All-in-one Advisory

9,999.00

All benefits of Long Term and Short Term offerings, plus Personalized Investment Advisory.

Short Term Stocks

Portfolio of 10 stocks that has potential to beat market returns in the medium term. Typical holding period 2-3 months, with stocks replaced and rebalanced quarterly. Based on Quant Factor Models.
– 10 stocks / quarter
– 2-3 month holding
– Quant Factor Models
– Exit calls
– Online access
– Periodic updates

Long Term Stocks
A long-term portfolio of 15 high-quality businesses that can create wealth in the long-term. Typical holding period – 1 year or more. Detailed research reports supporting each recommendation.
– 15 stocks / year
– 1 year + holding
– Detailed research reports
– Exit calls
– Online access
– Periodic updates

Personalized Investment Advisory

– Basic Financial Plan
– Personalized Portfolio Design

 

Category:

Description

Long Term Stocks

Offers 15 recommendations per year, each supported by detailed research report.

Assuming 10 pages of report per stock on average, subscribers will receive 150 pages of research report prepared by SEBI registered advisor.

3 reports will be received in the first month, within the first week of subscription. Remaining reports will be received after 30 days in the second month of subscription.

Past Performance

Market-cap segmentation

Portfolio focused on mid and small-cap companies.

Sectoral composition

Short Term Stock

Offers recommendations based on well researched multi- factor models, that exploit known anomalies to efficient market theory.

Removes behavioral biases by taking a disciplined, rule-based quantitative approach to investing.

Strategies tested exclusively for the Indian markets against large volume of data, (at least 10-15 years of past data depending on the strategy), thereby increasing predictability

Past Performance

Past 10 year performance (backtested)

Free Basic Financial Plan will cover:

  • Asset Allocation Plan, based on Risk Profiling
  • Retirement Plan
  • Life Insurance Plan

Personalized Investment Advisory will offer client specific Portfolio Design based on Investor Risk Profiling

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