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.
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
Those interested in HNI Services or COMBO PLANS can write to us at firstname.lastname@example.org or
Call us on 7303163931
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 36000What it includes
♦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