Different clients have different needs For clients only focused 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 of 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

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

The fees for the clients in the range of 1.25% to 2.5% of the AUM will be based on the effort requirement. For example for someone who is only focussed on the Long Term it will be typically at the lower end and for someone who is more on the momentum and trading strategies it will be more on the upper end.

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. This is not available in the Research Analyst Services packages.

HNI clients can ask for clarifications on any stocks and assets across the investment horizon. This helps in eliminating investment mistakes.

The portfolio is individually monitored and the client only has the responsibility of maintaining a Google Sheet which can just be updated and can be monitored real time by me.

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 so that timing adds to returns

Swing Trading Ideas. Short Term Cash calls with a holding horizon of 30-90 days and a return target of 5-15% can 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 years.

Trading Calls from the Futures and Options universe whenever conviction is high can be given to you. Here the typical holding horizon is from a few days to a couple of weeks. Clients doing Futures and Options also will typically have a higher fee. 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.

All your other financial investments i.e. Mutual Funds, FDs, PMS Products, etc can be reviewed by me and recommendations on the same will be given to you if they are covered in the agreement. 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 client portfolio is tracked by me directly and individually depending on the needs 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.