This is a premium advisory offering and it is customized for the Clients. Here, a client has an option to seek services which are thoroughly personalized in nature which he typically retains for one year. This service is designed for Clients who either have their existing portfolio of Equity shares or they wish to start afresh.
Does your Equity Portfolio have lot many companies ? Are you finding it difficult to remain invested with the leading sectors? Do you notice that holding small quantities of shares in lot many companies has resulted into fragmentation of your investments? Do you notice that very good performance by few of your investments has been nullified by bad performance of many of your investments in your portfolio? Over all, do you feel that your portfolio is under-performing the general markets?
If your answer is YES to any of the questions above, then this is just the right service for you.
This service essentially works on Active Portfolio theory. This means that you may not trade on day-to-day basis but will also not hold for a long term. Normally, holding period of each position is anywhere between 15- days to 3 months. Essentially, there is active and timely pruning of portfolio at regular intervals. The service includes one full year of advising the Client of entry / exits based on proper sector allocation, advising him also on the quantities to purchase etc. The portfolio benefits from extensive use of RRG (Relative Rotation Graph), used primarily as a tool for top-down research to identify leading sectors.
The primary investment strategy of this customized advisory service would be Buy-and-Hold across sectors thereby spreading risks across different sectors with the primary objective of generating meaningful and sizable returns over 12-18 months while outperforming the general Index.
This is a premium offering and is an extension of basic consulting services. This service is customized in nature. It is focused on the Clients who either have existing equity portfolio or wish to begin afresh. The Client receives customized investment advisories based on his individual risk profile.
This service is not a subscription based service. This has a flat fee structure. We charge a fix percentage of fees (3%) of the Capital under our advisory. The charges are for one full year and nothing else has to be paid by the Clients. No other hidden charges are there.
Regulations prohibit us from promising or forecasting any returns on the portfolio. However, if we look at last 5 years average, we have consistently achieved +/- 25% of Annualized Returns net of our fees. However, this may vary in future.
Either way. The Client has option to either begin afresh with infusing cash OR re-engineer his existing portfolio. He holds the assets in his own Demat Account. He just receives our advisories to be executed by him. If he wants execution assistance that can be separately worked out.
Yes. We essentially follow a top-down approach. We begin with researching Sectors which are likely to lead the Markets. We do this by extensively using RRGs (Relative Rotation Graphs). This tool is a unique visualization tool used by very few professionals. Once we short list the sectors, we go further to find out best stocks within these sectors. Once we short list the stocks that have the best and optimized profit potential, they are given to Clients as per their individual risk profile.
NO -- This service essentially works on Active Portfolio theory. This means that the Client may not trade on day-to-day basis but he will also not hold for a long term. Normally, holding period of each positions is anywhere between 15- days to 2.5 months. Essentially, there is active and timely pruning of portfolio at regular intervals.
YES - The service includes one full year of advising of Client of entry / exits based on proper sector allocation, advising him also on the quantities to purchase etc. There are no other hidden charges.
NO –Not at all. We are not Portfolio Managers. Our Services remain limited to issuing advisories. The Client holds the assets in his own Demat Account. He just receives our advisories to be executed by him. If he wants execution assistance that can be separately worked out.
YES. You can use your existing stock broker. We do not insist on changing the brokerage. However, for sake of operational efficiency, we would request the Client to have his account with IIFL (India Infoline Limited) who is our preferred broker. We would help get Clients the lowest possible transaction costs.
CERTAINLY. We have special arrangements to help NRI Clients. If you have your existing accounts, then it is well and fine. If not, we go all the way to help you with documentation, opening PIS Accounts, NRE Accounts on complimentary basis at no extra cost. After that you can start building your portfolio. If you already have an existing portfolio, we can begin right away.
NO. There are no additional fees or a different Fee Structure for Non-Resident Indians. (NRIs). Any additional / extra assistance that they may require is complimentary from our side.
Apart from the advisories, you will receive alerts for making exits as well. Apart from that, you will receive Daily Market Outlook (Formerly known as Daily Market Trend Guide) every morning. This daily Technical Newsletter is currently in its 15th year of publishing. Further to his, you will receive Weekly Market Outlook and any other Special Article that we may publish from time to time.
Mode of delivery of Services will be our Mobile App. Our Mobile App is available for both Android and IOS users. All the advisories, alerts, Daily Market Outlook, Weekly Market Outlook, Special Articles, etc. will be delivered on our Mobile App.
You are most welcome with your personal queries. You can reach out directly to Milan Vaishnav over either phone or email. If there are longer duration discussions required, you can always schedule a Skype or a telephone call any day at any time convenient to you.