FREQUENTLY ASKED QUESTIONS


1. Are the advisory packages only annual?

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.

2. What kind of stocks are advised as "Long Term Investment s"?

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

3. Are both entry and exit prices indicated to clients?

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.

4. How much of each investment call should we buy?

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

5. How is the Model Portfolio designed and how do we follow it?

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.

6. What are the targeted returns of the Model Portfolio?

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.

7. What is the minimum amount required to subscribe to your services?

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.

8. How are the trading calls provided?

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

9. How many trading calls are provided to clients?

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.

10. What is the nature of the trading calls?

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.

11. Are the trading calls cash calls or futures calls?

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.

12. Do you provide option Strategies?

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.

13. How many trading calls are open at any given point of time?

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.

14. How should subscribers of the PLATINUM OR TITANIUM stock advisory package distribute their investments between the "Model Portfolio" and "Long Term 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.

15. Are you registered as an "Investment Adviser" with SEBI"

Yes

16. How can I pay for the subscription?

You can pay for the subscription directly through the website or by transferring funds into our bank account which is provided on the website.

17. How can my queries be answered?

You can write to info@asksandipsabharwal for any queries or call us on +917303163931 or +91-22-30828575

18. When will my account get activated?

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.

19. How can I change any details related to my subscription?

You can write to us at info@asksandipsabharwal.com for any changes required in terms of your email, address, phone No etc.

20. I have got a large corpus and I need personalized advise, is that possible?

Yes personalized advisory is possible. For details and charges please write to us at info@asksandipsabharwal.com




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