Memberships

• 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 32500+ 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