“If you don’t find a way to make money while you sleep, you will work until you die.” – Warren Buffet
OUR SERVICES
Equity & Investment Advisory
Portfolio Management (TBA)
METHODOLOGY
What & How we do it
Fundamental And Technical Analysis
Know about company & its financials & study charts to know price action
Positional calls for Investments
We mainly track Equity stocks & ETFs for Investment; No Intraday, No Futures & Options, No Shortcuts
Preferred Companies
Market Leadership, Asset light model, Monopoly / Oligopoly, High moat with strong entry barrier
SUBSCRIPTION
WHY CHOOSE US
Part of our Personal Portfolio
We ourselves invest in most of the stocks recommended to clients. Unlike others we believe in having “skin in the game”.
12 Months
Subscription Duration
1 qtr to 2 yrs
Investment Timeframe
24 – 48
No. of Stocks Covered p.a (based on market conditions)
12000/-
Subscription Fees (incl. tax) p.a; 1000/- per month only;
Our Subscription Fee (Monthly) = Price of a Pizza
We have deliberately kept our charges nominal to even make economic sense to individual investors with low capital base. Minimum suggested capital is 5 Lakhs.
Backed by Secondary Research
We do not provide equity research reports. Our services include equity stock & ETFs recommendations with entry, target levels, charts & updated portfolio tracker.
SMALLCASE – MODEL PORTFOLIO PERFORMANCE
ex-Smallcase Publisher – generating returns of 33% CAGR or 77% ROI in 2 years
WHO SHOULD SUBSCRIBE
Who wants a passive source of income & likes to diversify
Expects at least 2x times of Returns on Investment – Over a period of time
Doesn’t have a phobia of watching his stocks go down in the short run
Patient to hold stocks for 3 months – 2 years
Doesn’t have time to do research
Can be a Contrarian Investor
SAMPLE RECOMMENDATION
*To manage risk one can keep SL of 8-12%, we would not recommend stoploss unless fundamentals change. Allocate 2-5% max of your investing capital per stock as per individuals risk appetite.
TERMS & CONDITIONS
• Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. • We do not give any assurance or guarantee of profit or protection from loss in any form. • Membership of SEBI and/or certification from NISM in no way guarantees the performance of the intermediary or provides any assurance of returns to investors. • The fees paid are – non-refundable. • Recommendations provided may not always result in profit, not adhering to our recommendations may affect the profitability of your portfolio. • Investing in equity and related instruments involves uncertainties, including company-specific and market-related risks. • We do not assure guaranteed returns as the value of assets may fluctuate based on market forces like de-listing of securities or market closures etc. • Past performance does not ensure future performance. • There is a possibility of communication failures via electronic means such as e-mail/WhatsApp messages, which may be beyond our control.
Connect via WhatsApp
In case you want to know more about our services or want to subscribe, connect with us over WhatsApp
