About Sandip Sabharwal
I am a B Tech in Chemical Engineering from the Indian Institute of Technology Delhi & did my PGDM from IIM Bangalore. I started my career with SBI Funds Management Pvt Ltd and worked for SBI Mutual Fund for the first 11 years of my career.
Why should you work with us
Focused Strategies with clear cut product strategies
Consistent track record
Contrarian approach helps avoid crowded trades
Concentrated strategies with low churn
Money remains with you so you control your money
Experience Counts
Started in 2013, the 10th year of operation
Experience of over 27 years
A large number of satisfied customers
Complete Transparency & Continued Communication
Research Analyst Services
Our Strategies
This plan recommends 12 companies with a Flexicap approach with a contrarian investment strategy. Focus is to generate steady returns with low volatility
Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 36000+GST
This plan is a mix of Smallcaps and Largecaps, broadly 60:40. Number of stocks is between 12-15. Our oldest long-term investment plan
Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 36100 + GST
This plan invests in 9 Large Cap Companies with a low-risk and active approach. This is ideal for low-risk investors. The target is to beat Nifty by 3-5% every year
Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 29000 + GST
This plan invests in 9 selected Midcap Companies with a value-with-growth approach. Focus is long-term with low churn
Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 35100 + GST
This is a Research Report focused Smallcap research plan. The aim is to come out with 3-5 unique ideas every year with open recommendations between 12-15
Minimum Investment Rs 4-5 Lakhs, Annual Fees Rs 32500 + GST
This is a short-term investing research plan where clients get 2-4 recommendations every month with return targets of 5-15% & holding up to 75 days (average). A regular profit booking plan
Starting Capital Rs 5 lakhs, Ideal 8-10 Lakhs plus, 6 Months Rs 32000 Annual Rs 47000 + GST
This is an active Futures & Options trading research plan. We target 2 calls per week, holding 1-10 days. Smaller targets with active profit booking/exits
One Lot Trading 5 Lakhs, Two Lots 10 Lakhs, 3 Months Rs 24000, 6 months Rs 39000, Annual Rs 55000 + GST
This is a longer term Futures & Options trading research plan. We target 2-3 calls per month, holding 7-28 days (can be more). Bigger targets with deeper profit booking/exits
One Lot Trading 5 Lakhs, Two Lots 10 Lakhs, 6 months Rs 36000, Annual Rs 54000 + GST
Investment Advisory Services
HNI SERVICES
Minimum capital requirement Rs 4 Crores. Fees are based on a percentage of Total Assets under advisory with a minimum fee requirement of Rs 10,00,000 plus GST.
Fees for clients with portfolio sizes above Rs 10 Crores will have a fee between 1.25% to 2.5% depending on the requirements of the client and the effort required. The fees will not be less than 1.25% of the portfolio size and will vary depending on effort and time required.
HNI Services under the Investment Advisory segment are specifically designed for clients who desire to have 360-degree coverage of their entire investment basket. Clients can be advised allocations to different asset classes with specific allocations to individual equity strategies in this customized offering vary according to client needs.
Different clients have different needs For clients only focused on the Long Term the investment portfolio is different and for those who want a combination of strategies it is different. The strategies can be conservative, moderate, or aggressive. We have clients with different requirements and all are dealt with separately. Some key aspects are as follows.
services are customized to the needs of the client and some of the key features include asset allocation for those who want and subsequently different strategies in the equity markets as per the equity market allocation
The portfolio and services will be customized to the particular client. The strategies could be
a. Only Long Term
b. Only Short Term
c. A combination of Long Term, Short Term and Trading
The fees for the clients in the range of 1.25% to 2.5% of the AUM will be based on the effort requirement. For example for someone who is only focussed on the Long Term it will be typically at the lower end and for someone who is more on the momentum and trading strategies it will be more on the upper end.
The service will be interactive where the client can interact with me directly to clarify doubts if any. This can be in the form of Phone calls/messages etc. This is not available in the Research Analyst Services packages.
HNI clients can ask for clarifications on any stocks and assets across the investment horizon. This helps in eliminating investment mistakes.
The portfolio is individually monitored and the client only has the responsibility of maintaining a Google Sheet which can just be updated and can be monitored real time by me.
