Yes all the advisory packages in both stock and mutual fund advisory are only annual. We do not provide packages lower than for one year as we believe that is the minimum time required to establish performance.
A majority of the stock advised under Long Term Investments are from the Mid Cap universe. There might occasionally be some stocks that are Large Caps. The aim it to try and recommend stocks that provide returns materially higher than the markets in the long run
Entry and the potential target price is indicated to clients at the time a Long Term Investment call is initiated. There is a brief logic given along with the investment call and the expected duration of the call.
We do not recommend any quantity for purchase. However since we are likely to give around 10 investment calls in one year we normally recommend clients to invest around 10% of their total corpus in each of the investment call
The Model Portfolio is designed in a manner where there is a portfolio of 20-25 stocks comprising both large cap and mid cap stocks that is provided to clients. Each stock comes with the percentage allocation recommended per share. The cash holding in the portfolio is also recommended to clients. The portfolio does not undergo frequent changes, however changes are made in accordance with our view on the markets. Cash holding is also recommended depending on our market view.
We do not provide any targeted returns. Our aim over a long period of time is to outperform the markets by 5-10% per annum. In the Indian context it has been observed that a 8% outperformance is required to become one of the best performing mutual funds.
There is no minimum amount required to subscribe to our services as we do not manage the money and this has to be invested by you yourself.
Trading calls are sent via text messages and Whatsapp. The target price, stop loss and profit booking levels all are indicated at the time of the call. Any changes or actions are also recommended subsequently
An average of 8-10 trading calls are given every quarter. However in some quarters there might not be as many trading opportunities. These calls will be adjusted over the year and over a period of 12 months an average of 32-40 calls will be given.
We give only positional trading calls. There are no intra day or BTST calls provided. Normal holding period is between 7-21 days with targeted returns of 5-15% and strict stop losses.
Most trading calls are from stocks that are in the Futures and Options segment. However at sometimes there might be calls from outside this segment.
Yes Option calls are also given at some points of time. However these are simple strategies, at most times buys on Puts and Calls to play our view on the markets with limited risk.
A maximum of 3 trading calls might be open at any given point of time. At most points of time they are limited to 2 open calls.
We normally advise a 50:50 distribution of the investment corpus between the two. Some Long Term Calls might also be in the Model Portfolio.
You can pay for the subscription directly through the website or by transferring funds into our bank account which is provided on the website.
You can write to info@asksandipsabharwal for any queries or call us on +917303163931 or +91-22-30828575
After your payment you will get a confirmation email which will contain details of your subscription and the start date. Your subscription will end 365 days from the day it is started.
You can write to us at email@example.com for any changes required in terms of your email, address, phone No etc.
Yes personalized advisory is possible. For details and charges please write to us at firstname.lastname@example.org