Stocks,shares, finance, money, profit and the economy
LATEST UPDATE
You Can Contact Us on

info@asksandipsabharwal.com
OR WhatsApp on 7303163931

November was a good month for us across our products with good profit generation.

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. Usually Decembers are good months for markets and deep corrections are rarely seen. A few hundred points correction and consolidation will be a good setup for the next upswing.

TRADING PLANS PERFORMANCE UPDATE

This was a mixed month for the trading plans with an exceptional month for ONLY FOR TRADERS and an average month for POSITIONAL TRADING. Only For Traders made Rs 169000 on two lots and in Positional Trading we lost Rs 40000. We were cautious during this month as the Euphoric upswing has been something that we were uncomfortable with. Over the last three months Positional Trading has made Rs 490000 and Only For Traders Rs 220000. Trading is never a monthly income product. There will be up and down months. The key is that the up months should be better than the down months and that is what we seek to do. After the volatile period around the budget we have done exceptionally well with the RETURN ON INVESTMENT being huge in our trading products Vs any competing product. We hope to sustain performance going forward.

POWER ALPHA STOCKS

We could do 3 profit bookings in this plan. We have been cautious in the is product as we have found it difficult to identify low risk ideas that can give 10-15%. As a short term change in strategy we will be targeting 5-10% returns in the near term as opportunities present themselves till we see a bigger move on the upside. Broader markets are stabilizing and recovering and this is normally very good for this product.

PLATINUM PLAN PERFORMANCE UPDATE

The PLATINUM PLAN MODEL portfolio did well during the month. Many midcaps did well like Overall it was a mixed month but we managed to outperform by a small margins with the portfolio rising by 1.3%. 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.

TARGET BLUECHIP PORTFOLIO UPDATE

The strong performance of Target Bluechip Portfolio continues. The portfolio is now up 43.56% since inception. 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.

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

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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