SANDIP SABHARWAL

LATEST UPDATE

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This was a good month for us on an overall basis except for a couple of products where the markets were not supportive as per the nature of the product especially POWER ALPHA STOCKS., Long Term Holdings held up very well. June end is normally the period where we revise product prices higher. As always I am intimating existing clients in advance so that anyone who wants to lock in lower rates (which many old clients have already done) for periods from 1-5 years can do so before the 30TH of June.
I will have to accept that the headline indices surprised me with their resilience which was largely due to a very few stocks holding up the markets. Stocks like HDFC Bank, Kotak Bank, Indusind Bank, HUL, TCS etc held the markets up while the broader markets saw a good correction with a 8% fall during the month. Nifty was flat for the month

MODEL PORTFOLIO UPDATE

The MODEL PORTFOLIO underperformed during the month as many mid caps corrected. We however do not hold any controversial Mid Caps where many PMS investors have got trapped over the last few weeks. The longer term performance of the portfolio continues to be very strong with good performance from portfolio holdings. The portfolio has now delivered 270% since inception as against 70% for the Nifty.

LONG TERM INVESTMENT CALLS

This was a good month for our recommendations as most companies reported strong results. A few result updates are pending which I will be working on over the next few days. We could book out profits in one of the current year recommendations Ahluwalia Contracts at a profit of 42% in just a few months and generated one new call. Given the state of the broader markets believe we might be able to recommend couple of more stocks over the next few weeks.

ONLY FOR TRADERS

This was an exceptional month for ONLY FOR TRADERS where on a 1 Lot basis profits were Rs 68000 and on a 2 Lot basis Rs 136000. The month of April was suboptimal for us but this was more than made up this month. I hope that will a good June we can end with another good quarter. The product has an exceptional track record on a long term basis.

POSITIONAL TRADING CALLS

Positional Trading Calls continue to do exceptionally well with three profit bookings this month. Profit booking for the month on a 1 lot basis was around Rs 60000 and Rs 120000 on a 2 Lot basis. Since 1st of JANUARY this product has made Rs 329000 profit on one lot basis with a very high success rate. We hope to continue to do well. The product is for just Rs 20000 plus GST= Rs 23600 till the 30TH of June.

POWER ALPHA STOCKS

The markets were not conducive for calls of this product. We booked one profit and exited one call near cost. We have tried to stay away from volatile sectors in the recommendations in POWER ALPHA but with the broader market underperformance we have also not been able to exit profitably.
Happy Investing and do let me know if anyone has any queries. Once again a reminder that prices move up across products from the 30th of June.

HNI SERVICES & COMBO PLANS

HNI SERVICES – Rs 270000 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.

COMBO PLANS

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

STOCK ADVISORY LONG TERM PLANS

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. 18000 plus GST
MINIMUM 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. 27000 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 36,000 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 60,000 plus GST.

For more details click the MEMBERSHIP TAB

STOCK ADVISORY
SHORT TERM PLANS

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 21,000, Annual – Rs 33,000 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 15000, Semi-Annual Rs 24000, Annual Rs 39000 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: ANNUAL- Rs 18000 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