FAQ's
We will charge you an annual fee of 2% (charged quarterly) of initial invested amount exclusive of 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 50+ lakh based on what we suggest by the end of the first year, that works out to an expense ratio of 2% of the corpus 0.5% charged quarterly. 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.
We are more inclined towards investing in growth companies that meet our criteria where we do not have to overpay. What we do is well captured in the Investment Process section.
Wrong question, we believe in quality over quantity 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
- FAQ document on how to go about deploying capital
- Portfolio Plan – List of stocks, allocation, recommended price range
- Investment Rationale – Summary of what makes each of the stocks a good buy
- Quarterly Earnings Summary – Published every 3 months
- Market Commentary – On an average once in 45 days based on market conditions
- ADD/PRUNE/EXIT calls – Based on market conditions
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.