Specific long-term allocations with percentage allocations will be specifically provided to HNI Clients. For this, we continuously scan for opportunities to recommend at the right time so that timing adds to returns
Swing Trading Ideas. Short Term Cash calls with a holding horizon of 30-90 days and a return target of 5-15% can also be provided to you. A part of the portfolio can be allocated to these calls depending on my analysis of how your money needs to be exactly managed. This has done exceptionally well for us over the last few years.
Trading Calls from the Futures and Options universe whenever conviction is high can be given to you. Here the typical holding horizon is from a few days to a couple of weeks. Clients doing Futures and Options also will typically have a higher fee. A small fund allocation to trading has worked very well for our HNI clients. However many clients, especially those overseas might find it tough to operate these calls.
All your other financial investments i.e. Mutual Funds, FDs, PMS Products, etc can be reviewed by me and recommendations on the same will be given to you if they are covered in the agreement. These will then be monitored for changes as required so that the allocation runs effectively and optimally.
In a nutshell, the HNI portfolio and services are where each client portfolio is tracked by me directly and individually depending on the needs of the clients. For conservative clients, we might have a different portfolio allocation strategy and for aggressive clients, we will strategize it differently. The client can clarify any newsflow they hear from the markets so as to avoid investment mistakes. We focus on risk-adjusted returns and try to prevent deep drawdowns.
What our clients have to say
Hi Sandip, your contra picks in winner portfolio stocks have been superb, and your timely message helped in adding/entering at the right time. Great call !. Keep it going !
— Murali Kadlabal (@murali_kadlabal) June 6, 2024
The call that day was outstanding. Amid reports predicting the end of the world, I made significant gains. His advisory services are exceptional for retail investors, helping them achieve impressive returns with peace of mind. His strategies are a superior alternative to MFs.
— Akshay Beri (@AkshayBeri62) June 6, 2024
@sandipsabharwal Thank you for your confident strategy on #ElectionResults day. It helped to create wealth. Grateful for your expertise! ๐
— nishant kashyap (@Nishant_Kashyap) June 6, 2024
Sandipโs thought process and guidance is flawless โฆ glad to be part of his Midcap plan !! Thanks Sandip ๐๐
— Retail Investor (@pareekpuneet1) June 6, 2024
I have been associated with Sandip as a client in platinum plan. His advice on portfolio is impeccable and always backed by clarity of thoughts and conviction. Absolute pleasure to be associated with @sandipsabharwal
— Jasbir Mann (@JasbirM21341239) June 6, 2024
So trueโฆ.excellent and timely call right when nifty was 21300โฆ..message was absolutely clear and timing was so great when most fund managers were hiding
— Chetan Chadha (@chetanchadha) June 7, 2024
Excellent call by @sandipsabharwal , this may called out as profiting from an event.
— Kamlesh (@kkjhaa21) June 7, 2024
Advise during every significant event apart from monthly and results based advise is USP of your advisory. Immensely benefitted from your insight and advise. Thanks ๐๐พ
One of best reserch analyst in the country. So professional and he is like gold mine for me for last two years. I just need to execute his instructions and then just sleep with peace and see your money grow multifold without any headache.
— Anuj Garg (@tradingnlife) June 18, 2024
Excellent selection without fear, best performers, calmly manner.
— Kuldeep Takhar (@TakharC2017) March 8, 2024
Great picks both in-large cap nd midcap portfolios. Sticking to quality names only. Beneffited a lot eithout loosing sleep
— nirmal jain (@nirmalj70587975) March 8, 2024
Subscribing to this service is like having access to the best fund managers through one service . I have subscribed to the midcap plan for two years and the strategy has outperformed all indices and funds . I now signed up for contra too . All the best Sandip !
— Hemant khatwani (@hemantkhatwani) March 8, 2024
Iโm a subscriber. I like the portfolio choices representing all major themes. like the earnings analysis - says if the inv thesis is on track or not. like the clear directions on portfolio addns and dltns. All inputs to build a portfolio and monitor it exist. Much obliged.
