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FAQ Features

Most Common Questions


Service

When it comes to stock markets, expected returns are impossible to predict and out of anybody's control. Reason being that the markets don't really perform in a symmetrical manner. We prefer to focus on things we can control: Research & Analysis, diversification, emotions and risk management. If you invest in well-researched quality stocks with the right allocation, the stock market will take care of returns over the long term. The key is to stay disciplined and stick to your strategy in order to build wealth.

Simply put, StockAxis equity research services are recommendation-oriented services where the client is free to determine the stock allocations and the overall portfolio diversification. It is ideal for investors looking for 'what to buy & when to buy'.

On the other hand, StockAxis Portfolio advisory services offer wholesome portfolio-oriented solutions to help grow your capital over the long-term using a diversified portfolio that is rebalanced regularly. It is ideal for investors looking for 'what to buy, when to buy & how much to buy'.

If you're looking to grow your money over the long-term, a diversified & low-fee equity portfolio that is rebalanced regularly may be the smartest way to do that - which is exactly what StockAxis portfolio advisory offers. But if you just need well-researched quality stock recommendations, we think we can be the best place to do that too.

Investing doesn't have to be complicated and messy. We believe in simplified investments. With StockAxis, you stick to the fundamentals of investing that actually matter & work!

Growth-oriented research: We grow your money by recommending stocks that are growing. These companies are expanding their businesses and are innovative with their products. They belong to trending industries and are market leaders with exponential growth capabilities. We make sure that when these stocks grow, your portfolio grows with it.

Sensible diversification: If placing all your eggs in one basket is unadvisable, so is scattering all your eggs in multiple baskets & placing them under one single shed. An underdiversified portfolio might increase your risk beyond your appetite and an over diversified portfolio can have an adverse impact on your returns. What you need is a sensible diversification that helps you achieve a higher rate of return while taking less risk. We aim to do just that!

Personalized Risk-Reward ratio: You are the boss! Who you are and what you seek is one of the most important elements of our approach. When you choose StockAxis, you answer a risk questionnaire and tell us a little about your monetary circumstances & what your investment aspirations are so we can help you choose a strategy that aligns with your risk profile.

The short answer is - NO.

Investors like you are actively seeking transparency in investment decisions which can be easily achieved if you retain control over your funds. Hence, we offer Portfolio advisory services. We understand that you deserve to know where you are investing your hard-earned money & why. This is why we share timely updates & research reports with all our clients.

As we are a SEBI registered entity, we adhere to all the by-laws laid down by SEBI to ensure the interests of investors like you. You will need to complete the following steps to get on board:

Risk assessment.
KYC Verification/Registration.
E-signing of agreement.

In case you opt for our Portfolio advisory services, you are required to maintain a minimum capital of 5 lakhs in either stocks or cash. In case you choose an equity research service, you are not obligated to maintain a minimum capital. However, keeping your financial interest in mind, we would recommend that you start with 2-3 lakhs.

You can easily track your recommended portfolio in the 'My Portfolio' section via your dashboard by logging into our website or app.

We are a technology-oriented company. Our website & mobile application offers an experience that is guaranteed to be fast, paperless, secure, and reliable. You shall be receiving recommendations, regular updates & research reports via SMS, E-mail & app notifications in real-time.

So, you have created an account with StockAxis and now you are wondering if you are choosing the right investment service. In fact, how does a risk assessment questionnaire or a financial professional decide what risk profile is best suited for you? Read on to understand how stock markets generally move, what risk really means, and how we assess your risk profile.

How Stock markets generally move: It is important to understand that historically stock markets have almost always trended upwards given a long enough period of time. However, they don't go up in a straight line - sometimes they go up, sometimes they go down. Some years they go up a lot, some years they go down a lot, and some years are fairly flat. In other words, stock markets fluctuate constantly but trend upwards. StockAxis will ensure that your portfolio is participating in the major market movements and our goal is to capture the long-term growth trend.

What risk really means: Since nobody can control market movements (or returns for that matter), StockAxis focuses on controlling the level of risk you should expose yourself to. Risk or Volatility as we call it in the financial industry is simply a measure of how much your investments will fluctuate depending on how markets move. If you take on more risk and markets rise, you're likely to have higher gains. But if you take on more risk and markets fall, you're likely to have larger losses. In other words, taking more risk will make your portfolio more volatile. If you take on lower levels of risk, your investments will gain less or lose less if markets rise or fall respectively. So, taking lower risks leads to less volatility or more stability.

