Investment Adviser
Services
There are 3 broad categories of equity strategies that are on offer

Steady
Recommended Stocks /ETFs will be typically in Large and Midcap space with the objective of generating higher than NIFTY returns with near NIFTY volatility

Multibagger
Recommended Stocks /ETFs will be across market caps with the objective of generating returns that are significantly higher than the NIFTYSMLCAP100 Index. Volatility will be high

Hybrid
A combination of Steady and multibagger strategies based on the investor risk profile
​Mode of Investment
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Investments can be in the form of a lump-sum or a SIP or a combination of both.
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As an alternative to a lump-sum, the investor can start by allocating their existing Equity Investments for advisory and make changes based on our recommendations
Fee Structure
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Fees are charged based on a percentage of AUA (Assets Under Advice)
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Details will be furnished prior to the advisory agreement​