Stock Advisory Service

How are we different?

We offer a model portfolio service. This is suitable for those who want to stay invested in quality companies for the long term.

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We also offer customized stock advisory services. Each portfolio is created specifically for the investment opportunities available rather than a model portfolio. 

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Minimum Investment

Model portfolio service > Rs 5 lakhs

Customized stock advisory services > Rs 25 lakhs

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Fees

Model portfolio service: 2% per annum

Customized stock advisory services: 1% per annum

 

Who should not invest?

We are long-term investors with a clear focus on fundamentals and value. We do not swing portfolios based on macro news or short-term company/industry updates.

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How to start investing?

Model portfolio service

Use your existing demat account and subscribe.

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Customized stock advisory services

As of now, I am not taking more clients for customized stock advisory services. Please fill out the form below and I will reach out to you with more information.