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LATEST UPDATE
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info@asksandipsabharwal.com
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MONTHLY PERFORMANCE UPDATE

The month of January was a volatile one for the Indian Markets while most global markets did very well. It was good for our products in general with ourperformance across most product categories. I will write more on the general outlook after the Budget.

LONG TERM INVESTMENT PRODUCTS

TARGET MIDCAP PORTFOLIO

Our flagship Midcap product which invests in 9 selected Midcap companies has done exceptionally since inception. The portfolio held up well during January where we saw extreme volatility and severe sell off in many Midcaps while some performed. The portfolio was down 1.58% while the Midcap Index declined by 2.6% and Nifty by 2.47%. We did not make any change during the month. Last year we outperformed all the Midcap Mutual Fund schemes where the average return of the category was just 2% with the best plan being near 11%. The Midcap Index was up 3.5% during the year. Our value with growth approach has worked well and we are geared towards benefiting from a positive investment and consumption cycle. l. The CAGR returns since inception to around 48%. This is an ideal product for long term wealth generation.

PLATINUM PLAN

Our low volatility steady return Bluechip Portfolio had an excellent month and was up 2.45% the month. We had been holding substantial cash for some time which we largely deployed this month. We target this portfolio as an absolute return one which is tough. The portfolio is up 163% since inception a huge outperformance over the Nifty return of 72%. The targeted outperformance over the Nifty of 5% was achieved during the last few years. This is an ideal low risk portfolio for conservative investors.

WINNERS PLAN

Our small cap Winners Plan did well during 2022 given the extreme volatility in the small cap segment. We have 13 recommendations running in the plan at this stage. The average return of open and closed recommendations during 2022 was 14% which is very strong given that the Nifty 100 Smallcap Index was down 14% and the 250 Index was down 4% during the year. Returns for new clients was better as we helped in the timing of entries into open positions. There is strong value in most of the open recommendations and should do well going forward. As we book profits in some open recommendations we should be able to give new recommendations going forward. Smallcaps will always have volatility but can generate strong returns over the long term. Historically this product has been able to generate several multibaggers and we hope that we can do the same going forward.

UNLOCK GAINS PORTFOLIO

The unlock gains portfolio saw many of the stocks moderate during the month. Nevertheless this 9 stock portfolio has potential and we hope to improve gains going forward. The focus remains on stocks from the reopening theme including hospitality, restaurants, aviation,entertainment etc. This is a fixed term plan of two years in which we expect that the full potential of the stocks of the portfolio will be realized.

SHORT TERM INVESTMENT PLAN

POWER ALPHA STOCKS

The month of January saw one profit booking in the plan and due to the steady decline in the markets we could not get profits in the current open positions. As broader markets steady and perform we should do as well as the last few years.

Power Alpha Stocks our flagship short term investment plan had an exceptional 2022. After the last two years where we generated nearly 70% return on average capital deployed in each of the years 2020 and 2021 this was a tougher year. I was negative during the initial months of the year and we avoided giving new calls and in the interest of investors of the plan we also extended the subscription of clients by upto 2 months as we did not want to generate calls to fill up the numbers when our view was negative. Given global concerns and volatility for most of the year we kept 2-4 open recommendations and in general did not go upto 5 open recommendations. 29 recommendations were closed last year with profit booking in 26, small loss in 2 and relatively bigger loss in one. Assuming a 2 lakh investment per recommendation the profits in 2020 were Rs 420000, in 2021 Rs 400000 and this year Rs 278000. The ROI on average capital deployed of Rs 6 lakhs was over 45% for 2022 which is huge given the context of the markets this year, even on Rs 8 Lakhs the returns are over 35%. This is an ideal product for deploying idle funds to generate ALPHA.

The beauty of this product is that if you keep your capital constant then in general over the last many years the entire capital has become free in 3-4 years. January call closing was as below

TRADING PRODUCTS

ONLY FOR TRADERS

Only for Traders our short term trading product had another strong month following a strong December. The profits on one lot basis was Rs 51500 and Rs 103000 for those trading two lots per recommendation. This is very strong performance in a very tough month. In an ideal situation we could have 8 positive and 4 negative return months. We will look towards lesser volatility in monthly returns going forward.

POSITIONAL TRADING CALLS

Positional Trading Calls our longer term trading product had relatively less activity with one profit and one loss booking. Overall loss was Rs 13500 on one lot trading basis and Rs 27000 on two lots. Good part about trading products is that a couple of good months can take care of few months of underperformance and sub par returns as we saw with only for traders in December and January. In a trading product we will always have 4-5 good months, 4-5 average months and 2-3 poor months every year. The challenge is to keep the poor months with less losses than the profits of the good months. In the year 2023 our attempt will be to cut down the volatility in performance of both the trading products.

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 2.5 Crores. Fees are based on percentage of Total Assets under advisory with a minimum fee requirement of Rs 720000 plus GST.

Fees for clients with portfolio sizes above Rs 10 Crores will have a minimum fees of 1% of the portfolio size.

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 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 focussed 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 to 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

  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. There is no restriction in the level of interactions in this plan. 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. Or else we can maintain a Google Sheet which can just be updated

    a. Besides this the HNI clients will can also 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. For this we continuously scan for opportunities to recommend at the right time.

  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 can 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. We focus on risk adjusted returns and try to prevent deep drawdowns.

 

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

Call us on +91-22-66666931, 7303163931

INVESTMENT ADVISORY PLANS

LONG TERM PLANS

TARGET BLUECHIP PORTFOLIO - A focussed BLUECHIP STOCKS portfolio that will invest in 9 identified large cap blue chip stocks.

Rs 29000 plus GST


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

Rs 33000 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 34000 + 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 24000+ GST, Semi-Annual Rs 39000+ GST, Annual Rs 55000+ 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

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 28000 plus 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 32000+ GST, Annual Rs 47000+ 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