Infra Analyst
EPC, cement, infra finance.
10 tickers
·
2 open theses
·
in macro meeting