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INVESTMENT ADVISORY PLANS

LONG TERM INVESTMENT PLANS

 TARGET MIDCAP PORTFOLIO

• A Focussed MIDCAP STOCKS portfolio that will invest in 9 identified high quality MIDCAP stocks

 TARGET BLUECHIP PORTFOLIO- A LOW RISK PRODUCT

• A FOCUSSED BLUECHIP STOCKS portfolio that will invest in 9 identified high quality LARGECAP 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. Allocation is given for a Rs 100000 portfolio which needs to be adapted according to the portfolio size of the client.

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.

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



UNLOCK GAINS PORTFOLIO

• A Focused UNLOCK STOCKS portfolio that will invest in 9 identified high quality OPENING UP stocks- A 2 year plan




Fee/Charges : Rs 27500+ GST/Year OR Rs 48000+GST for fixed tenure of 2 years

UNLOCK GAINS PORTFOLIO- The UNLOCK PORTFOLIO is a portfolio of 9 stocks where each holding will have a high percentage allocation. Allocation is given for a Rs 100000 portfolio which needs to be adapted according to the portfolio size of the client. This is a portfolio for clients with a medium to high risk taking capability. The stocks will be will be market capitalization agnostic and can be small caps, midcaps or large caps although large cap options are limited in this space.

Our view is that unlock stocks will do well even in an inflationary scenario due to the fact that sales revival in these segments will take care of margin pressures as sales were very depressed during the Covid waves and many of these companies have cut down fixed costs substantially during the pandemic which will hold them in good stead over the next two to three years. The stock picking will be purely via a bottom up process and will be focused on Unlock themes such as Multiplexes, Restaurants, Travel related companies, Travel Accessories, Liquor companies, Hotels and the Retail segment primarily and others if opportunities present themselves. No particular theme will have more than 2 stocks in the portfolio.

Diversification will be lesser in this portfolio as the sectors of investment are limited. However diversification will be achieved due to sectoral stock restrictions. 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 issold off the logic for the same is clearly explained. The aim will be to have a very low churn however stocks might be sold or bought based on emerging opportunities.

Quarterly updates on PORTFOLIO holdings are sent to all the clients which provides whatwe believe to be the future direction of the company and the stock. This portfolio is a fixed tenure two year portfolio where we seek to make higher than market and midcap sector returns over the next two years.

Subscription is possible for Annually or for the entire tenure of the plan which is till 31st March 2024

PLATINUM PLAN- A MEDIUM RISK PRODUCT

• Model Portfolio based advise along with potential high growth stock recommendations A Multicap portfolio with a mix of LARGE & MIDCAP STOCKS

Fee/Charges : Rs 34000 + GST


1. 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. Allocation is given for a Rs 100000 portfolio which needs to be adapted according to the portfolio size of the client.
   
   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.
   
   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. You cannot choose and buy some stocks and not buy the others assuming yourself that one will do better than the other.


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



RESEARCH ANALYST SERVICES

 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. 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 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



*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

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