Product

We provide a portfolio of about 20-25 stocks that have: a/ strong competitive advantages in their respective spaces, and b/ have a strong visibility in medium-term earnings, thus securing the liquidity of portfolio. We constantly monitor the portfolio for emerging risks as well as new opportunities, and clients are alerted by e-mail as well as SMS on the changes made. The portfolio shall roughly be comprised of 60-80% large cap stocks (>$2Bn), and 20-40% small/ mid-caps (mkt. cap. $100mn-$2Bn). The objective shall be to outperform the Nifty by 5+ percentage points over a year (for calculation of the same, a simple average of stocks shall be taken).

The correction in small/ mid cap space has provided significant opportunities to buy quality stocks at low valuations. It is our belief that due to a shrinkage of capital in the space affected by certain regulations, a resurrection to stable valuations could take a significant amount of time (2 years – 3 years). As such, while we think there are several stocks with multi-bagger potential, the time horizon of the investor should be longer here, and there are likely to be periods of significant declines. We provide a 20-25 stocks portfolio to investors, with an aspiration of 100%+ return over a three-year period. We would also advice the investor to stagger the buying in this space, and we would provide guidelines in the matter of choosing the degree to which he should be invested at various points. As with the High Liquidity Portfolio, we shall also monitor the portfolio for emerging risks/ potential new entrants, and update the investor by e-mail/ SMS. Fees payable shall be a fixed fee for a three-year tenure, and a percentage of profits made over 100% (over the total portfolio, measured over a three year period).

We provide short-term calls with potential for gains between 5-10% over periods ranging from a week to a month. These calls shall be generated by factors such as strong earnings expectation/ realization, a temporary blip in valuations, by changing industry environment, or by special situations in certain stocks. We would be providing 4-5 such calls for cash equities over each quarter. The fees shall be payable at the end of the quarter. Notional amount: Rs 5 lakhs per call (limited period offer, will be raised to 10 lakhs after the invitation period ends). Fees payable shall be 10% of profit made on the notional amount.

We provide calls to aggressive traders who only wish to take positions in derivatives. Our calls are based on fundamentals. We would be providing 5-6 such calls per quarter (some of these calls maybe for the same stocks as the cash equities calls discussed above), with clearly defined price objectives and stop losses. The fees for the product shall be charged as per quarterly profit of the client, and with an assumption of 2 lots per call (limited period offer, will be raised to 5 lots at the end of the invitation period).

This product, recommended only for clients who would be able to diligently execute every call provided by us, shall aim at magnifying returns to the liquid portfolio by selective usage of derivatives, and about 10 percentage points higher allocations to mid-cap stocks in suitable circumstances. We shall recommend a portfolio of large/ mid-cap stocks, and, would, from time to time, add a derivatives position in order to take a position in a stock. Invitation Fees: 2% of Amount Under Advisory.

We provide customized research reports on companies for HNIs. Fees charged shall depend on the company on which the research is sought and the extent of detail required.