STOCK INVESTORS & TRADERS

We propose to provide advise to investors for building a long term portfolio of specific stocks based on our own research. We also provide strong research based trading calls with a short term perspective. We might not have a view on every stock and as such will advise only on those where we do have a view. Investors can raise queries on restructuring of their portfolio of stocks, view on a specific stock or advice on what kind of portfolio of stocks that a person should be holding. Depending on the risk profile of the investor and targeted time duration of investment as well as expected returns the suggested portfolio or trading ideas might be different for different customers.

HNI SERVICES & COMBO PLANS

We also offer personalized HNI services for investors with large portfolios who would like customized solutions. Here portfolios are designed and strategies worked out in accordance with the goals and risk profiles of individual clients with the aim of meeting stated objectives. Some of the key features of this service are

1. The portfolio and services will be customized to the particular client

2. The service will be interactive where the client can interact with Sandip Sabharwal directly to clarify doubts if any. This can be in the form of Phone calls/messages/emails etc..

3. HNI clients can ask for clarifications on any stock outside the standardized portfolio on which we will give our views directly to him.

4. The portfolio is individually monitored and the client only has the responsibility of mailing the portfolio to us every 15 days or trading positions more frequently so that we can go through it and advise on the portfolio on a proactive basis.

5. Besides this the HNI clients will continue to get all the LONG TERM CALLS as well as the standardized MODEL PORTFOLIO the details of which are as below

  • The MODEL PORTFOLIO will have around 20 stocks with individual stock allocations and the client just needs to follow them passively. The portfolio is updated every few weeks and clients just need to invest as advised. For example the total amount of Rs 100 to be invested will be split across 20 stocks with percentage allocation to each, you will just need to invest accordingly and whenever changes are advised do the same. In this we also advise when to increase cash in the portfolio if the markets are overheated etc.
  • You will get 8-10 LONG TERM INVESTMENT CALLS every year. These stocks have a typical holding period of 1-3 years and come to the client with a small report with logic of the buy and quarterly updates. Multibagger picks are normally mid caps and the MODEL portfolio has a mix of Large Caps and Mid Caps along with cash allocation.
COMBO PLANS
  • For clients who want to opt for a combination of packages from our various Long Term and Short Term plans we offer attractive COMBO PLANS where on a combination of two or more plans we can built in discounts for clients.

 

Those interested in HNI Services or COMBO PLANS can write to us at info@asksandipsabharwal.com or

Call us on 7303163931

ONLY FOR TRADERS

Stock Advisory Package which has been designed only for traders in the stock markets. Unlike all our other packages here we are offering Quarterly, Semi-Annual and Annual Plans

Fees Charges: Quarterly Rs 12000, Semi-Annual Rs 21000, Annual Rs 36000

What it includes
1. Two calls will be given every week on an average. In the absence of opportunities the number of calls might reduce in certain market conditions; however 24 calls per Quarter, 48 calls every six months and 96 calls on an annual basis will be maintained.
2. The calls given in this package will be for stocks in the Futures and Options segment only

♦The product is Market Capitalization agnostic i.e. the recommendation can be from any market segment Large Cap, Mid Cap or Small Cap

♦ Two to four recommendations on an average will be given every month. We might exceed the number of recommendations in a month but atleast two will be given.

♦ There are many companies that are not multibaggers but offer returns from oversold positions, improved fundamentals, macro-economic changes, turnaround etc. This product seeks to capture those opportunities.

♦The return target of the recommended stocks will be 5-15% and the normal holding period will be 15-75 days

Semi Annual – Rs 18,000,
Annual – Rs 30,000

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