— Suresh Krishnamurthy (@suresh_73) March 10, 2024
I recently started investing in the mid cap product of Sandip based on recommendation from a friend. I am quite impressed by the thoroughness of research he does for stock pics and his regular updates.
— Joie_de_vivre (@Ikigai_forever) March 9, 2024
My family has been a part of multiple plans with Sandip Sabharwal. With no lock-in, the only reason for ppl to continue is only if they are happy with the returns and I am happy to say we have plans to continue for a long time considering the performance! Thanks!
— Vijay Murali (@Vijay_Murali) March 8, 2024
It's my second year with Sandip ji and I must say the observations and recommendations are spot on! If the objective is to grow and compound wealth with minimal downside risk, then Sandip ji is the guy for you.
— DS (@DS97533902) March 8, 2024
I have subscription of 4 plans from Mr. Sabharwal and the earliest one was subscribed some 9 months back. Superb results so far and I am certainly sticking to him for all my future investments.
— rohit sharma (@thatscoolster) March 8, 2024
Pure Gold Strategies. Very transparent and trusty worthy advisory to create long term wealth . Joined in July 22 with one portfolio and now am member to 4 portfolio , well constructed and thought out portfolios outperforming all peer products consistentely over long periods
— Shridhar Hariharan (@HareShridhar) March 8, 2024
I have taken the advisory services under Target Midcap and Winners plan last March. Already most of the stocks in winners plan are multi bagger in last one year itself. Happily enrolled under new contra plan. Highly recommended to all who want to generate alpha.
— Sudeep Ghosh (@SudeepGhosh1981) March 8, 2024
Unbiased and clear view.more important is genuine advise specially when there is fear or euphoria in the market. Highly recommended.
— kashyap vyas (@kashyapvyas16) March 8, 2024
It's going to be one year since I took his package and experience of dealing with Mr.Sabharwal is wonderful. Now I feel that why not earlier ๐
— barjesh garg (@bhand5akg) March 8, 2024
He looks personally for each of the portfolio. Timely sell and buy updates are given for plans. All strategies are good and finds very quality companies.
— Real Anand (@RealAnand2) March 8, 2024
Yes, correct, and highly recommended.
— Amit Dave (@AmitDave1879718) March 8, 2024
Consistent high returns and very regular communications/updates which are data-based give a high degree of confidence (during my experience with you over the last three years).
Sandip Sabharwal is a very trustworthy advisor who has given great buys due to his diligent approach. We have been lucky to have subscribed to his plans, which have given very good returns. He tries to ensure capital is not lost in the process of getting decent returns
— N R Murali (@nrmurali) March 8, 2024
I've been a subscriber to multiple long-term plans by Sandip sir, and the returns have exceeded my expectations. Some plans yielded over 45% in the last year. His profound understanding of market macros reflects his extensive experience and expertise. Sends updates proactively.๐
— nishant kashyap (@Nishant_Kashyap) March 8, 2024
I am a new customer (6 months) with Sandip large cap platinum plan. His research and picking abilities are quite good. Allocation to stocks is well thought out. Looking forward to decent returns over the long term.
— Always GK (@GKONETI) March 8, 2024
I am the subscriber of @sandipsabharwal platinum plan services since 2018. Also added mid cap plan last year. I can say that I have seen market bottom and top in this period & his portfolio performance stands out during this journey and gives peace of mind during market turmoil.
— Narendra Prajapati (@narendra1979) March 8, 2024
I am subscriber for two of the sir consultancy since the launch of target mid cap and I can vouch that the performance is as per the performance posted on the site and is a good alternative to any PM'S or for that matter mutual fund schemes (1/2)
— Shashi Kumar Bagri (@shashibagri) March 8, 2024
Iโm glad I subscribed to target midcap plan. Stress free journey. Top 3 holdings have given 80%, 50%, 45% , bottom one being -6% returns in less than a year.. suitable for those who are serious about building wealth. Go for it guys..
— sharath (@sharath_321) March 8, 2024
All are good plans. If somebody wants to select only one plan. Target Midcap is ultimate.
— Raja Sreedhar Babu (@RajaSreedhar) March 8, 2024
Having been a subscriber of three of the above plans for the last three years, the returns have surpassed my expectations consistently with very minimal drawdown.
