The Big Picture
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.
We provide 3 Research Services + 3 Add-on Services. Let us start with our research services.
Research Services
1. Long-Term Portfolio Recommendations
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. We provide recommendations for different time-horizons and risk appetite with strategic asset allocation. Please find more details here.
2. Medium-Term Stock Portfolio & Recommendations
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. Please find more details here.
3. Short Term Trading Recommendations
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.
Additional Services
1. Conceptual Deep-Dives and Strategies
We deep dive into concepts and strategies that have been useful in our own journey. We will also be sharing learnings and mistakes from our trading journey of 13+ years. We share practical knowledge, address your doubts/queries and help you avoid common pitfalls.
2. Hedging Strategies
This is useful for Investors with capital of about 15 lakhs or more in stocks. This is to protect your portfolio during uncertain times and bearish markets. We will share the most efficient ways of hedging your portfolio in the Indian Market.
3. Toolkit
This is our data service that provides essential analytics to power your investing and trading research.
How to use our Services?
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.
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.
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.
60% in Long Term + 30% in Medium Term + 10% Hedging
Looks for outperformance with the benefit of hedging.
60% Long Term + 30% Medium Term + 10% for Options Selling & Hedging
If you wish to do options selling to give yourself a chance to gain additional returns.
So, that's the Big Picture. We invite you to read more about each service and align it with your investment objectives.
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