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Stock Advisory

We provide stock advisory services by following the Quality at Reasonable Price principle. We create a portfolio of a diversified group of 15-20 stocks with a focus on value and long-term wealth

History

What is the history of the company and management?

Business model

How does the company makes money?

Profit first

Is the company profitable?  

Cash flows

Are the company’s terms of trade favorable?

Margin

What are the company's cost and margin structure? 

ROCE

What is the return history of the company?

Competition

What is the competitive landscape? 

Economic moat

Does the company enjoy an Economic Moat? 

Growth

What is the company's growth plan? 

Management

Is the management high on Integrity & transparency?

Value

Is valuation reasonable?

Scope of error

Is there enough Margin of Safety?

INDIAN
EQUITY

Minimum Investment
Rs 10 lakhs

Model Portfolio 
Yes

Model Portfolio
No, Personalised

Model Portfolio
No, Personalised

Fees
2% p.a. (paid quarterly + 18% GST) 

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INDIAN
EQUITY

Minimum Investment
Rs 25 lakhs

Model Portfolio
No, Personalised

Fees
1
% p.a. (paid quarterly + 18% GST) 

Fill the details in the contact form below. 
We will schedule a call and know your requirements better.

US/canada
NRI

Minimum Investment
Rs 2 Crores

Model Portfolio
No, personalised

Fees
1% p.a. (paid quarterly + 18% GST) 

Fill the details in the contact form below. We will schedule a call and know your requirements better.

Contact Us

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