— Swaroop Kulkarni (@swopsk293) March 8, 2024
Hoping to continue this journey with Sandip sir for a long time...
The only subscription I take to have an unbiased view. Highly recommend.
— Ahankar Sharma (@AhankarS) March 8, 2024
Package from Mr Sabharwal offers sukh, shanti, and smridhi
— Mohit (@gmohit75) March 8, 2024
Five years of working with Sandips advisory services, I have reaped huge benefits. The research work is top class and highly recommended!
— Narayanan V (@skepticnaru) March 8, 2024
My Best decision was to enter long and short term plans from Sandip this year . Needless to say renewed it next year . Full recommendation for those who wish to make hassle free returns in the market.
— puneet nanda (@puneetn18034470) November 20, 2023
Best n authority stock picker in the industry, I strongly suggest retail investor to subscribe Sandip sir advisory to grow u r money without loosing peaceful sleep
— Pankaj Gujarathi (@PankajGujarath9) November 4, 2023
High quality research, low churn, truly worth investing. I feel safe to park my money in these portfolios. Take advantage !!!
— Manu Gupta (@ManuGup47936128) November 4, 2023
Must Buy products, personalised attention, great research, and most importantly , returns are much better with a long and established track record. I have subscribed to 2 plans, both are performing well.
— Saurabh Arora (@s_a_u_r_a_b_h_a) November 4, 2023
His plans are Saridon for Market Related Headaches.
Sandip Sir has impeccable stock picking across all his product offerings. His credentials make all the difference in this space. The platinum, winners n blue chip subscription returns beat the PMS returns of many players by a substantial margin + peace of mind.
— Abhay Kumar (@MotwaniAbhay) November 4, 2023
Invested in 3 plans so far i.e Target MidCap, Platinum multicap and power alpha. What stands out is that your investments are based upon a in depth market research by a person with rich experience in markets and this truly reflects in your portfolio performance.
— rohit sharma (@thatscoolster) November 4, 2023
One of my best decisions to get associated with him. One not only gets excellent returns but also learns through his regular detailed analysis and insights on market. Personally, I recommend everyone to avail his services. The fee is negligible when you see the absolute returns.
— Anshul Pandey (@anshulpa22) November 4, 2023
I have subscribed to all the plans and greatly benefited from them. We have an excellent guide and coach in Sandipji, all we require is patience and discipline, keep scoring singles and build your portfolio and rest assured that the opportunity to score
— Sandeep Sanghi (@Sanghi4tw26) November 4, 2023
sixes will come.
Sandip's stock picking has been impeccable. His reading of the markets and macro economics is spot on. Like his old school approach to investing. Glad to be associated with him.
— Nikhil (@Nik737800) November 4, 2023
I have kept adding more and more plans over time. Thank you @sandipsabharwal for the stellar recommendations and transparency of approach. It beats me why I delayed joining, despite following you for longer.
— ipstrader.IN (@IpstraderIN) November 6, 2023
One spend that you will never regret. Sir has helped to make superior returns with less risk by following contra approach to investing. Personally glad to have subscribed to platnium plan where he picked a 7 bagger for us. Go gor it!
— Vijay Bansal (@vijay_nov5) November 4, 2023
Started with Midcap, Blue chip and Unlock Gains a year ago. Transitioned to HNI after seeing the performance.
— Govind Wattal (@gwattal) November 10, 2023
We invested in 4 plans and the corpus has grown steadily and neatly, well above expectations, thanks to good stock picking and timing. There is cash allocation in multiple plans in anticipation of good entry points. In the past, cash has been exquisitely timed into stocks. (1/2)
— Shiv Sri (@shiv4shopping) November 4, 2023
Invested in the platinum plan .the plan is mix of high quality small caps and large caps providing stable and risk free returns. Thus assuring peace of mind.
— Vijay sharma (@Vijaysharmajjn) November 4, 2023
@sandipsabharwal Have been part of two plans... The stock pickings have been well researched and the returns phenomenal... The Diwali discounts have been icing on the cake allowing multi year renewal... Best Diwali gift I could have bought for myself... Happy Diwali ๐ช
— Devesh Shahi (@deveshshahi3) November 12, 2023
Target Midcap portfolio is rocking, Sandip..Thanks for your work!!
