Subscription

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 fixed fee + applicable taxes as per current SEBI guidelines for fees and billing schedule for Research Analyst firms.

Our annual fee structure will make commercial sense to subscribers who can invest at least INR 12 lakhs into the equity market based on our research. Higher the corpus, lower will be your annual expense as a % of the corpus invested.

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 high fees 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.

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.

We are a Research Analyst firm whose primary skill set is a deep understanding of businesses and expressing a view on valuation. The objective of the model portfolios we offer 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 short term return maximization. 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 the following lines

• FAQ document on how to go about deploying capital
• Model Portfolio – List of stocks, allocation, recommended price range
• Detailed research reports for each business in the model portfolio
• Quarterly Earnings Summary for the coverage universe
• Market Commentary – On an average once in 45 days based on market conditions
• ADD/PRUNE/EXIT calls – Based on market conditions and price movement

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 communication & research, the possibility of losing money reduces considerably. The risk of investing in equities goes down as the holding period goes up, we hope this is common knowledge by now.