Frequently Asked Question

Do not subscribe if:

• You are looking for short term calls or if you need to generate a certain amount of return every month should NOT subscribe.
• You are interested in recommendations in the unlisted space. We focus exclusively on Indian public markets.
• You are going to need the money for whatever reasons in the next 2-3 years. You should not be investing in equities if you do not have atleast a 3-5 year investment horizon.
• You cannot handle price volatility. Equities by its very nature will be volatile. Prices will go up and down. You need to be able to accept the fluctuations without it creating stress in your life.
• You have very large funds to invest (more than 1 crore), then please contact us for our PMS service. This subscription would not be suitable for large portfolios.

If you are a business owner, professional, salaried person with excess funds that you can deploy in equities. You do not need a large lumpsum to start. Even investing chosen stocks in SIP mode can be beneficial.

If you see business channels on TV or read business dailies and invest in stocks based on free advice given there. Please remember, free advice is good but most often than not it will end up costing you much more than subscribing to a good, honest and ethical advisory service.

If you have a long-term desire to create wealth for yourself and your family

Over time, equities is the best asset-class to create long term wealth. And we are in the midst of sustained period of development. India is undergoing a major transformation. India's GDP is slated to go up from the current USD 2.5 trillion to USD 10 trillion in the next 18-20 years. We will see a huge wealth creation in the process and the best way to participate in this is through some of the best businesses. Equity as an asset class has historically and is likely in the future as well to give the best return amongst all asset classes. We believe this is a once-in-a-lifetime opportunity for generational wealth creation. We believe all Indians should participate in this wealth creation and invest into equities whether it is through mutual funds, ETFs or direct equities. Even if you do not subscribe to our services, our suggestion would still be to invest your long term savings in equities.

We do not have any fixed number of recommendations. We believe in building a portfolio of stocks. Immediately on subscription, you will get access to the current list of recommended stocks, buy/sell levels and allocation percentages.

In equities, nothing is certain. We try to build a portfolio of stocks that will perform well over a market cycle. We also have a strategic and opportunistic portfolio to enable us to generate alpha. But equity investment entails risk and as an investor you should be prepared for significant drawdowns once every few years.

We do not believe in index-hugging and do not benchmark ourselves against any index. However, equities have returned on an average 15% over the long term (30 years). Our endeavour is to do better than average over the medium to long term.

Equity investing can lead to drawdowns during a bear phase of the market. Although, we try to minimize risk in your portfolio, we can guarantee that the portfolio will also have periodic drawdowns along with the market.

Please consult your financial advisor and have a prudent asset allocation before beginning to invest in equities.