Packages


Subscription Services


 

Multibagger Elite Package

  • Evaluate, restructure the investors existing portfolio.
  • Introduce 12 multibagger stock recommendations in 12 months period
  • The stocks are mainly from small and micro cap
  • “Allocation is key”: Hand hold the investor to get correct allocations through regular communications
  • Direct access to the Analysts
  • Quarterly review of your portfolio.
  • Communicate with you about market conditions and reasons behind the volatility
  • There is no need to worry about the market fluctuations, you can liquidate the stocks as per your wish. We will customize the plan for you, by managing your fund requirements as per your financial needs.

Suitable for Investment: 5 Lacks & Above

Portfolio Return Expected: 100% in 2-3 years (30% CAGR)

Subscription:

  For 1 Year

(Avail 20% discount using promo INAUGURAL20. Valid until 28th March 2018)

 Small Investor Package

  • One time evaluation of the Portfolio.
  • Provide 8 stock recommendations in 12 months period
  • The stocks are mixed from Mid and Large cap
  • Communicate with you about market conditions and reasons behind the volatility
  • Capable of optimal return with controlled risk

Suitable for Investment: Upto 4 Lakhs

Portfolio Return Expected: 100% in 3-4 Years (20% CAGR)

Subscription:

  For 1 Year

Futures & Options Package

  • Safe positional future & Option plays.
  • Capable of ensuring high return with controlled risk
  • Regular monthly income through the options writing.
  • Better returns based on the funds (Margin) available with the investor

Suitable for: Investors with existing Equity Portfolio

Investment Required: 5 Lakhs & Above

Return Expected: 10% per Quarter

Subscription:

  For 1 Month   For 3 Months
Futures & Options Package

Futures & Options Package

Short Term Equity

Short Term Equity

High Return Elite Package

  • Short Term Equity calls.
  • Capable of ensuring high return in short term
  • The stocks are mixed from Mid and Large cap

Suitable for Investment: 5 Lakhs & Above

Portfolio Return Expected: 100% in 2-3 Years (30% CAGR)

Subscription:

  For 1 Year

(Avail 20% discount using promo INAUGURAL20. Valid until 28th March 2018)


Portfolio Management Services


 

Diamond package

  • Managed Portfolio Advisory Service (PMS)
  • We manage your portfolio through a Service Agreement
  • Profit Sharing Model
  • Direct access to the Sr. Analyst
  • Real time review of portfolio by Expert.
  • The solution would be customized according to the investor

Suitable for: HNI’s, Top and Middle Management Professionals

Minimum Investment: 25 Lakhs & Above

Portfolio Return Expected: 100% in 2-3 years (30% CAGR) + Quarterly Income

Profit Sharing: 85:15

One Time Setup fees:

  Lifetime

Platinum Package

  • Managed Portfolio Advisory Service (PMS) for Medium Investors
  • We manage your portfolio through a Service Agreement
  • Profit Sharing Model
  • Direct access to the Sr. Analyst
  • Real time review of portfolio by Expert.

Suitable for: Mid Level Professionals

Minimum Investment: 10 Lakhs (in One year time)

Portfolio Return Expected: 100% in 2-3 years (30% CAGR)

Profit Sharing: 80:20

One Time Setup fees:

  Lifetime

Gold Package

  • Managed Portfolio Advisory Service (PMS) Exclusive for Senior Citizens & Home makers (Women)
  • We manage your portfolio through a Service Agreement
  • Profit Sharing Model
  • Direct access to the Sr. Analyst
  • Real time review of portfolio by Expert.
  • The solution would be customized according to the investor
  • Regular Income generation

Suitable for: Retired Professional, Pensioners, Home makers.

Minimum Investment: 10 Lakhs (in One year time)

Portfolio Return Expected: 100% in 2-3 years (30% CAGR) + Quarterly Income

Profit Sharing: 85:15

One Time Setup fees:

  Lifetime
Freedom-plus

Freedom-plus

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