Investment Advisory - Advice on Combination of Equities (ACE)

A systematic delivery based equity portfolio that consists of small cap stocks having potential for high earnings growth.

• Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
• Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
• Apt for investors with high risk appetite & investment horizon of 3-5 years
• Stock picking from Top 700 companies by market capitalization with recent earnings upgrade
• Use of intelligent filters to select liquid stocks
• Quarterly rebalancing in-line with stock selection criteria.

A portfolio with a combination of fundamental & technical parameters suitable for investors who want to invest in companies with best financial trend subject to thresholds of Quality & Valuation.

• Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
• Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
• Apt for investors & positional traders with moderate risk appetite & investment horizon of 3-5 years
• Stock picking based on quality & valuation forecasts with an upward financial trend
• Exclusion of stocks in bearish zone as per technical parameters like RSI, Bollinger band, etc.
• Continuous re-evaluation of portfolio incase of adverse change only in the stock selection criteria

A robo-powered delivery based equity portfolio suitable for investors which aims to deliver superior returns over a period of time.

• Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
• Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
• Apt for investors with moderate to high risk appetite & investment horizon of 3-5 years
• Stocks selected with market cap exceeding Rs. 1,000 Cr with defined rules
• Amount invested in 4 installments based on appropriate market timing
• Quarterly portfolio re-balancing basis company performance

An equity portfolio with the objective to generate returns from trading opportunities in fundamentally strong stocks through the support of technical trends.

• Minimum investment of Rs. 3 lakhs
• Apt for positional traders with moderate to high risk appetite & investment horizon of 1 year
• Use of technical indicators to identify momentum based ideas
• Short term momentum based trades in good quality stocks
• Disciplined trading approach with specified me horizon, stop loss & target price
• Stop Loss: 2% to 3% stop loss with feature of trailing stop loss