— Sathish (@sathishpgw) September 10, 2023
Target Midcap Portfolio has an excellent set of stocks, returns are fabulous. Investing in this plan for more than 3 years. Sandip Sir stock picking skills are too good. His research and knowledge on overall markets is simply the best. Happy subscriber..
— Satish Arakeri ๐ฎ๐ณ (@satishma470) September 14, 2023
Hi sir, your plan has provided the return beyond my expectations. Your research are awesome and always delivered even above your analysis and target price. Hats of to you and your team sir..
— arvind agrawal (@arvinda28528712) September 10, 2023
Thanks to Sandip sir for excellent outperformance for the last 3.5 years that our family has been a part of. While we started with one plan, now we are part of 3 plans and very happy!
— VijayMurali_FF (@ff_vijaymurali) September 10, 2023
Thanks to Sandip sir's subscription plans, my returns have exceeded expectations, and I believe these plans are a valuable asset for retail investors. My only regret is not subscribing to them sooner. (overall PF returns of ~28% in just 6 months) ๐
— nishant kashyap (@Nishant_Kashyap) September 10, 2023
The best financial decision I took so far is to subscribe to your Target Midcap and Platinum plans. Good returns and reassurance that what you are buying is backed by good research and analysis. ๐๐ผ
— rohit sharma (@thatscoolster) September 10, 2023
I have been a subscriber of your Target Midcap Portfolio since October last year and have got handsome returns so far. Sandip has been regularly giving updates on these stocks based on recent developments and company financials. Thanks Sandeep
— Srinivasan Govindara (@vgsrinivasan) September 10, 2023
One more month to complete one year association with sandip through target midcap plan .. Returns proves that it was a wise decision... ๐๐
— SUJITH (@sknextar) September 10, 2023
Great stock selection and limited churn is the hallmark of Sandipโs portfolio management. Been member of his plans for last 3 years and it has been an fulfilling journey.
— AMIT RAJ SINGH (@amitrajsingh100) June 10, 2023
When I started investment journey ,I felt MF is the best thing but then I found you and now I firmly believe ,I made the right decision by switching from Mf and opting for your services. Gain /profit making is one thing but the experience you bring on table is unmatched.
— mini (@minimaheshwari9) June 14, 2023
You were genius even during your SBI MF days sir,,,, your schemes would consistently outperform markets and other schemes.... Great knowledge, experience, wisdom conviction & courage.
— VM (@vraomantha) June 14, 2023
You were extremely bearish by 2nd half of 2021. I thought that you are eternally bearish guy. But when things unfolded, most predictions of urs came right. After 1year of watchin ur interviews, i jumped & subscribed to ur portfolio. ๐คฃ๐ Reaping benefits now.
— Gopinath Ravi (@gopinath15) June 22, 2023
And around 17k , you started to talk super bullish. I deployed more money in portfolio. Hence my irr in target midcap portfolio is higher than the cagr. I ve used the opportunity. Your views helped a lot. 5% more than the cagr.
— Gopinath Ravi (@gopinath15) June 22, 2023
@sandipsabharwal Hi Sir, Started with you in November and your recommendations are doing very well. Wish I had started with you much earlier.
— Govind Wattal (@gwattal) June 22, 2023
If we consider the amount of wealth created from all your stock ideas across plans, the subscription fee for https://t.co/ianrAHMonZ is worth every penny. Wish I had subscribed earlier, but glad I did in 2023. Thank you!
— nishant kashyap (@Nishant_Kashyap) July 6, 2023
If we consider the amount of wealth created from all your stock ideas across plans, the subscription fee for https://t.co/ianrAHMonZ is worth every penny. Wish I had subscribed earlier, but glad I did in 2023. Thank you!
— nishant kashyap (@Nishant_Kashyap) July 6, 2023
Very consistent and market-beating returns, along with regular interactive updates. Thanks and Keep it up!!
— Amit Dave (@AmitDave1879718) July 7, 2023
@sandipsabharwal , Amazing midcap and small cap portfolio made by you. Very safe and steady portfolio. Wish u more subscribers. It has been a wonderful year following your guidance. More people should benefit from your expertise.