How does StockAxis access your risk profile: Using a combination of your objectives, your investment time horizon, your level of income, your net worth, your investment knowledge, your past investment experience, and your personal tolerance to risk StockAxis is able to assess how much risk or potential fluctuations your investments should be subject to. Accordingly, you are recommended a suitable proportion of large-cap, mid-cap & small-cap stocks.

The MILARS Growth portfolio is our high-risk portfolio. In other words, we built this portfolio with the goal of maximizing the long-term growth of your portfolio. We expect this portfolio to have the highest returns as markets trend upwards over time (10+ years), but to also suffer the largest short-term losses during a market decline.

Warning: If you'd like to aim for the highest returns over the long-term, you need to be comfortable knowing that your portfolio can be subject to the largest losses during a market downturn. You should only have this risk profile if you're certain that you wouldn't panic and sell when and if markets drop significantly. Research shows that any investors, especially those new to markets, overestimate their risk tolerance. That's why we typically don't recommend a growth portfolio if you are newer to investing.

Our growth portfolio has 75-90% exposure to Multibagger (Emerging Market Leaders) stocks and 10-25% exposure to Blue-chip companies.

This portfolio is ideal for experienced investors with the following situations:
If you have a long-term goal (buying a home, retirement, inheritance, etc.) that's 10+ years away and are comfortable with seeing very large fluctuations in your portfolio. If you're retired, have a pension or a stable source of income, and are comfortable with large fluctuations in your portfolio. Note: if you're retired and your investments are your primary source of income, a growth portfolio may not be your best option.

If you're investing a small amount of your total assets with StockAxis and a large loss for that amount would not affect your ability to achieve your goals.

If you're investing for a medium-term (~5 year) goal, prefer focusing on growing your money aggressively, but are willing to accept that you may have to push back the objective if markets drop significantly. A flexible time horizon can allow you to take more risks.

The MILARS Balanced portfolio is our medium risk portfolio. In other words, we built this portfolio with the goal of balancing the growth and the protection of your capital. Over the long-term, we don't anticipate this portfolio to have the highest expected returns as markets trend upwards over a long period of time, but it will also provide a fair amount of cushion (or capital protection) during a market decline. That said, this portfolio can still suffer short-term losses during a broad market decline.

Our balanced portfolio has 50-65% exposure to Blue-chip companies and 35-50% exposure to Multibagger (Emerging Market Leaders) stocks.

This portfolio is ideal for the following situations:
If you have a goal (buying a home, saving for a vacation, etc.) that's about 5-10 years away and are comfortable with some fluctuations in your portfolio.

If you're retired and are comfortable with some fluctuations in your portfolio.

If you have a longer-term goal (10+ years) and are willing to take some risks to ensure your funds grow adequately over time but aren't comfortable with very large fluctuations in your portfolio.

If you have a longer-term goal (10+ years) and are willing to take some risks to ensure your funds grow adequately over time but haven’t had experience with investing or price fluctuations before. This is ideal for first time investors.

The MILARS Conservative portfolio is our low-risk portfolio. In other words, we built this portfolio with the goal of limiting short term fluctuations while still trying to generate returns that can modestly outpace the rate of inflation.

Our conservative portfolio has 80-90% exposure to Blue-chip companies and 10-20% exposure to Multibagger (Emerging Market Leaders) companies.

This portfolio is ideal for the following situations:
If you have a goal (buying a home, saving for a vacation, etc.) that's fairly short-term (3-5 years) and are only comfortable with small fluctuations in your portfolio.

If you're retired and are only comfortable with small fluctuations in your portfolio.

If fluctuations in your portfolio, make you very nervous but you're okay with a low level of fluctuations to try to grow the funds by more than what a savings account can generate.

Your ideal choice of investment depends on your individual risk appetite. Click here to determine your risk tolerance.

We charge a fixed fee based on the subscription you choose regardless of your capital amount.

Some firms buy and sell investments in their own individual capacity. We do not engage in these activities. Hence you shall not face any such conflict of interest.

Our financial professionals are compensated through salary and bonuses which are determined based on their experience & knowledge. There is no other form of compensation involved from any other source to protect the client's interest.

You shall be allotted a relationship manager to guide you throughout your investment journey with StockAxis. This person shall act as your exclusive point of contact. In case you have any concerns, our research analysts will be available to assist you with your queries.

In short, Yes. If you are an equity investor, then probably the main reason why you are conducting your own research & making your own investment decisions rather than investing with a professional is that they charge a fee. However, below are some of the benefits of StockAxis for those who believe they are achieving cost efficiencies via self-directed investment.

