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RESEARCH ANALYST PLANS / RESEARCH ANALYST SERVICES

LONG TERM INVESTMENT PLANS

TARGET MIDCAP PORTFOLIO

A focussed MIDCAP STOCKS portfolio that recommends 9 identified High-Quality Midcap Stocks.

Fee/Charges: Rs 33000+ GST

MIDCAP PORTFOLIO– The MIDCAP PORTFOLIO is a portfolio of 9 stocks where each holding will have a high percentage allocation.

The stocks will be chosen from companies that have a Market Capitalization of Rs 3000 Cr plus

Stocks find entry into the portfolio based on analysis of growth outlook, discount at which the stock is trading relative to historical valuations as well as the overall markets. We attempt to identify mispricing of stocks which happens all the time as herd mentality results in some sectors becoming heavily overvalued while others become cheap. This Portfolio is sector agnostic. The stock picking will be purely via a bottom-up process.

Diversification will be lesser of a conscious strategy to drive outperformance. The risk to this strategy is that we could miss out on an outperforming sector as we are not following Index benchmarking and as such underperform during those periods of time.

Every month updates are sent on the PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

Quarterly updates on PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio that should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended.

TARGET BLUECHIP PORTFOLIO- A LOW RISK PRODUCT

A focussed BLUECHIP STOCKS portfolio that recommends 9 identified large-cap blue chip stocks.

Fee/Charges : Rs. Rs 29000+ GST

BLUECHIP PORTFOLIO- The BLUECHIP PORTFOLIO is a portfolio of 9 stocks where each holding will have a high percentage allocation.

This is a portfolio for clients with a low to medium risk taking capability. The stocks will be chosen from the top 150 stocks in terms of market capitalization.

Stocks will find entry into the portfolio based on analysis of growth outlook, discount at which the stock is trading relative to historical valuations as well as the overall markets. We attempt to identify mispricing of stocks which happens all the time as herd mentality results in some sectors becoming heavily overvalued while others become cheap. This portfolio will have sectoral shifts over a period of time where particular sectors might not be owned at all if valuations are too high or outlook is negative.

Exposure to a particular sector will be limited to three stocks. Diversification will be lesser as a conscious strategy to drive outperformance. The risk to this strategy is that we could miss out on an outperforming sector as we are not following Index benchmarking and as such underperform during those periods of time.

Every month updates are sent on the PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

Quarterly updates on PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio which should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended.

PLATINUM PLAN

  • Model Portfolio based recommendations of potentially high growth stocks. A Multicap portfolio with a mix of Large and Small Caps.

Fee/Charges : Rs 34000 + GST

MODEL PORTFOLIO-The MODEL PORTFOLIO is a portfolio of 12-15 stocks that we design in which percentage allocation to individual stocks. Typically the MODEL PORTFOLIO has around 4-5 large caps and 8-10 small cap stocks.

This is a risk adjusted portfolio where we take optimum risks to provide low volatility returns to clients. It is like a PMS PRODUCT with a fixed fee and works very well for clients with a reasonable investible surplus as costs are not linked to the investment size.

Every month updates are sent on the MODEL PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

Monthly and Quarterly updates on MODEL PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio which should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended.

WINNERS PLAN- A HIGH RISK PRODUCT

  • Annual package which will include 5-10 strong long term stocks where the return targets will be higher than market returns over the long term. Focused on SMALL & MIDCAPS

Fee/Charges : Rs. Rs 28000+ GST

What it include: Research based investment ideas on a minimum of 5 and maximum of 10 long term investment stocks will be provided to the client during the course of 12 months. The timing of the calls will depend on when we are confident on investing into a particular company for the long term. These are typically companies from the Small and Mid Cap side of the market with a bias towards small caps.

They are sent to you with a research report which covers key aspects of the business of the company, the reason why we are recommending the stock and our expectations from the company and the target price of the stock. Every 2-3 months when we meet the companies or there are quarterly results then we send you updates on these companies in which we recommend further action in terms of either upgrade or downgrade of the price target, an update of our expectations from the company and whether we would like to continue to hold the stock or book profits.

These ideas will be picked up by bottom up research which will include company meetings and continuous follow up on future performance. These could be already discovered stocks that are likely to grow strongly over the next one to three years or relatively undiscovered and under invested stocks.

At the time of making recommendations, we have an ideal holding horizon of 1-3 years. However, we might exit early if the stock moves too fast or we believe that the stock might not do as well as we believe it should. We often hold the stock longer too if the company continues to do well and there is further upside potential.

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 4-5 Lakhs

SHORT TERM CASH INVESTMENT PLAN

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 32000+ GST, Annual Rs 47000+ GST

The key features of this product are as follows:

  1. The product is Market Capitalization agnostic i.e. the recommendation can be from any market segment Large Cap, Mid Cap or Small Cap
  2. Two to four recommendations on an average will be given every month. We might exceed the number of recommendations in a month but atleast two will be given.
  3. 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.
  4. The return target of the recommended stocks will be 5-15% and the normal holding period will be 5-75 days
  5. A maximum of five calls might be open at any given point of time as the holding period varies from 5-75 days
  6. The recommendations will be given to clients via Whatsapp messaging and there will be regular follow up on further action
  7. The calls will be generated on a combination of Fundamental, Technical as well as Market News based analysis, market positioning etc.
  8. This product will be useful to both high value investors as well as small investible surplus investors as there will be rotation of money

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 4-5 Lakhs

*Profit/Loss of open positions are reflected in the performance sheet after the position is closed out. Only completed trades are reflected in the performance sheets

TRADING PLANS

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

Fees Charges: Semi-Annual Rs 36000 + GST, ANNUAL- Rs 54000 + GST

  1. 2-3 calls will be given every month
  2. The calls will be in Stock Futures and if opportunity presents in Options
  3. 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%.
  4. The Stop Loss is normally half that of the target price
  5. The holding period will be between 1-4 weeks.
  6. The ideas might be news based, technical, via analysis of options and futures data, market positioning etc
  7. Calls are sent via Whatsapp and SMS with regular follow ups

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 5-6 Lakhs

*Profit/Loss of open positions are reflected in the performance sheet after the position is closed out. Only completed trades are reflected in the performance sheets

ONLY FOR TRADERS

  • Stock Advisory Package which has been designed only for traders in the stock markets. An active plan

Fees Charges: Quarterly Rs 24000+ GST, Semi-Annual Rs 39000+ GST, Annual Rs 55000+ GST

What it includes

  1. One to 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; however 6-8 calls per month and 18-24 calls per Quarter will be maintained.
  2. The calls given in this package will be for stocks in the Futures and Options segment only
  3. The calls will be given for a duration of 1-10 days on an average
  4. Calls will be given for Long/Short stocks or Buying/Selling Call and Put options on individual stocks, Nifty, Bank Nifty etc
  5. 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
  6. The ideas might be news based, technical, via analysis of options and futures data, market positioning etc

MINIMUM CAPITAL REQUIREMENT FOR THIS PRODUCT IS Rs 4-5 Lakhs

*We do not provide customized services under RESEARCH ANALYST SERVICES

“Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

“Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”

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