Combo Plan

Description

What do I receive in Combo Plan

This plan is a combination of Stock Advisory and Comprehensive Financial planning service.
Comprehensive financial plan offers goal based planning for upto 6 financial goals, including retirement and life insurance goals.

In cases where more than 6 financial goals have to be supported, a small additional charge may apply on a case by case basis, depending on the number and complexity of the financial goals.

What do I receive in Stock Advisory service

In Stock Advisory service subscribers receive 15 recommendations per year, each supported by detailed research report.

Assuming 10 pages of report per stock on average, you will receive 150-200 pages of research report prepared by SEBI registered advisor.

Suitability – what to expect from the reports

Each report will contain a detailed analysis of the company’s business. A representative report for example may cover product mix, raw materials, existing capacity, utilization levels, expansion plans, marketing strategy, capital structure, etc. as relevant. Report is also likely to include industry tailwinds if any, market size and competition. Last but not the least, report should include detailed financials and expected valuation based on future cash flow estimates. It is strongly recommended that you review a sample report before subscribing.

Companies identified in this section are those that are expected to grow at 20-25% over next 2-3 years, unless otherwise stated. It is also expected that the stocks of these companies are available at reasonable valuation, so that their market capitalisation follows the earning trajectory under normal market conditions. Assuming a normal market, therefore, some of these stocks can potentially double in 3years or so.