Premium Equity Portfolio Advisory
Does your Equity Portfolio have lot many companies? Are you finding it difficult to remain invested with the leading sectors? Do you notice that holding small quantities of shares in a lot many companies has resulted in fragmentation of your investments? Do you notice that very good performance by a few of your investments has been nullified by the bad performance of many of your investments in your portfolio? Overall, do you feel that your portfolio is underperforming the general markets?
If your answer is YES to any of the questions above, then this is just the right service for you.
Key Features:
► Customized Service. The Client receives advisories suitable to his specific risk profile.
► Flat Fee Structure. Works on Flat Fee Structure for Six Months and Annual Tenures. NOT linked to the capital or returns
► Works on Active Portfolio Theory
► Aimed at generating Alpha against the benchmark for superior returns
► Risked Managed Top Down Research
► Planned Sector and Stock Allocation
► Availability to have One-on-One Skype Phone Calls discussions when needed
Fee Structure
This is a Subscription-based Service available in Six Monthly and Yearly tenures
Six Monthly
- Detailed Sector Allocation and Planning
- Top Down Approach To Analysis to Ensure Quality
- Complete Risk Management and Planning
- Advisories/Calls delivered on WhatsApp
- Flat Fee Structure*
- No Performance Fees
- Works on Active Portfolio Theory
- Weekly Market Outlook & Special Articles through email
- Individual Queries Answered through Emails by Milan Vaishnav
- Discuss your Portfolio/Individual queries through scheduled call upon request
- *Up to Portfolio Size of 75 Lakh
- *GST as applicable
Annual
Best Value- Detailed Sector Allocation and Planning
- Top Down Approach To Analysis to Ensure Quality
- Complete Risk Management and Planning
- Advisories/Calls delivered on WhatsApp
- Flat Fee Structure*
- No Performance Fees
- Works on Active Portfolio Theory
- Weekly Market Outlook & Special Articles through email
- Individual Queries Answered through Emails by Milan Vaishnav
- Discuss your Portfolio/Individual queries through scheduled call upon request
- *Up to Portfolio Size of 75 Lakh
- *GST as applicable
Do You Have Questions?
Customized Portfolio Advisory Services – This service is useful for which category of Investors?
Is this service Subscription based? What is the fee structure?
This is a Subscription-based service. This is NOT linked to your capital and there is only ONE Fee, i.e. Subscription Fees, that you pay. Nothing more and this is irrespective of the quantum of returns that you generate. Once the advisory is issued, it would be on the Client to make sure that is properly executed.
What kind of returns that one can expect from such Portfolios under the advisory?
Regulations prohibit us from promising or forecasting any returns on the portfolio. However, if we look at the last 5 years’ average, we have consistently achieved +/- 25% of Annualized Returns net of our fees. However, this may vary in the future.
How do I start? Do I need to bring in / infuse fresh Cash? What if I have my existing portfolio?
Either way. The Client has the option to either begin afresh with infusing cash OR re-engineer his existing portfolio. He holds the assets in his own Demat Account. He just receives our advisories to be executed by him. If he wants execution assistance that can be separately worked out.
Can you please describe your Research process?
Yes. We essentially follow a top-down approach. We begin with researching Sectors that are likely to lead the Markets. We do this by extensively using RRGs (Relative Rotation Graphs). This tool is a unique visualization tool used by very few professionals. Once we shortlist the sectors, we go further to find out the best stocks within these sectors. Once we shortlist the stocks that have the best and optimized profit potential, they are given to Clients as per their individual risk profiles.
Do I need to hold on to my investments for a very long term?
Against the fees that I pay, are services for One full Year?
YES – The service includes one full year of advising of Client of entry/exits based on proper sector allocation, advising him also on the quantities to purchase, etc. There are no other hidden charges.
How do I keep track of my Portfolio?
The Client receives a free version of one Portfolio Accounting Software wherein he can sync his holdings with our data get all MIS.
Where does my money remain? Do I need to part with any money?
NO –Not at all. We are not Portfolio Managers. Our Services remain limited to issuing advisories. The Client holds the assets in his own Demat Account. He just receives our advisories to be executed by him. If he wants execution assistance that can be separately worked out.
Can I use my existing Stock broker?
YES. You can use your existing stockbroker. We do not insist on changing the brokerage.
I am a Non-Resident Indian (NRI). Can I avail these services?
CERTAINLY. We have special arrangements to help NRI Clients. If you have your existing accounts, then it is well and fine. If not, we go all the way to help you with documentation, opening PIS Accounts, NRE Accounts on a complimentary basis at no extra cost. After that, you can start building your portfolio. If you already have an existing portfolio, we can begin right away.
Is there any different Fee Structure for NRIs?
NO. There are no additional fees or a different Fee Structure for Non-Resident Indians. (NRIs). Any additional/extra assistance that they may require is complimentary from our side.
Apart from the advisories, what else do I receive?
Apart from the advisories, you will receive alerts for making exits as well. Apart from that, you will have access to daily Market Outlook (Formerly known as Daily Market Trend Guide) every morning. This daily Technical Newsletter is currently in its 18th year of publishing. Further to his, you will receive Weekly Market Outlook and any other Special Article that we may publish from time to time on you email.
What will be the mode of delivery of Services?
The mode of delivery of Services would be WhatsApp. Presently, all advisories are pushed through WhatsApp. Daily Market Outlook, Weekly Market Outlook, Special Articles, etc. will be delivered through email.
I have some personal queries? Who do I reach out to?
You are most welcome with your personal queries. You can reach out directly to Milan Vaishnav over either phone or email. If there are longer duration discussions required, you can always schedule a Skype or a telephone call any day at any time convenient to you.
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Receive Daily & Weekly Market Outlook and all Special Articles when published