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LATEST UPDATE MAY 2021

The current month was another strong month for the markets with both the large cap and mid cap indices rising by 5-6%. The rise of the markets continued despite outflows from foreign investors and muted buying from domestic institutions. The retail participation in the markets has continued to grow which is also reflected in the performance of the broader markets where small caps have started outperforming. Indian markets infact outperformed most emerging markets as well as developed market equities as the Dow Jones Index rose by 2% and the Nasdaq was infact down for the month.

The other big event of the month was a big sell off in Cyptocurrencies with falls from the top ranging between 50-80%. The real challenge for these will come when the US Fed actually indicates that it is concerned about inflation and rates start moving up. Gold on the other hand started an upmove this month which I think should go significantly higher over the next 2-3 years.

As I write the markets are trading at all time highs and valuations are around 20% higher than historical valuations. The results season has been good, however that’s the dichotomy that investors are facing today. Good results driven by a low base of last year as well as an almost complete normalcy in the previous quarter followed by a severe economic shutdown and very high input cost inflation.

The markets right now are on a huge momentum, however looking at the valuations and growth paradigm it is tough to see how the overall markets can give a very high return on a sustainable basis from here on. In this situation we need to look for specific opportunities of companies that have something going for them which will always exist in the stock markets unless we are in a severe bear market where everything falls.

In conclusion I will still be cautious on the markets in the near term.

PRODUCT PERFORMANCES

This was an exceptional month for us in terms of our product performances where we did very well across the board. Our long term products built on their performances, Power Alpha Stocks saw strong profit bookings and Only for Traders saw its huge winning run continue. Our small cap Winners Plan has see huge multibagger returns across a number of our recommendations.

ONLY FOR TRADERS

Only For Traders continued its exceptional performance for this year. Profits on a 2 lot basis are now running at Rs 450000 which is huge in the current market conditions. Yes we might be less exciting where we avoid high volatility stocks but we are delivering returns with low downside protection. The product had an over Rs 100000 profit this month. In the last 7 months there have now been 5 one lakh plus profit months. We will get 3-5 very good months in a year 3-5 average months and 3-5 not very good months. The ROI of this product is running very high at this point of time

POWER ALPHA STOCKS

Power Alpha Stocks had another good month where we could do 4 profit bookings of a total of Rs 49000. The good thing about this product is that the money comes back after profit booking and after times of strong profit booking and at elevated market levels we have the cash to redeploy. Overall opportunities will be good for this product as market volatility plays out and gives us opportunities to take more aggressive positions. The high ROI of this product continues. However overall profits were around Rs 430000 for 2020. Overall opportunities will be good for this product even in the future and we will see to capture them. At peak capital the ROI was 56% and at Average capital 72% in 2020.

TARGET BLUECHIP PORTFOLIO

The Target Bluechip Portfolio had a good month with absolute returns of 4% We continue to maintain a good cash buffer which will hold us in good stead over the next two months if things move as I expect them to. Since inception returns are nearly 90% from the time the portfolio started off more than two years back a substantial outperformance. 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%.

TARGET MIDCAP PORTFOLIO

Target Midcap had an excellent month with returns of 16% for the month with the Midcap Index moving just 6%. Stock selection is working well. The returns for this year since beginning have now reached 30% and we have outperformed all competing products. Overall, the portfolio gave 44% returns for 2020 which is exceptional. Since inception returns from end of 2019 are now 88% much above the indices. 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.

PLATINUM PLAN

The Platinum Plan is our oldest Long Term Portfolio plan and did exceptionally well during the month with returns of around 12% . The YTD returns are now 30% and since inception returns are 390% with a CAGR of returns of over 25%. 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. This is an ideal medium risk portfolio.

WINNERS PLAN

Small and smaller sized midcaps started to outperform and this helped many of the holdings rally. Many of our recommendations have become multibaggers and we have booked profits in some of them. 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

POSITIONAL TRADING CALLS

This is the only product of ours which has seen some challenges with good months getting juxtaposed by months where we have got stuck in some positions thus reducing overall profitability. This month was a loss making month for us which undid the good work of the previous months. Overall it has not been satisfactory in the near term. The overall loss in two trades was nearly Rs 100000. We hope to come back strongly and match up the performance of the other products going forward.

Plan charges are moving up from the 1st of July BY 15%

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

INVESTMENT ADVISORY SERVICES
HNI SERVICES


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 info@asksandipsabharwal.com or

Call us on +91-22-66666931, 7303163931

EQUITY RESEARCH 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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Investment Advisor Registration No INA000000425  Research Analyst Registration No INH000008109