Stocks,shares, finance, money, profit and the economy
LATEST UPDATE
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info@asksandipsabharwal.com
OR WhatsApp on 7303163931

The year of 2019 was an exceptional year for us for three of our products and moderate for the other three. However overall it was an extremely satisfying year in the midst of market turmoil. The returns of products that did well i.e. the trading products and our Bluechip portfolio were exceptional.

In the near term global markets seem to be in a Euphoric cycle and we should see some consolidation and correct. If markets keep on rising in a straight line then chances of a bigger correction at some stage increase. A few hundred points correction and consolidation will be a good setup for the next upswing. This year the views are balanced and a more detailed view is in my blog article Read More.

TRADING PLANS PERFORMANCE UPDATE

This year was an exceptional year for our TRADING PRODUCTS. The Positional Trading Calls product delivered a total profit of Rs 8.2 Lakhs on two lots and Only for Traders Rs 4.7 Lakhs on two lots trading. This is a spectacular performance in the context of the markets we saw in 2019. This implies a Return on Capital of over 100% for POSITIONAL TRADING and 60% plus for ONLY FOR TRADERS. As such the strong long term performance of both the products has been maintained. Such exceptional performance is difficult to sustain. However we will try our best to do well in the future.

TARGET BLUECHIP PORTFOLIO UPDATE

The strong performance of Target Bluechip Portfolio continued throughout the year. The portfolio is now up 48.46% since inception, while the NIFTY is up just 18%. The recent changes made have worked well for us. Active management even of a Bluechip Portfolio can work very well is reflected by this product. This is an ideal portfolio for low risk investors. 2-3 changes made by us during the year have done very well. We have outperformed all PMS AND MF Products in this plan by a huge margin.

POWER ALPHA STOCKS

The current year was somewhat tough for this plan given the way the markets behaved where the broader markets did not sustained and kept on losing ground except for a few months. We could generate lesser no of calls in this plan this year, however overall the performance was satisfactory but not similar to previous years. Broader markets are stabilizing and recovering and this is normally very good for this product.

PLATINUM PLAN PERFORMANCE UPDATE

The PLATINUM PLAN MODEL portfolio was flat for the year and essentially we made no money. Since the portfolio has a decent mix of midcaps which kept on losing ground it was tough. The good part is that the companies in the portfolio continue to do well and valuations will eventually reflect that. Overall we are well positioned for 2020 with a mix of growth and value stocks. The portfolio is up over 250% since inception despite the carnage seen in Midcaps over the last couple of years.

WINNERS PLAN UPDATE

Many of the recommended Small and Midcaps have started to see traction with decent gains. An update to all clients on all stocks was sent just last week for this plan and as such I will not go into much of details. Nearly 8-9 stocks are still good to buy in this product and provide good entry points for new investors. The next year should be good for the broader markets and reflect in the performance of recommendations of this plan.

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

HNI AND
COMBO PLANS
COMBO PLANS


Pricing of COMBO PLANS depends on the number of services being taken. Discounts range from 15-20%.
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

Any client can subscribe to two or more Annual Plans and get a COMBO PLAN discount. The discounts are as follows

  1. Two Plans – Discount of 15%
  2. Three or more plans – Discount of 20%


HNI SERVICES

Starting from – Rs 360000 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 18-20 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.
  • HNI Clients desiring to do Trading will also added to the Futures and Options trading services

 

Those interested in HNI Services or COMBO PLANS can write to us at info@asksandipsabharwal.com or

Call us on +91-22-66666931, 7303163931

STOCK ADVISORY INVESTMENT PLANS

LONG TERM PLANS

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

SHORT TERM PLAN

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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