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The month of February was of two halves where initially the markets rallied sharply post budget and then over the last few days we saw the markets give some correction. Several global developments are at play especially the sharp upmove in bond yields which can reprice risky assets rapidly. We need to watch out this space. Commodities rallied sharply with crude prices now up 90% over the last 5 months, Copper, Steel, Aluminum etc at multiyear highs. An inflationary impulse of a sharp magnitude at the start of a recovery cycle is not good and needs to be watched carefully. Markets still ended up nearly 6.5% with Midcaps outperforming.

The results season has been quite strong with companies doing well led by strong revival in growth as well as cost cutting. Low interest rates have also boosted profits for many companies. The laggard Capital Goods and Infrastructure companies saw substantial order flows this quarter which bodes well for the future. Input costs have moved up sharply and could contribute to inflationary pickup as well as a squeeze in margins of some high flying sectors going forward. Overall in the near term downside risk still exists with significant potential in specific stocks and sectors.

Now coming to the product performances. This was another good month for us across the products be it short term investing and long term investing, trading returns were positive but subdued as we were cautious in taking aggressive positions.


This was another good month for the plan with three profit bookings of Rs 61000 which added up to sustainable profit bookings over the last several months. Now we have made continuous profits in every month over the last many months even after being cautious in keeping too many open calls with overall profits crossing around Rs 430000 for 2020. Overall opportunities will be good for this product even in the future and we will see to capture them. Current year profits are already at Rs 90000. At peak capital the ROI was 56% and at Average Capital 72% in 2020


This was a good month for the portfolio with returns of 5.26% % while the Nifty rose by 6.52%. The performance was despite significant cash positions. Since inception returns are nearly 87% from the time the portfolio started off more than two years back a substantial outperformance. We hope to continue to do well going forward to. Companies in the portfolio are doing well and we are avoiding high ownership and momentum sectors. This is an ideal portfolio for low-risk investors. We have used the momentum of the markets to book profits and generate some cash which will be redeployed appropriately. The outperformance over the last two years has been more than 100%.


The current month was a decent month for us with a gain of 10.47%. Overall, the portfolio has given 44% returns for 2020 which is exceptional. Since inception returns from end of 2019 are now 62% much above the indices. Some of our recovery plays gave up gains as renewed lockdowns worldwide impacted the stocks however this performance is despite that. This portfolio has huge potential with some stocks having the potential to be multibaggers over the next few years. This portfolio is all about a journey which will do good over 2-3 years. Average valuations of our portfolio is half the midcap index and that of most momentum midcap mutual funds and PMSes. This is an ideal portfolio for long term investors who are willing to take the risk of short term underperformance. We have cash to deploy on corrections.


The Multicap Platinum plan our oldest Long Term Portfolio plan did exceptionally well during the month with returns nearing 12%. Since inception returns are now nearly 341% with a CAGR of returns of over 23%. The portfolio has a good mix of largecaps and smaller midcaps which have good potential over the long run. The portfolio performance should pick up going forward. We used sharp upmoves in many stocks to book profits to redeploy later. This portfolio is a mix of Large Caps and Small Caps.


It was an average month for the trading products after some strong months. In ONLY FOR TRADERS two lot profits were Rs 16000 with number of calls being lower than average. POSITIONAL TRADING saw only two calls with around Rs 15000 of profits. As markets adjust we should be back to stronger performance. Long Term Track record of both trading plans continues to be strong. The trading plans have been doing well across market ups and downs and we have avoided blind long trading.


Small and smaller sized midcaps started to outperform and this helped many of the holdings rally. We booked profits in many of the recommendations. We generated many ideas over the last few months, some of which rallied, and some are still to perform in 2021. Many of the recommended stocks do have deep value however many PMS fund managers and other investors burnt by small cap investing might not come back fast. We need to adapt accordingly. However, given high operating leverage small caps will do well in 2021/22

For more details write to us at . You can also call us up at 7303163931/022-66666931 or visit


Minimum capital requirement Rs 2 Crores. Fees are based on percentage of Total Assets under advisory with a minimum fee requirement of Rs 420000 plus GST

HNI Services under the Investment Advisory segment are specifically designed for clients who desire to have a 360 degree coverage of their entire investment basket. Clients will 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 focussed on the Long Term the investment portfolio is different and for those who want a combination of strategies it is different. We have clients with different requirements and all are dealt with separately. Some key aspects are as follows.

The Wealth Management customized offering is something that I do for HNI Clients. These services are customized to the needs to the client and some of the key features include asset allocation and subsequently different strategies in the equity markets as per the equity market allocation

  1. 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

  2. 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. HNI clients interact bypass the office to be in touch with me. This is not available in the other packages.

  3. HNI clients can ask for clarifications on any stocks and assets across the investment horizon. This helps in eliminating investment mistakes.

  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.

    a. Besides this the HNI clients will continue to get all the Long Term Calls as well as the standardized MODEL PORTFOLIOs under our Research Analyst services.

    b. These MODEL PORTFOLIO’s have allocations to individual stocks along with regular updates

    c. LONG TERM Investment calls from the small cap universe

  5. Specific long term allocations with percentage allocations will be specifically provided to HNI Clients

  6. Swing Trading Ideas. Short Term Cash calls with holding horizon of 30-90 days and return target of 5-15% will 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 months and years.

  7. Trading Calls from the Futures and Options universe whenever conviction is high will be given to you. Here the typical holding horizon is from a few days to couple of weeks In case you are uncomfortable with trading in futures we can remove this service for you. 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. Moreover these are very time specific. Ideally for your kind of profile you might not want to take these particular calls

  8. All your other financial investments i.e. Mutual Funds, FD’S, PMS Products etc will be reviewed by me and recommendations on the same will be given to you. 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 clients portfolio is tracked by me directly and individually depending on the need 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


Those interested in HNI Services or COMBO PLANS can write to us at 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 24000 plus GST

TARGET MIDCAP PORTFOLIO- A focussed MIDCAP STOCKS portfolio which will invest in 9 identified High Quality Midcap Stocks.

Rs 25000 plus GST

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.

Rs 23000 plus GST

PLATINUM PLAN- Model Portfolio based advise along with potential high growth stock recommendations A Multicap portfolio with a mix of Large and Mid Caps.

Rs 27000 + GST


POWER ALPHA - 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.

Semi Annual Rs 26000+ GST, Annual Rs 39000+ GST

For more details click the MEMBERSHIP TAB

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ONLY FOR TRADERS -Stock Advisory Package which has been designed only for traders in the stock markets. An active plan . 2 Calls per week with average holding period of 1-10 days

Quarterly Rs 21000+ GST, Semi-Annual Rs 33000+ GST, Annual Rs 48000+ GST

POSITIONAL TRADING CALLS This is a POSITIONAL TRADING product with calls given in the Futures & Options segment. A low involvement product for all stock market participants. 2-3 Calls per month with average holding period of 1-4 weeks

Semi-Annual Rs 36000 + GST, ANNUAL- Rs 54000 + GST

For more details click the MEMBERSHIP TAB on the top of the page
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Investment Advisor Registration No INA000000425  Research Analyst Registration No INH000008109