Time: At StockAxis, we take care of everything for you. This includes Stock selection, diversification, allocation, timely rebalancing, and tracking your portfolio. We aim to help you be an effective investor while putting the time you spend researching & tracking back into your day. No need to spend a significant chunk of your day revisiting your spreadsheet of investments.

Professional Advice: All our clients have access to our team of Research Analysts for Portfolio planning and advice. Whatever your investment goals are, we are here to help you shape your financial future.

Discipline: One of the biggest reasons self-directed investors come to StockAxis is to drown out the noise. Markets are volatile and can often pressure investors to make harsh decisions. StockAxis offers solutions that help investors avoid costly mistakes. Since investing and rebalancing is based on proven strategies with strict selling rules, we take the emotion out of it.

Cost: After all the trading fees and brokerage costs generated by multiple yet unnecessary transactions and the opportunity cost that can arise from blocking your capital in non-performers, a self-directed portfolio isn't really cheaper than the solutions that we offer.

StockAxis is actively guiding investors in the Indian equity market since 2014. With a research team of 10+ Analyst, we have a combined experience of more than 50 years. We are registered with SEBI as both Investment Adviser (INA000011644) & Research Analyst (INH000007669) and strictly adhere to the bylaws laid down to protect investor's interest.

Our experience, expertise and integrity enable us to provide world-class research and investment advisory services to our clients.

At StockAxis we have a designated research team whose job is to ensure that client portfolios are optimally constructed. This means that we aim to design a portfolio that we think will provide clients with the highest rate of return possible for the lowest risk over a long period of time.

Ratings

‘Technical Rating’ is done for each company whose market capitalization is above Rs. 30 Crores. This is calculated by comparing most of the technical parameters and the stock’s price change over the past 12 months to that of all other stocks in the tables. Results are rated on a scale from 1 to 99, with 99 being the best.

A Technical Rating of 99 is the highest possible rating and means that the stock has outperformed 99 percent of all stocks. A Technical Rating of 1 means nearly all other stocks have done better. Market leaders usually rate at 70 or higher.

‘Fundamental Rating’ is done for each company whose market capitalization is above Rs. 30 Crores. Fundamental Rating includes various financial data from the income statement, balance sheet, and Cash Flow statement items such as Sales, Profit, All Important Ratios, Cash Flows, Working Capital, Cash Conversion Cycle, etc. over the past quarters and years.

A Fundamental Rating of ‘99’ is the highest possible rating and means that the stock has outperformed 99 percent of all stocks. Fundamental factors considered in the rating include sales growth rate over the last three years, pre-tax profit margins, after-tax profit margins; return on equity (ROE), etc.

The Final Rating combines both Technical and Fundamental Ratings into one easy-to-use rating. Each of these ratings consists of several parameters with different weightages assigned to each parameter. The results are then compared to the results of all other companies on every parameter. Each company is then assigned a rating from 1-99 with 99 being the best.

This rating is designed to help you get a quick feel for how is a company compare to all other stocks in our database.

The fact that your stock has gone up while its Technical Rating has fallen does not automatically mean you need to sell it. What it means is that other stocks are performing better relative to this particular stock. As a general rule, you may start thinking about selling a stock if its Technical Rating falls below 50. However, it would be more of a concern if the stock were falling or going nowhere.

A stock's Technical Rating may dip as the stock works its way through a base, or price consolidation. This is normal because the price declines required to form a base will weigh on the Technical Rating. But as the stock climbs back toward its old high, the rating should rebound as well. So, while a stock may have a lower Technical Rating as it builds its base, the important thing is for it to have a rating of 80 or higher (meaning it is among the top 20 percent of all stocks in terms of price performance) as it finishes its base. If most stocks drop 20 percent and yours falls 10 percent, it's still stronger than most other stocks even though it fell in price. Historically, the best stocks have had Technical Ratings of 80 or higher at their breakouts.

All of the Ratings are updated daily. Technical Ratings change more often than Fundamental Ratings because they reflect the market's daily activity. Fundamental Ratings reflect companies' fundamentals and change less frequently because companies report results on a quarterly basis. You shouldn't automatically sell a stock just because a Technical Rating drops. But any time you see such a drop, it serves as a signal to watch the stock for signs of weakness.

You would naturally want to buy the best merchandise available. A Technical Rating of 90 or higher will generally show that the stock is a leader and has been outperforming nearly all the other stocks in the market. E.g. Companies such as TTK Prestige Ltd, Titan, etc. had Technical Ratings of 98 throughout most of 2010-11, yet continued to make new highs.

