INVESTMENT ADVISORY SERVICES
HNI SERVICES
Minimum capital requirement Rs 2.5 Crores. Fees are based on percentage of Total Assets under advisory with a minimum fee requirement of Rs 720000 plus GST.
Fees for clients with portfolio sizes above Rs 10 Crores will have a minimum fees of 1% of the portfolio size.
HNI Services under the Investment Advisory segment are specifically designed for clients who desire to have a 360 degree coverage of their entire investment basket. Clients can be advised allocations to different asset classes with specific allocations to individual equity strategies in this customized offering vary according to client needs.
Different clients have different needs For clients only focused on the Long Term the investment portfolio is different and for those who want a combination of strategies it is different. The strategies can be conservative, moderate or aggressive. We have clients with different requirements and all are dealt with separately. Some key aspects are as follows.
services are customized to the needs to the client and some of the key features include asset allocation for those who want and subsequently different strategies in the equity markets as per the equity market allocation
- The portfolio and services will be customized to the particular client. The strategies could be
a. Only Long Term
b. Only Short Term
c. A combination of Long Term, Short Term and Trading - The service will be interactive where the client can interact with me directly to clarify doubts if any. This can be in the form of Phone calls/messages etc. HNI clients interact bypass the office to be in touch with me. There is no restriction in the level of interactions in this plan. This is not available in the other packages.
- HNI clients can ask for clarifications on any stocks and assets across the investment horizon. This helps in eliminating investment mistakes.
- The portfolio is individually monitored and the client only has the responsibility of mailing the portfolio to us every 15 days or trading positions more frequently so that we can go through it and advise on the portfolio on a proactive basis. Or else we can maintain a Google Sheet which can just be updated
a. Besides this the HNI clients will can also get all the Long Term Calls as well as the standardized MODEL PORTFOLIOs under our Research Analyst services.
b. These MODEL PORTFOLIO’s have allocations to individual stocks along with regular updates
c. LONG TERM Investment calls from the small cap universe - Specific long term allocations with percentage allocations will be specifically provided to HNI Clients. For this we continuously scan for opportunities to recommend at the right time.
- Swing Trading Ideas. Short Term Cash calls with holding horizon of 30-90 days and return target of 5-15% will also be provided to you. A part of the portfolio can be allocated to these calls depending on my analysis of how your money needs to be exactly managed. This has done exceptionally well for us over the last few months and years.
- Trading Calls from the Futures and Options universe whenever conviction is high will be given to you. Here the typical holding horizon is from a few days to couple of weeks In case you are uncomfortable with trading in futures we can remove this service for you. A small fund allocation to trading has worked very well for our HNI clients. However many clients, especially those overseas might find it tough to operate these calls. Moreover these are very time specific. Ideally for your kind of profile you might not want to take these particular calls
- All your other financial investments i.e. Mutual Funds, FD’S, PMS Products etc can be reviewed by me and recommendations on the same will be given to you. These will then be monitored for changes as required so that the allocation runs effectively and optimally.
In a nutshell the HNI portfolio and services are where each clients portfolio is tracked by me directly and individually depending on the need of the clients. For conservative clients we might have a different portfolio allocation strategy and for aggressive clients we will strategize it differently. The client can clarify any newsflow they hear from the markets so as to avoid investment mistakes. We focus on risk adjusted returns and try to prevent deep drawdowns.
Those interested in HNI Services or COMBO PLANS can write to us at info@asksandipsabharwal.com or
Call us on +91-22-66666931, 7303163931