This is NOT a multibagger stock advisory service, one should see this as an equity portfolio offering that
Do read the FAQ section below for more details
Please read Investor Charter before subscribing
We construct the portfolio, communicate the same at regular intervals and you invest accordingly. We charge you an annual advisory fee for this that is non-refundable. Please note that giving views on stocks outside of our coverage universe is outside the scope of engagement.
You perform the transactions through any online trading account of your choice. Your portfolio is completely under your control all the time, we do not manage your funds. We are fee only advisers.
You will need to commit some time (a few transactions a month at the maximum) to execute the transactions. Else, this model may not add value to you.
A T&C document as per SEBI guidelines and a simple risk profile that you need to fill up, sign and digitally send to us.
Since you will be making the transactions yourself, routine KYC updates with your broker as and when applicable. We have no role to play in this process.
We will charge you an annual fee of INR 20,000 + applicable taxes. We will be raising the invoice for this only after the documentation is mutually signed as per SEBI guidelines.
If you can construct a portfolio of INR 12+ lakh based on what we suggest by the end of the first year, that works out to an expense ratio of 1.6% of the corpus. Pretty much what any equity mutual fund with a differentiated portfolio would charge you. Bigger the corpus you can invest, lower will be your expense ratio.
A pertinent question, one can make well-reasoned arguments favoring either side. Our take on this is very simple – unless the portfolio is differentiated, refrain from paying 2% fee to active managers, instead reduce expenses by investing in index funds and ETF’s. Our suggestion is to stick to passive funds for large cap investing, active investing should be for differentiated portfolios that focus on businesses outside the NIFTY 50. This is the very game we are good at.
If only things were that simple. We are more inclined towards investing in growth companies that meet our criteria where we do not have to overpay. We do not follow the “quality at any price” philosophy. What we do is well captured in the Investment Process section.
Our objective is to outperform the S&P BSE 500 by 4-5% p.a. over the investment horizon (3-5 years). Please note that there are no guaranteed returns on offer, the equity market is a fickle beast that can reward you well if you can play the game right.
We have a bigger focus on managing risks than on managing returns. This way we endeavor to smoothen out the investing experience and focus on durability rather than on generating multi-bagger returns. There has been no shortage of stocks in our portfolio that have turned out to be multi-baggers but that was never the sole objective we started out with.
Good things take time to build, so do good portfolios. Please don't expect earth shattering returns within a short span of time. It is very difficult to separate luck from skill in the short term.
We will send you a detailed FAQ note on this process. This is why we started with a limited set of like-minded investors and fine-tuned the approach before launching this service online.
Wrong question, we build a durable equity portfolio for you; we do not recommend stocks. The offering is the equity portfolio and not individual stock recommendations.
We are not a tactical stock recommendation service where we commit to a specific number of stock ideas every year. We want investors to sign up if they are looking for a professional who can build an equity portfolio that can perform well across market cycles rather than chasing the elusive multibagger all the time.
You should expect to receive communication on your registered email on the following lines
Yes, you can. There is no guarantee of positive returns in equity investing. However, if you stay the course (3-5 years) and execute well enough based on our portfolio plan, the possibility of losing money becomes very low. The risk of investing in equities goes down as the holding period goes up, we hope this is common knowledge by now.
Please express your interest by clicking on the Subscribe to Advisory Service button at the top of this page. It will ask you for your name and email address.
We will reach out to you with the necessary documentation and details on the on boarding process.
A. Vision and Mission Statements for investors
Invest with knowledge & safety.
Every investor should be able to invest in right investment products based on their
needs, manage and monitor them to meet their goals, access reports and enjoy
B. Details of business transacted by the Investment Adviser with respect to the
C. Details of services provided to investors (No Indicative Timelines)
Onboarding of Clients
Disclosure to Clients
D. Details of grievance redressal mechanism and how to access it
E. Expectations from the investors (Responsibilities of investors)
i. Always deal with SEBI registered Investment Advisers.
ii. Ensure that the Investment Adviser has a valid registration certificate.
iii. Check for SEBI registration number. Please refer to the list of all SEBI registered Investment Advisers which is available on SEBI website in the following link:
iv. Pay only advisory fees to your Investment Adviser. Make payments of advisory
fees through banking channels only and maintain duly signed receipts
mentioning the details of your payments.
v. Always ask for your risk profiling before accepting investment advice. Insist that
Investment Adviser provides advisory strictly on the basis of your risk profiling and
take into account available investment alternatives.
vi. Ask all relevant questions and clear your doubts with your Investment
Adviser before acting on advice.
vii. Assess the risk–return profile of the investment as well as the
liquidity and safety aspects before making investments.
viii. Insist on getting the terms and conditions in writing duly signed and stamped.
Read these terms and conditions carefully particularly regarding advisory fees,
advisory plans, category of recommendations etc. before dealing with any
ix. Be vigilant in your transactions.
x. Approach the appropriate authorities for redressal of your doubts / grievances.
xi. Inform SEBI about Investment Advisers offering assured or guaranteed returns.
xii. Don’t fall for stock tips offered under the pretext of investment advice.
xiii. Do not provide funds for investment to the Investment Adviser.
xiv. Don’t fall for the promise of indicative or exorbitant or assured returns by the
Investment Advisers. Don’t let greed overcome rational investment decisions.
xv. Don’t fall prey to luring advertisements or market rumors.
xvi. Avoid doing transactions only on the basis of phone calls or messages from
any Investment adviser or its representatives.
xvii. Don’t take decisions just because of repeated messages and calls by Investment
xviii. Do not fall prey to limited period discount or other incentive, gifts, etc. offered by
xix. Don’t rush into making investments that do not match your risk taking
appetite and investment goals.
xx. Do not share login credential and password of your trading and demat accounts
with the Investment Adviser.
Go back to Equity Advisory Service
2nd Floor, Jeevan Mangal Building,
No.4, Residency Road,
Bengaluru - 560025, Karnataka
Tel. Board: +91-080-22222262/ 22222264/ 2222 2283
E-mail : firstname.lastname@example.org
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None of the content here constitutes investment advice since it is not specific to an investor context. The focus is on the investment process and on understanding Indian businesses through real examples, not on stock recommendations or specific investment products.
From SEBI Scores Page
April 30, 2022