StockAxis
Reap the budding
Jewels with

StockAxis
Small Cap Core
Portfolio

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What makes investors crazy
for Small caps?

The answer is simple . Really? Yes! Small cap stocks carry immense potential for explosive growth.

It’s not that large cap stocks do not display potentiality, but due to the nascent and budding stage of the Small caps, sky can be the limit for these stocks!

However, screening for quality small caps which might one day transition into mid caps or even large caps is not exactly a walk in the park.

To reap these jewels, you need a portfolio which is embedded with relentless and constant research along with a dash of patience.

StockAxis Small cap core portfolio is specifically designed to capture the best of small caps which are trading at just the opportune levels.

Adding these Small cap stocks to your portfolio is one easy way to be richer & happier!

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How can you benefit from Small caps?

StockAxis tells you why investing in Small caps is the
smartest decision you can ever make!
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When you own Small caps..

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Your portfolio can consist of unique businesses which are predominant in Small cap segment.

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Small caps are the widest spectrum of stocks which can diversify your portfolio in a true sense.

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You can capitalise on the transitional growth of Small caps to Mid caps owing to their high growth potential.

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You own an opportunity to unlock unparalleled value as small caps can offer attractive valuations.

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The essence of Small cap core portfolio is to capture the
transitional growth of stocks from Small-caps to Mid-caps.

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We go all the way with our research!

Our emphasis on quality ensures that all our Small cap stock recommendations pass our firm and demanding criterias before they can be a part of your portfolio.

We maintain a bottom-up and valuation-driven approach while constantly observing the stock movements along with the long term fundamentals.

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Small Cap Core Portfolio Characteristics

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01
Stocks Selection:

Bottom up approach, focus towards business with scalability, and significant opportunity for re-rating of stocks with an aim to deliver superior returns in the long term.

02
Tax Efficiency:

Most capital gains will be long-term.

03
Possible Risk:

Business model does not scale up, liquidity risk and high volatility in Returns Regular Rebalancing. Stocks with deteriorating factors will be advised to be sold and / or replaced with stronger positions.

04
Diversification:

10 – 15 positions in the portfolio.

05
Churn:

Low.

05
Recommended Investment Tenure

3 years to get optimum return.

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Value added services:
  • Access to Research Analysts
  • Recommendations via SMS, email & mobile app notifications at real-time
  • Research Reports & Regular Updates
  • A Dedicated Relationship Manager
  • Access to the Recommended Portfolio in Web Login and Mobile App

With StockAxis,

You get Recommendations for your Portfolio straight in your inbox with our Digital and real time recommendations setup!

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Small cap stocks need constant research!

Rest easy as our Research Analysts are on it each & everyday
to ensure your Portfolio’s Health!
SmallCap Core Portfolio Approach
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Fundamental
research

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Business & Industry
Research

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Stock monitoring
and review

You too can join us and track your recommended portfolio by logging in to our app or website.

You can also just choose to rest freely if you want!

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Your allotted Account Manager
will stay in regular touch to assist
you with your portfolio & make sure
that you have an easy investment
journey!

Stay updated with StockAxis!

All you have to do is check your inbox for regular updates & in-depth Research Reports of your Small caps.

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Have queries?

Our Research Analysts are just one call away and can put all your recommendation related queries to rest!

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To secure your financial future,
get started!

Upload your Portfolio for a
Free Evaluation!!
Or
Give us a missed call on:
9773076000
Or
Email us at:
research@stockaxis.com
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StockAxis Small cap core
portfolio is all you need to
ensure financial success!

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Testimonials

“ Portfolios advised by you are wealth creator. I am thankful to you and your supportive staff. ”
-Gajender Singh (Feb 04, 2020)
“ Good support and service. Excellent support provided. ”
-Vikas Garg (Jan 25, 2020)
“ It helps to rearrange my stock investment and also help me to recover earlier loss and a great service provided. Thanks. ”
-Gaurav Maghanlal Patel (Jan 22, 2020)
“ Quite impressed by your service ”
-P Ramakrishna Bhat (Jan 15, 2020)
“ I am very much satisfied of your services. The Stock selection and timing of stock selection is very much good. ”
-Nikita Dani (Jan 01, 2020)
“ Services are excellent ”
-Subhash Chand Singhal (Dec 18, 2019)
More than

5,00,000

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Registered Users

More than

10,000

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Subscribed Clients

100%Total success
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For more information,
please contact

Opulent Investment Adviser Private Limited.

