The Big Picture
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Before diving into specifics of each service, let me give you the big picture. It will help you understand, evaluate and choose the service that is appropriate.
The overall suite of services is designed to support your entire investment journey end-to-end. The Individual services are also designed in a way to complement each other and work together.
Our long-term service focuses on investing through Mutual funds and ETFs only. It is ideal for Beginners as well as DIY (Do It Yourself) Long Term Investors who have limited time to do research. To join our Long Term service and Invest directly in the Evergreen Portfolio, please check the below link.
The medium-term stock portfolio & recommendations service aims to maximize gains in bullish markets while minimizing losses in bearish phases. Unlike our long-term service which accepts market returns through consistent SIPs, this strategy actively seeks to outperform the Nifty Midcap 150 TRI benchmark over time through tactical adjustments.
To join our Medium Term service and Invest directly in the Momentum Portfolio, please check the below link. You can also check the Individual Stock Recommendations that are given.
Please click on the below link to find the subscription details.
Through one single plan, you can get access to all research services. Also, we will be providing access to Trading Lessons and Toolkit in this package.
In this package, you will learn how to build Anti-Fragile Portfolios in the Indian Market and also how to protect your portfolio during uncertain times. You will learn how to turn market volatility into opportunity. You will never be afraid of market crashes again and will sleep peacefully.
This is useful for Investors with capital of about 15 lakhs or more in stocks. We will share the most efficient ways of hedging your portfolio in the Indian Market.
This is our data service that provides essential analytics to power your investing and trading research. Please visit the following link to know more about Toolkit
All the services mentioned above are available individually. But, you can combine our services as per your use case too. We recommend the following models.
100% in Long Term
If you are a new investor starting your investment journey with no previous investments, this is the model we recommend.
Choose our Long Term Service alone.
90% in Long Term + 10% for Hedging
If you are a long-term investor with investments over ₹15 lacs in Equities and want to protect your portfolio during downturns, this is the model to go with.
Choose the Alpha Plan.
70% in Long Term + 30% in Medium Term
If you wish to achieve outperformance during good times and cut underperformance during bad times, this is the model we recommend.
Choose our Long Term and Medium Term plans individually.
60% Long Term + 30% Medium Term + 10% for Options Selling
Tribe = Long Term + Medium Term + Short Term.
If you wish to do options selling to give yourself a chance to gain additional returns.
If you also want to learn Trading conceptually, we will be assisting you with conceptual lessons and doubt clearing.
Choose the Tribe Plan.
60% in Long Term + 30% in Medium Term + 10% Options Selling & Hedging
Looks for outperformance with the benefit of hedging.
Choose Alpha Plan.
So, that's the Big Picture. We invite you to read more about each service and align it with your investment objectives. Please check our website below for the subscription details.
Our Short-Term service is focused on Options Selling on the Index. The aim is to generate additional returns by using/pledging your existing investments in the Long Term Portfolio for collateral and cash margin. We provide specific guidelines on position sizing to enhance portfolio returns without taking excessive risk. This complements our long-term holdings through risk-controlled short-term trading opportunities.
