We continuously communicate with our customers (Elite Club Package) to get the right allocation and ensure that they are getting proper averaging price. As most of the investors are busy and are not in a position to get allocation right and to get proper averaging price, we monitor the market and guide them according to the market conditions.
Even though it is a advisory service, we ensure a highly optimized portfolio performance. You may call it as offline PMS service.
We continuously communicate with the investors through periodical newsletters. These letters discuss in particular about the themes identified, the current portfolio stocks, strategies adopted, strategies to be focused etc. This also helps in investors learning.
In Elite Club Package, we communicate with the Investors through WhatsApp on the market conditions, daily movements and the reasons for the volatility. This makes the investors at ease, not to worry about any sudden movement of the stocks.
The Investors can communicate to us through email and Member Query from the dashboard to raise any questions related to their packages or related to their recommended stocks.
We observe that the investors’ returns are highly varying even though they have access to the same service. The available services are common to all the investors and it is not possible for regular service providers to oversee the investor returns in real terms.
In Elite Club Package, we customize the stocks according to the investors’ needs and requirements. We communicate with the investors regularly through WhatsApp. We also get continuous data back from them. Based on the data available we customize the portfolio for customers.
Long term Investors are facing a lot of practical issues such as non-availability of funds at certain periods in a year, busy schedule and personal issues. NRI investors are facing issues with having different time zones etc. Because of these issues, they end up missing some of the multibagger stock recommendations or over allocating to some of the stocks. These things result in under performance of the portfolio.
Hence, it is required to understand the changing customer’s situations and give proper financial solutions. We are certainly a friend in need for their financial queries.
Our execution process is unique. It is usual to talk about stock picking process. However our execution process allows the investor to use the capital wisely for maximum returns. We share the process with the investors when they join.
We review the investor’s portfolio regularly. We will evaluate the portfolio in detail. We check up with the investors if there is under performance. We will review the investors’ situation, understand their issues, their psyche and modify our suggestions accordingly.
Our Elite Club and Crorepati Packages are customized packages only. If you have a specific requirement which is not covered, you can get in touch with us through the contact form or email. We will decide based on the investor’s specific requirements and needs.
You can raise any number of queries on the suggested stocks and also your earlier stocks which are suggested to retain at the time of portfolio scrutiny.
Once you are on-boarded, we will review your portfolio. Along with review we will be giving some of the handpicked stocks .We would be releasing the new stocks whenever we spot them. There is no specific standard time frame. The execution process and regular messages will give sufficient information
You will have access to your dashboard, where you can see all the stocks recommended to you.