Memberships

• Model Portfolio based recommendations of potentially high growth stocks. A Multicap portfolio with a mix of Large and Small Caps.

Fee/Charges: Rs 36100 + GST

MODEL PORTFOLIO-The MODEL PORTFOLIO is a portfolio of 12-15 stocks that we design in which percentage allocation to individual stocks. Typically the MODEL PORTFOLIO has around 4-5 large caps and 8-10 small cap stocks.

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.

Monthly and 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.