— Bhadra (@Bhadra76940349) July 7, 2023
@sandipsabharwal Excellent stock picking skills Sandip.Glad i made the right decision in subscribing to your long and short term plans.Cheers
— puneet nanda (@puneetn18034470) July 7, 2023
Superb outstanding call on tata motors and so many others. Very happy to have subscribed to 5 plans. The fees are negligible compared to the excellent stock selection.
— Sandeep Sanghi (@Sanghi4tw26) July 7, 2023
I've been investing for decades. But the last 12 mths that I have been a part of @sandipsabharwal's HNI plan has been my best year in terms of returns-by a mile. His timing: Outstanding. His stock picks : Simply unmatchable. I strongly recommend this plan. Thank you, Sandip-ji!
— Sanjay Manohar (@SanjayManohar) July 19, 2023
Excellent combination of large and small caps. One portfolio you need to just invest and forget for great long term returns. Amazing comeback in the last few months from both large and small caps of the portfolio.
— Partha (@PEmailalerts) July 19, 2023
@sandipsabharwal Thanks a million for ur valuable guidance .. For the first time in my life we are seeing decent profits out of stock market investments.. ๐๐ป๐๐ป๐๐ป
— INDIA FIRST (@chirag_jhgandhi) July 19, 2023
@sandipsabharwal Glad I have subscribe your platinum plan and enjoying meaningful and fruitful returns, otherwise sab kuch sahi tha with sub par returns....
— Tushar Mundada (@MundadaTushar) July 19, 2023
Thanks Sandip for your advisory services. After subscribing to your service, I am able to sit & relax without having to scrape through dozens of stock ideas and see gains. My only regret is that I didn't know you much before than this year.
— Krishna (@krisgudavalli) August 10, 2023
Sandip Sir - Appreciate Your Acumen for Precision Calls & Perfect Timing. Happy to have subscribed to one of your plans.
— Abhay Kumar (@MotwaniAbhay) August 10, 2023
This is performing far above the midcap index performance. A must have subscription if anyone want to earn good profit consistently. I am very much satisfied with it.
— arvind agrawal (@arvinda28528712) August 10, 2023
As an existing subscriber, can say go get it , itโs worth much more than fee . INDEPENDENCE DAY Discount an icing on cake .
— sharad (@sharadmathur1) August 14, 2023
FAQ'S
How is the monthly performance calculated?
We multiply the weightage of the stock in the portfolio at the beginning of the month by the percentage price movement of that stock during the month. This is done for all stocks and the overall percentages are added to get the overall portfolio performance. Annual performance is a multiplication of monthly returns.
I want to add money every month, what allocation should I follow
Every month end we send latest allocations. Please follow that for all additional buys
The allocations reported monthly are different from what was given at the time when my plan started
This is important to understand. The monthly allocations are based on current market prices. So even if we do not make any change during the month due to the fact that all stocks do not move the same during the month allocations will change. This is because the portfolio is market price-weighted and not at cost. For example, if it was a two-stock portfolio that starts at 50% into each stock and one moves up 10% during a month and the other moves 10% down the allocations at the end of the month will be 60:40 instead of 50:50. You do not need to be bothered about it as your portfolio also changes the same way automatically
A particular stock is not performing, should we sell it?
The reason we build a portfolio is that risks get diversified. All stocks do not move up and down at the same time. At some times some stocks perform and at other times others perform. We sell a company if our thesis of investment has gone wrong or valuations have become excessive
Which stock from the portfolio should I buy now?
We do not give individual stock recommendations in portfolio plans. You need to buy the entire portfolio in the recommended percentage allocations. This is very important otherwise your performance and our reported performance will vary. Buying some stocks and not the others is not advisable
This is a Research and Investment Advisory website run by SANDIP SABHARWAL registered under SEBI Investment Advisor Registration No INA000000425, Research Analyst Registration No INH000008109. Please read the TERMS AND CONDITIONS properly before availing of our services.
Registration granted by SEBI, membership of BASL (in case of IAs), and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors
โInvestment in securities market are subject to market risks. Read all the related documents carefully before investing.โ