What do I receive in the ‘Potential Multi-baggers’ Stock Reports Plan
Plan offers model portfolio of 15 long term stocks, 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. This is to allow free cancellation option.
In case subscriber wishes to cancel subscription due to some reason, he/she is free to do so within the first 30 days of subscription and take full refund. Beyond 30 days no cancellation is possible.
Over the past 12 months, Long Term portfolio gained by 49% compared to 28% for Nifty Small-cap 250 TRI and 26% for Nifty Mid-cap 150 TRI. Nifty 50 TRI returned 14%.
During the same period, Mutual Fund category average returns stood at 25% and 30% for Midcap and Small-cap Funds respectively. Large-cap Fund average returns were 12%.
Please note, past performance is no guarantee of future returns. Overall objective is to generate 18-20% per year on average, over long-term, by investing in quality businesses.
Portfolio focused on mid and small-cap companies.
Free Basic Financial Plan
Subscribers will be eligible to receive Free basic Financial Plan along with the subscription. This will cover:
- Asset Allocation Plan, based on Risk Profiling
- Retirement Plan
- Life Insurance Plan
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. Example stock analysis are available under the Stocks section of the website.