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info@asksandipsabharwal.com
7303163931

We have come to the end of a tumultuous quarter where the markets fluctuated significantly. As I had been warning there was likely to be a 10-12% correction in February and March which actually played out. Our products have done well in the volatility.

MODEL PORTFOLIO

The MODEL PORTFOLIO performed acceptably in the first quarter with a decline of 6.63% as against a NIFTY decline of 4%. We underperformed after a long time, however it is an underperformance which will always happen in a portfolio with a domination of mid caps and especially after we came in after a huge outperformance of over 35% last year. The portfolio is up 269% since inception Vs 60% for the NIFTY.

LONG TERM CALLS

This quarter was brilliant for generating long term ideas as the markets were low. Its always buy low and sell high for us unlike many others who get euphoric when markets are high and pessimistic when markets are low.

ONLY FOR TRADERS

ONLY FOR TRADERS continued to be decently profitable in a tough quarter. This has been a quarter where I have been approached by people who have lost lakhs. It was a decently profitable quarter for clients, although lower than our historical trends. Clients made a profit of Rs 107000 on one lot and Rs 214000 on two lot trading.

POWER ALPHA STOCKS

This was a tough month for investing and as such making money on a purely long side product was almost impossible if not improbable this quarter. I held back giving recommendations in January as I was expecting a correction to happen. We used the corrective move of the following two months to build up recommendations. Patience is the game in both short term and long term investing.

HNI SERVICES & COMBO PLANS

HNI SERVICES – Rs 270000 plus GST

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


Pricing of COMBO PLANS depends on the number of services being taken. Discounts range from 10-25%.

  • 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 +91-22-66666931, 7303163931

STOCK ADVISORY LONG TERM PLANS

The Winners, Gold, Platinum and Titanium plans are for Long Term Investors who might want to do some trading also. They seek to build a long term portfolio for investors Via Long Term Investment Calls and the MODEL PORTFOLIO approach

♦WINNERS PLAN- Annual advisory package which will include 5-10 strong long term return where the return targets will be higher than market returns over Long Term Holding

Fee/Charges: Rs. 18000 plus GST
MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 3-4 Lakhs


♦GOLD PLAN- Annual advisory package which will include 5-10 strong long term return stocks and this will also include 8-10 trading calls per quarter.


Fee/Charges: Rs. 27000 plus GST


MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 5-6 Lakhs

♦Platinum Plan- Model Portfolio based advice, revised on a quarterly basis or as frequently as required
Fee/Charges: Rs 36,000 plus GST.


MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 8-10 Lakhs


PLATINUM PLAN with personal interactions is in the TITANIUM PLAN which allows clients to call up and talk directly if there are any doubts.


The TITANIUM PLAN costs Rs 60,000 plus GST.


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POWER ALPHA STOCKS- Stock Advisory package that is specifically designed to cater to investors who want to take short term exposures into the stock markets but do not want to trade in the Futures & Options market.

Fee/Charges: Semi Annual – Rs 21,000, Annual – Rs 33,000 plus GST

The key features of this product are
♦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.
♦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
♦Any number of calls might be open at any given point of time as the holding period varies from 15-75 days

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 2-3 Lakhs

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 15000, Semi-Annual Rs 24000, Annual Rs 39000 plus GST

The key features of this product are
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.
2.The calls given in this package will be for stocks in the Futures and Options segment only
3.Calls will be given for Long/Short stocks or Buying/Selling Call and Put options on individual stocks, Nifty, Bank Nifty etc
4.This package is only for active traders where fast execution of trades, profit booking as well as stop losses will be important. This is unlike the trading strategies in our other packages where the calls are positional

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 2-3 Lakhs

POSITIONAL TRADING CALLS

Fees Charges: ANNUAL- Rs 18000 plus GST

This product is an offshoot of the POSITIONAL TRADING CALLS of GOLD/PLATINUM/TITANIUM plans and is offered as a separate product

  • 2-3 calls will be given every month
  • The calls will be in Stock Futures and if opportunity presents in Options
  • This package is only for those who want to do just a few trades every month where holding period is longer. Targets will be around 5-10%.
  • The holding period will be between 1-4 weeks.
  • The ideas might be news based, technical, via analysis of options and futures data, market positioning etc

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