Along with receiving calls based on detailed analysis of technical indicators, cyclical and sentiment indicators for Nifty and Individual Stocks that presents excellent money making opportunities, you will receive Daily Market Outlook – our Daily Technical Newsletter which is currently in its 15th year of publishing. You will also receive our Weekly Market Outlook every Saturday for the following week. Additionally, you will also receive special articles that are published at least twice a month.
You will receive calls based on detailed analysis of technical indicators, cyclical and sentiment indicators for Nifty, Individual Stocks, that presents with excellent money making opportunities. We are committed to deliver timely, accurate and actionable independent technical research to you with optimized profit potential. We give out single target calls. No multiple targets given. A call has clear entry, exit and SL levels defined.
Once a call is initiated, we constantly monitor it on your behalf. We never abandon any position. Once a call is generated, you will receive Exit Alerts, Book Profit Alerts, and Market follow-up messages at regular intervals. Before close of trading hours, you will also receive follow up message to hold and carry positions, if any, for the next trading day.
You will receive services though our Mobile App. The Mobile App is available for Android and IOS Users. The service delivery is only through APP.
More stress is laid on QUALITY of calls than on quantity of calls. You may receive 2-3 days of calls on an average. We DO NOT generate high quantity calls (like 8 to 10 calls in a day) in which, going by our experience, an investor never earns. Given the Market conditions, it may so happen that you may not receive any fresh call.
The research is real-time. We send out real time research during Market hours leaving you with enough time to enter an advised trade.
YES – We have dedicated plans for NIFTY, Individual Stocks and BankNifty. Combination of these segments is also available.
Any capital from INR 200,000 (Two Lakh) available for trading is sufficient to begin with. Irrespective of capital that is available, we always advise our clients to trade in a 70:30 Ratio, i.e. Invest your 70% capital in margins and keep 30% as CASH ON HAND to meet Marked-to-Market requirements, if any. This provides additional safety net for a trader from risk management point of view.
You have option to choose from our Monthly, Quarterly, Half-yearly and Annual Plans. Usually, longer duration plans are cheaper as compared to Monthly Plans.
Certainly. You are most welcome to speak with Milan Vaishnav, anytime when required during normal working hours. We would love to hear from you.
You have more than one option. Apart from Direct Electronic Transfer to our bank account, Cheques and DDs are accepted. Further to this, you have options to pay through 73+ Debit Cards (All Mastercard, VISA, RuPay, AMEX and Maestro) , Credit Cards, 48+ Net Banking options, Prepaid Cards, Wallets and Bank EMIs.
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.