No, you should not be concerned if a stock's Technical Rating hits a new high when the actual stock price is not at a new high. In fact, it is generally a positive sign when a stock's relative strength goes into new high ground prior to the stock breaking out of its base. A high relative strength indicates that the stock is performing relatively well in the current market environment, which is an indication of demand.

Not necessarily. A 99 indicates tremendous leadership. Our studies show that the strongest companies continue their advances because they have superior earnings, strong management and are in leading industries.

Yes, the Final Rating can be used as a filter to identify stocks for potential purchase. In fact, this rating was designed as a quick and easy way for StockAxis.com visitors to compose a list of potential ‘buy’ candidates. Focusing on those stocks with a Final Rating of 70 or higher will yield a large number of stocks for further research. But remember, checking a stock's Rating is just the first step of your research. It's also important to really understand a company's fundamentals, including its sales and earnings, return on equity, profit margins, products, etc. Much of this information can be researched at a company's web site.

Trend

New highs in lower volume, especially when other stocks in a group have rolled over, always raise a red flag. You might consider taking partial profits and see how the remaining shares hold up.

You can try to buy a leading stock after its Long Term Trend turns from Down to UP with final rating above 70.

It is essential that you wait for a correct buy point, regardless of the Rating. The Trend is designed to help you quickly find the strengths and weaknesses in a stock. The Overall Rating gives you a comprehensive look at where the stock ranks vs. all other stocks in our entire database. Even if a stock has a top score for all its ratings, you still need to analyze the Trend. The key is to buy the stock as its Trend turns from Down to Up. Using the Trend and rating will help you select and analyze stocks in a shorter time, but you still need to do your homework. Don't forget that it is necessary to the have the general market behind you. Even the highest-rated stocks will give you trouble if the general market is working against you. The best thing to do during a bear market is to create a watch list of good stocks for the time when the market does turn, and it always does. When the next bull market comes, you want to be ready! If you are scrambling to get a watch list together once the bull market starts, you might miss the next big winner. Use the StockAxis Top 50 to help you create and monitor this watch list; it will save you a lot of time.

StockAxis Top 50

The StockAxis Top 50 is a computer-generated ranking of leading companies trading in the Indian Markets. Rankings are based on a combination of both Fundamental and Technical Ratings. Fundamental Rating includes many key measures such as return on equity, sales growth, profit margins etc. and Technical Rating includes many technical parameters such as price-volume action, moving averages, relative strength etc.

NIFTY 14,310.80 -3.53% SENSEX 47,883.38 -3.44% BANKNIFTY 30,792.00 -5.10% ADANIPORTS 744.65 -9.59% ASIANPAINT 2,602.20 -1.09% AXISBANK 635.60 -4.88% BAJAJ-AUTO 3,541.00 -3.02% BAJAJFINSV 9,163.15 -4.84% BAJFINANCE 4,511.00 -7.42% BHARTIARTL 522.45 -4.18% BPCL 403.95 -5.09% BRITANNIA 3,812.75 0.40% CIPLA 902.40 2.19% COALINDIA 124.70 -3.71% DRREDDY 4,996.95 4.97% EICHERMOT 2,427.20 -3.74% GAIL 132.75 -4.36% GRASIM 1,376.60 -4.40% HCLTECH 1,009.40 -3.44% HDFC 2,419.85 -3.74% HDFCBANK 1,367.05 -3.85% HEROMOTOCO 2,786.10 -4.35% HINDALCO 336.20 -6.88% HINDUNILVR 2,462.00 -0.57% IBULHSGFIN 168.60 -12.30% ICICIBANK 538.55 -4.88% INDUSINDBK 844.40 -8.58% INDUSTOWER 242.90 -5.39% INFY 1,425.75 -1.06% IOC 87.00 -5.13% ITC 205.30 -3.66% JSWSTEEL 604.15 -2.71% KOTAKBANK 1,742.50 -3.15% LT 1,345.15 -4.20% M&M 751.50 -5.01% MARUTI 6,520.60 -4.49% NTPC 99.05 -3.65% ONGC 98.05 -5.54% POWERGRID 201.15 -3.43% RELIANCE 1,911.15 -3.58% SBIN 328.85 -6.84% SUNPHARMA 619.35 -2.73% TATAMOTORS 286.55 -9.95% TATASTEEL 851.55 -5.33% TCS 3,246.55 -2.28% TECHM 1,039.85 -1.25% TITAN 1,510.45 -5.12% ULTRACEMCO 6,509.40 -4.64% UPL 589.55 -7.14% VEDL 213.20 -7.85% WIPRO 432.60 -3.89% YESBANK 14.45 -6.47% ZEEL 181.10 -12.11%