SANDIP SABHARWAL
Stocks,shares, finance, money, profit and the economy
info@asksandipsabharwal.com
OR 7303163931
The current quarter was an excellent one for us across products. Our ModelPortfolio, Trading Products as well as the new product Target Bluechip Portfolio performed exceptionally well. Thisended a good year for us overall where theNIFTYmoved up by 3% but the broader markets collapsed and were down substantially. 2019 is likely to be much better as the Macro outlook is strong, valuations reasonable and there is greater pessimism which is good for positive returns.
TARGET BLUECHIP PORTFOLIO
The portfolio has stared off very well with a 12.3% return in just a few weeks which is double of the NIFTY returns. This product will only invest in Bluechip stocks with a starting allocation of 11% to each stock. The intention is to keep churn low, however we will use all opportunities to improve returns. This is an exceptional low risk product.
POSITIONAL TRADING CALLS
This was our best performing product this year when Long Term Investments were challenged. The product delivered profits of Rs 1400000 on 2 Lots trading during the full year 2018. There was only one negative month and 11 positive months for the product. Theperformance is exceptional given that such a high success rate in trading is normally very tough. It is priced also very competitively at Rs 36000 plus GST so that more clients are able to afford it.
ONLY FOR TRADERS
Only for Traders also did very well during 2018. The markets were challenging with frequent gyrations which sometimes impacts short term trading. However this product delivered a profit of Rs 670000 on 2 Lots trading during the full year. There were 9 positive and 3 negative months. This product has done well over periods of time and we hope to keep up the good work.
MODEL PORTFOLIO PERFORMANCE
Overallfor the full year 2018 the MODEL PORTFOLIO was down by 8.9%. We could have done better if we had gonemore into cash when I became negative on the marketsduring January 2018. However we decided to remain with strongly performing companies which impacted short term performance. The Portfoliocame back strongly in the last quarter with a return of 7.2% as against a negative return from the markets. Overall since inception the portfolio is up 250% plus and has beaten most Mutual Funds and PMS products by a wide margin
LONG TERM CALLS
Many long term calls saw recovery this month. This is likely to gain steam going forward. Since are calls are research focussed and we avoid speculative stocks we are very well placed here. Many of the calls are still available at cheap valuations and new clients can take advantage of thesame.
POWER ALPHA STOCKS
Power Alpha Stocks had a good comeback inthe last quarter with some good profit bookings. We could generate less calls than previous years as markets did not show any trend and there were too
many ups and downs and many negative months for the markets. However the overall performance was satisfactory. We hope to do much better in 2019 with more frequent profit bookings
For more details write to us at info@asksandipsabharwal.com . You can also call us up at 7303163931/022-66666931 or visit www.asksandipsabharwal.com
Starting from – Rs 300000 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.
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
Target Bluechip Portfolio- A focussed BLUECHIP STOCKS portfolio that will invest in 9 identified large cap blue chip stocks.Rs 22000 plus GST
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. 21000 plus GSTMINIMUM 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. 48000 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 46000 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 70000 plus GST.
For more details click the MEMBERSHIP TAB
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 20000, Annual – Rs 31000 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 18000, Semi-Annual Rs 28000, Annual Rs 42000 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:Semi-Annual Rs 24000, ANNUAL- Rs 36000 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
For more details click the MEMBERSHIP TAB on the top of the page
