Stocks,shares, finance, money, profit and the economy

Member Ship

Stock Advisory

 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. Rs 18000+ GST

    What it include: Research based calls on a minimum of 5 and maximum of 10 long term investment stocks will be provided to the client during the course of 12 months. The timing of the calls will depend on when we are confident on investing into a particular company for the long term. These are typically companies from the Small and Mid Cap side of the market., although it is possible that they might be from the large cap universe too.

    They are sent to you with a research report which covers key aspects of the business of the company, the reason why we are recommending the stock and our expectations from the company and the target price of the stock. Every 2-3 months when we meet the companies or there are quarterly results then we send you updates on these companies in which we recommend further action in terms of either upgrade or downgrade of the price target, an updation of our expectations from the company and whether we would like to continue to hold the stock or book profits.

    These ideas will be picked up by bottom up research which will include company meetings and continuous follow up on future performance. These could be already discovered stocks that are likely to grow strongly over the next one to three years or relatively undiscovered and under invested stocks.

    At the time of making recommendations we have an ideal holding horizon of 1-3 years. However we might exit early if the stock moves too fast or we believe that the stock might not do as well as we believe it should. We often hold the stock longer too if the company continues to do well and there is further upside potential.

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

      Gold Plan

  • Annual advisory package which will include 5-10 strong long term return stocks and this will also include 8-10 Position Trading calls per quarter.

  • Fee/Charges : Rs 27000+ GST

    What it include: Research based calls on a minimum of 5 and maximum of 10 long term investment stocks will be provided to the client during the course of 12 months. The timing of the calls will depend on when we are confident on investing into a particular company for the long term. These are typically companies from the Small and Mid Cap side of the market., although it is possible that they might be from the large cap universe too.

    They are sent to you with a research report which covers key aspects of the business of the company, the reason why we are recommending the stock and our expectations from the company and the target price of the stock. Every 2-3 months when we meet the companies or there are quarterly results then we send you updates on these companies in which we recommend further action in terms of either upgrade or downgrade of the price target, an updation of our expectations from the company and whether we would like to continue to hold the stock or book profits.

    These ideas will be picked up by bottom up research which will include company meetings and continuous follow up on future performance. These could be already discovered stocks that are likely to grow strongly over the next one to three years or relatively undiscovered and under invested stocks.

    At the time of making recommendations we have an ideal holding horizon of 1-3 years. However we might exit early if the stock moves too fast or we believe that the stock might not do as well as we believe it should. We often hold the stock longer too if the company continues to do well and there is further upside potential.

    POSITIONAL TRADING CALLS-Positional trading calls with a normal holding horizon of one to three weeks are also given to clients. Typical return targets of these trading calls is between 5-15%. Normally the trading calls are of stocks that are in the Futures and Options segment of the market. Calls can be given on both the long and short side and typically 2-3 calls are given every month.

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

      Platinum Plan

  • Model Portfolio based advise along with potential high growth stock recommendations and positional trading calls. A comprehensive plan

  • Fee/Charges : Rs 36000+ GST

    1. MODEL PORTFOLIO-The MODEL PORTFOLIO is a portfolio of 18-20 stocks that we design in which percentage allocation to individual stocks. Typically the MODEL PORTFOLIO has around 4-5 large caps and 14-15 mid cap stocks. Allocation is given for a Rs 100000 portfolio which needs to be adapted according to the portfolio size of the client.

      This is a risk adjusted portfolio where we take optimum risks to provide low volatility returns to clients. It is like a PMS PRODUCT with a fixed fee and works very well for clients with a reasonable investible surplus as costs are not linked to the investment size.

      Every month updates are sent on the MODEL PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

      Quarterly updates on MODEL PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio which should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended. You cannot choose and buy some stocks and not buy the others assuming yourself that one will do better than the other.

      The clients have the option of having their existing portfolio reviewed where we can suggest appropriate actions on the same.
    2. POSITIONAL TRADING CALLS- Positional trading calls with a normal holding horizon of one to three weeks are also given to clients. Typical return targets of these trading calls is between 5-15%. Normally the trading calls are of stocks that are in the Futures and Options segment of the market. Calls can be given on both the long and short side and typically 2-3 calls are given every month.
    MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 8-10 Lakhs

      Titanium Plan

  • Model Portfolio based advise along with potential high growth stock recommendations and positional trading calls. A comprehensive plan with personal interactions at periodic intervals

  • Fee/Charges : Rs 60000+GST

    1. MODEL PORTFOLIO-The MODEL PORTFOLIO is a portfolio of 18-20 stocks that we design in which percentage allocation to individual stocks. Typically the MODEL PORTFOLIO has around 4-5 large caps and 14-15 mid cap stocks. Allocation is given for a Rs 100000 portfolio which needs to be adapted according to the portfolio size of the client.

      This is a risk adjusted portfolio where we take optimum risks to provide low volatility returns to clients. It is like a PMS PRODUCT with a fixed fee and works very well for clients with a reasonable investible surplus as costs are not linked to the investment size.

