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
Note. Past performance does not guarantee future results. 3 year data includes back-tested results.
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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