Ensure your investments are optimized and returns are multiplied

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OUR FEATURES

INVESTOR ORIENTED

Understand and chalk out detailed achievable financial plan as per investor needs. Communicate with Investor and customize the services according to their profile. Develop and enhance the knowledge of the investors by regular investor education. Periodical review with Investor on portfolio and evaluate the financial goals.

INVESTMENTS

Monitor themes, sectors and value picks by continuous scanning of economy and markets. Apply value investing techniques. Strictly follow the portfolio management techniques. Ensure 30% CAGR consistently.

Financial Planning

Goals are achieved through proper financial planning. With our financial planning service, your investments are thoroughly tracked, managed, monitored and regulated to ensure that your goals always within your reach.

4 Stage Process

Financial assessment

Our team member fills out a questionnaire to assess your current situation.

Preparation for Plan

Our team of analysts prepare a financial plan of action

Execution

Our team of portfolio managers and backend team execute the necessary investments (Online Managed Advisory Services or Offline Subscription Services).

Monitor and Adjust

The performance of your investments are regularly tracked and assessed so that all the necessary changes can be made to them for the most optimum returns.

Our Track Record

S. No. Name of the scrip Entered Period Entered price Exit period Exit price Absolute % Annualized %
1 ****** May-14 43 Holding 558 1198% 108%
2 Kellton Tech Mar-15 64 Jun-16 202 216% 150%
3 Manapuram Finance Jun-15 28 Jul-16 75 168% 149%
4 Bodal Chemicals Jun-15 32 Nov-17 185 478% 97%
5 Chamanlal setia Sep-15 38 Jan-17 120 216% 130%
6 Chola mandalam investments Jan-16 635 Mar-17 1000 57% 48%
7 Balasore Alloys Feb-16 19 Oct-17 85 347% 146%
8 Kovai Medicals Mar-16 660 July 2017 1440 118% 78%
9 Ruchira Papers May-16 75 Feb-17 145 93% 128%
10 Future enterprice Oct-16 16 Feb-17 30 88% 421%
11 Capital First Nov-16 500 Oct-17 750 50% 167%

Our 2017 Model Portfolio:

S. No. Name of the scrip Entered Period Avg Purchase Price Number of shares CMP Invested Amount Current Market Value Absolute% Posititon
1 ****** Jan-17 16 625 38 10000 23750 137 Open
2 ****** Feb-17 35 286 74 10000 21143 111 Open
3 ****** Mar-17 172 58 384 10000 22326 123 Open
4 Ujaas Mar-15 33 303 23 10000 6970 -30 Closed
5 Capital Trust May-17 394 25 550 10000 13959 39 Closed
6 ****** May-17 235 43 405 10000 17234 72 Open
7 ****** Aug-17 77 130 114 10000 14805 48 Open
8 ****** Sep-17 2700 4 4037 10000 14952 49 Open
9 ****** Oct-17 6 1667 23 10000 38333 283 Open
10 Rajshree Sugars Oct-17 61 164 64 10000 10492 5 Closed
          Total 100000 183964 83%  

Invested amount Rs. 10000 is for Illustration purpose only.

Scrips marked as ****** are in current holding with us
For Holding Scrips, the Exit price indicated is Current price of the Stock

Featured Packages

  • ELITE CLUB PACKAGE
  • (for 1 year)
  • Guided Portfolio advisory service ensuring to achieve high return 
  • Ensure investors getting right allocation in high potential stocks.
  • Ensure investors money working hard by complete financial planning
  • Regular Portfolio review (2 way interaction)
  • Update investor regularly via WhatsApp, SMS and email about market conditions and reasons behind the volatility
  • Direct access to the Analyst to address all financial queries.
  • Multibagger Stock Portfolio
  • Short-term plays for wealth creation
  • Inaugural offer: Avail 20% discount using promo INAUGURAL20 until 24 March 2018
  • F&O OPTIMIZER PACKAGE
  • (for 3 months)
  • Safe Positional Futures & Options plays
  • Long term in nature (yes, you heard it right!)
  • Regular Cash flows through Option positions
  • High Returns with Controlled risk
  • Detailed discussion before customizing the product
  • Better returns based on the funds/equity available with the customer
  • Recommended for those, who already have a equity profile.
  • Inaugural offer: Avail 20% discount using promo INAUGURAL20 until 24 March 2018

Testimonial

BLOG

Join our WhatsApp Groups

  • By:Shekar L
  • February 5, 2018

We have created different WhatsApp group where we and the group members share their insights on market conditions and long term/short term investment tips. We don’t encourage speculative stock tips, all discussions are educational and to promote investor knowledge and learn from each other. Join our Long Term Investment Group: https://chat.whatsapp.com/KpIrimzpErm2tat0Jfmr4O Join our Short Term […]

Rationale behind taxes

  • By:Shekar L
  • February 5, 2018

Recently, most of the people are talking about the (re)introduction of Long Term capital gain (LTCG) and about no benefit for salaried class in terms of additional tax exemptions in the 2018 Union Budget. Everyone has their own perspective. Whatever perspective one has, he/she has to understand the rationale behind all taxes Govt imposes. This […]

Multibagger Stocks Investment

  • By:Asset
  • June 6, 2017

Stocks that have the potential to multiply several times their cost are normally called Multibagger stocks. These are stocks that are backed by strong and scalable business, run by ethical and efficient management. They are normally undervalued, but have strong fundamentals. These companies have a strong corporate governance. These stocks have to be identified in […]

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