      Every month updates are sent on the MODEL PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

      Quarterly updates on MODEL PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio which should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended. You cannot choose and buy some stocks and not buy the others assuming yourself that one will do better than the other.

      The clients have the option of having their existing portfolio reviewed where we can suggest appropriate actions on the same.

    2. POSITIONAL TRADING CALLS-Positional trading calls with a normal holding horizon of one to three weeks are also given to clients. Typical return targets of these trading calls is between 5-15%. Normally the trading calls are of stocks that are in the Futures and Options segment of the market. Calls can be given on both the long and short side and typically 2-3 calls are given every month.

      The additional service to the client will be by means of a conference call or physical meeting on a quarterly basis which will help the client to understand the logic of the advise as well as the direction in which the portfolio is being taken. This is especially useful for those who understand stocks and stock markets and have been investing for a long time period. It will also help you get a perspective of the overall domestic and global scenario.
    MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 12-15 Lakhs

      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 21000+ GST, Annual – Rs 33000+ GST

    The key features of this product are as follows:

    1. The product is Market Capitalization agnostic i.e. the recommendation can be from any market segment Large Cap, Mid Cap or Small Cap
    2. 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.
    3. 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.
    4. The return target of the recommended stocks will be 5-15% and the normal holding period will be 15-75 days
    5. Any number of calls might be open at any given point of time as the holding period varies from 15-75 days
    6. The recommendations will be given to clients via SMS and Whatsapp messaging and there will be regular follow up on further action
    7. The calls will be generated on a combination of Fundamental, Technical as well as Market News based analysis, market positioning etc.
    8. This product will be useful to both high value investors as well as small investible surplus investors as there will be rotation of money

     NIFTY & BANK TRADERS


    Fees Charges: Quarterly Rs 14000, Semi-Annual Rs 22000, Annual Rs 34000 plus GST

    This product has been designed specifically for Traders who trade in Index Futures and Options. In this product calls will be given only in the NIFTY & BANK NIFTY. The key features of the product are

    1. 6-8 calls will be given every month
    2. If we are unable to take a clear call on the markets and opportunities are less the number of calls might be one in a week and if opportunities are more can go upto three
    3. The calls will be in Nifty or Bank Nifty Futures, Call or Put Options
    4. This package is only for those traders who can execute very rapidly as the targets and stop losses will be in the region of 1-3% in case of Futures
    5. There will be no defined holding period for the calls but will be between 1-3 weeks.
    6. The ideas might be news based, technical, via analysis of options and futures data, market positioning etc
    7. The target will be to make 400 NIFTY points in a month across calls or 600 Bank Nifty points
    8. This product will be different from ONLY FOR TRADERS where calls are largely in Stock Futures
    9. Target and Stop Loss will be exactly 2:1 in every call and the Stop Loss/Profit Booking will largely be Strict with no changes after the call is generated.

     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+ GST, Semi-Annual Rs 24000+ GST, Annual Rs 39000+ GST

    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
    3. The calls will be given for a maximum duration of 5 days after which they will close i.e. T+4 will be the last day of each call unless closed earlier
    4. Calls will be given for Long/Short stocks or Buying/Selling Call and Put options on individual stocks, Nifty, Bank Nifty etc
    5. 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
    6. The ideas might be news based, technical, via analysis of options and futures data, market positioning etc

     POSITIONAL TRADING CALLS

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

    Fees Charges: ANNUAL- Rs 20000 plus GST

    1. 2-3 calls will be given every month
    2. The calls will be in Stock Futures and if opportunity presents in Options
    3. 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%.
    4. The holding period will be between 1-4 weeks.
    5. The ideas might be news based, technical, via analysis of options and futures data, market positioning etc

    Mutual Fund Advisory

       Silver Plan

    • One time portfolio reshuffle / advise

    • Fee/Charges : Rs 10000+ GST

      This will include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding.

       Gold Plan

    • An ongoing engagement with an advise, review after every three months or at any point of time appropriate in an year.

    • Fee/Charges : Rs 15000+ GST

      This is a much more comprehensive engagement which include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding.

      This will be followed up with review every three months and see if things are going as per expectations and if not what are the changes that need to be made. The attempt will be to provide advise to invest in a manner so as to get the best risk adjusted return.

         Platinum Plan

    • Financial Planning of the Mutual Fund portfolio along with any other advise required by the client as per my view on other asset classes with actual physical engagement i.e via conference calls or physical meetings.

    • Fee/Charges : Rs 25000+ GST

      This is a much more comprehensive engagement which include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding. This will be followed up with review every three months and see if things are going as per expectations and if not what are the changes that need to be made. The attempt will be to provide advise to invest in a manner so as to get the best risk adjusted return

      Here a proper plan on the asset mix that the client should be holding in his Mutual Fund Portfolio will be advised. Advise on other asset classes like gold, currencies etc will also be provide on a continuous basis. Here the client will be offered direct access by means of conference calls and physical meetings.




CONTACT US