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Stock Advisory

 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

  • Fee/Charges : Rs. Rs 18000+ GST

    What it include: Research based calls 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 companies will largely be from the mid cap universe, although it is possible that they might be from the large cap universe too.

    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.

      Gold Plan

  • Annual advisory package which will include 5-10 strong long term return stocks and this will also include 8-10 trading calls per quarter.

  • Fee/Charges : Rs 27000+ GST

    What it include:  Research based calls on a minimum of 5 and maximum of 10 long term investment stocks will be provided to the client during the course of the year. The timing of the calls will depend on when we are confident on investing into a particular company for the long term. These companies will largely be from the mid cap universe, although it is possible that they might be from the large cap universe too.

    8-10 trading calls with return expectations of 5-10% will also be provided to the client per quarter. This will in most cases be for liquid stocks that generally find a place in the Futures and Options Strategy.

    Time to time Option strategies may also be advised to clients with the appropriate risk profile.

      Platinum Plan

  • Model Portfolio based advice, revised on a quarterly basis. This will also include 8-10 trading calls per quarter.

  • Fee/Charges : Rs 36000+ GST

    This will include going through the entire portfolio of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advice on what should be the ideal portfolio that the client should be holding. We would be maintaining a model portfolio of stock holdings which will be between 10-15 stocks at any given point of time. This will have a proper mix of stocks in the Large Cap and Mid Cap stocks depending on the risk profile of the client. Here the target will be to build wealth of the client over a period of time through ongoing engagement.

    8-10 trading calls with return expectations of 5-10% will also be provided to the client per quarter. This will in most cases be for liquid stocks that also find a place in the Futures and Options Strategy.

    Time to time Option strategies may also be advised to clients with the appropriate risk profile.

      Titanium Plan

  • Model Portfolio based advice, revised quarterly with conference call on a quarterly basis. This will also include 8-10 trading calls per quarter.

  • Fee/Charges : Rs 60000+GST

    This will include going through the entire portfolio of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio that the client should be holding. We would be maintaining a model portfolio of stock holdings which will be between 10-15 stocks at any given point of time. This will have a proper mix of stocks in the Large Cap and Mid Cap stocks depending on the risk profile of the client. Here the target will be to build wealth of the client over a period of time through ongoing engagement.

    8-10 trading calls with return expectations of 5-10% will also be provided to the client per quarter. This will in most cases be for liquid stocks that also find a place in the Futures and Options Strategy.

    Time to time Option strategies may also be advised to clients with the appropriate risk profile.

    The additional service to the client will be by means of a conference call or physical meeting on a quarterly basis which will help the client to understand the logic of the advise as well as the direction in which the portfolio is being taken. This is especially useful for those who understand stocks and stock markets and have been investing for a long time period. It will also help you get a perspective of the overall domestic and global scenario.

      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 21000+ GST, Annual – Rs 33000+ GST

    The key features of this product are as follows:

    • The product is Market Capitalization agnostic i.e. the recommendation can be from any market segment Large Cap, Mid Cap or Small Cap
    • 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.
    • 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.
    • The return target of the recommended stocks will be 5-15% and the normal holding period will be 15-75 days
    • Any number of calls might be open at any given point of time as the holding period varies from 15-75 days
    • The recommendations will be given to clients via SMS and Whatsapp messaging and there will be regular follow up on further action
    • The calls will be generated on a combination of Fundamental, Technical as well as Market News based analysis, market positioning etc.
    • This product will be useful to both high value investors as well as small investible surplus investors as there will be rotation of money

    Mutual Fund Advisory

       Silver Plan

    • One time portfolio reshuffle / advise

    • Fee/Charges : Rs 10000+ GST

      This will include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding.

       Gold Plan

    • An ongoing engagement with an advise, review after every three months or at any point of time appropriate in an year.

    • Fee/Charges : Rs 15000+ GST

      This is a much more comprehensive engagement which include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding.

      This will be followed up with review every three months and see if things are going as per expectations and if not what are the changes that need to be made. The attempt will be to provide advise to invest in a manner so as to get the best risk adjusted return.

         Platinum Plan

    • Financial Planning of the Mutual Fund portfolio along with any other advise required by the client as per my view on other asset classes with actual physical engagement i.e via conference calls or physical meetings.

    • Fee/Charges : Rs 25000+ GST

      This is a much more comprehensive engagement which include going through the entire portfolio of Mutual Funds of the client, evaluating the suitability of the portfolio as per the understanding of the risk profile and return expectations and advise on what should be the ideal portfolio or Mutual Fund schemes that the client should be holding. This will be followed up with review every three months and see if things are going as per expectations and if not what are the changes that need to be made. The attempt will be to provide advise to invest in a manner so as to get the best risk adjusted return

      Here a proper plan on the asset mix that the client should be holding in his Mutual Fund Portfolio will be advised. Advise on other asset classes like gold, currencies etc will also be provide on a continuous basis. Here the client will be offered direct access by means of conference calls and physical meetings.

      ONLY FOR TRADERS

      • Stock Advisory Package which has been designed only for traders in the stock markets. Unlike all our other packages here we are offering Quarterly, Semi-Annual and Annual Plans?

      • Fees Charges: Quarterly Rs 15000+ GST, Semi-Annual Rs 24000+ GST, Annual Rs 39000+ GST
        What it includes
        1. 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 24 calls per Quarter, 48 calls every six months and 96 calls on an annual basis 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 maximum duration of 5 days after which they will close i.e. T+4 will be the last day of each call unless closed earlier
        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




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