113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021 Telephone: +91 22 6639 3000 | Email: research@stockaxis.com WhatsApp: +91 97730 15000

About us:

The Opulent Investment Advisors Private Limited (“OIAPL”), a Company incorporated under the provisions of the Companies Act, 2013, is one of the prominent research house providing services of equity research, recommendation and advisory services in the financial markets under its brand name “StockAxis”. The OIAPL is registered with SEBI and hold SEBI license as a Research Analyst (registration No INH000007669) and an Investment Adviser (registration No. INA000011644). The OIAPL provides research, recommendation and advisory services for a broad array of investors including NRIs, HNI’s, and thousands of individual investors.

Disclaimers and Disclosures

Opulent Investment Adviser Private Limited (hereinafter referred to as 'Opulent') is a SEBI registered Research Analyst (Registration No. INH000007669) and Investment Adviser (Registration No INA000011644) registered under the SEBI (Research Analysts) Regulations, 2014 and SEBI (Investment Advisers) Regulations, 2013 respectively. Opulent prepares and shares research data and reports with clients and investors in compliance with SEBI (Research Analysts) Regulations, 2014. Opulent also offers investment advisory services in compliance with SEBI (Investment Advisers) Regulations, 2013. Opulent also ensures compliance with other applicable directives, instructions or guidelines issued by the SEBI from time to time.

The analyst for this report certifies that all of the views expressed in this report accurately reflect his or her personal views about the subject company or companies and its or their securities, and no part of his or her compensation was, is or will be, directly or indirectly related to specific recommendation(s) or view(s) expressed in this report.

Opulent has no material adverse disciplinary history as on the date of publication of this report.

Other disclosures by Opulent Investment Adviser Private Limited and its Research Analyst with reference to the subject company(s) covered in this report-:

Research Analysts or his/her relative’s or Opulent or its associates does not have any financial interest in the subject company. Also Research Analysts or his/her relative’s or Opulent or its associates may have beneficial ownership of 1% or more in the subject company at the end of the month immediately preceding the date of publication of the research report. Research Analysts or his/her relative’s or Opulent or its associates do not have any material conflict of interest in the subject company. Research Analysts have not served as officer, director, or employee in the subject company. Opulent or its Research Analysts has not been engaged in market making activity for the subject company.

Opulent or its associates in the last twelve month has not:

  • received any compensation from the subject company;
  • managed or co-managed public offering of the securities for the subject company; and
  • received compensation for investment banking or merchant banking or stock broking services or for any product or other services from the subject company

Opulent or its associates have not received compensation or other benefits from the subject company or any other third-party in connection with this report.

Our salespeople and other professionals may provide oral or written market commentary or trading strategies to our clients that reflect opinions that are contrary to the opinions expressed herein.

Opulent holding in the subject company: Nil

Terms and Conditions

This report is not for public distribution and has been furnished to you solely for your information and must not be reproduced or redistributed to any other person. The report and information contained herein are strictly confidential and may not be altered in any way, transmitted to, copied or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without prior written consent of Opulent.

The report is based on the facts, figures and information that are considered true, correct, reliable and accurate. The information is obtained from publicly available media or other sources believed to be reliable. Such information has not been independently verified and no guaranty, representation of warranty, express or implied, is made as to its accuracy, completeness or correctness. All such information and opinions are subject to change without notice. The report is prepared solely for informational purpose and does not constitute an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments for the clients. Though disseminated to all the customers simultaneously, not all customers may receive this report at the same time. Opulent will not treat recipients as customers by virtue of their receiving this report.

Disclaimer

Nothing in this report constitutes investment, legal, accounting and tax advice or a representation that any investment or strategy is suitable or appropriate to the recipient’s specific circumstances. The securities and strategies discussed and opinions expressed, if any, in this report may not be suitable for all investors, who must make their own investment decisions, based on their own investment objectives, financial positions and needs of specific recipient.

This report may not be taken in substitution for the exercise of independent judgment by any recipient. Each recipient of this report should make such investigations as it deems necessary to arrive at an independent evaluation of an investment in the securities of companies referred to in this report (including the merits and risks involved), and should consult its own advisors to determine the merits and risks of such an investment. Certain transactions, including those involving futures, options and other derivatives as well as non-investment grade securities involve substantial risk and are not suitable for all investors.

Opulent, its directors, analysts or employees do not take any responsibility, financial or otherwise, of the losses or the damages sustained due to the investments made or any action taken on basis of this report, including but not restricted to, fluctuation in the prices of shares and bonds, changes in the currency rates, diminution in the NAVs, reduction in the dividend or income, etc. Past performance is not necessarily a guide to future performance. Investors are advised to see Risk Disclosure Document to understand the risks associated before investing in the securities markets. Actual results may differ materially from those set forth in projections. Forward-looking statements are not predictions and may be subject to change without notice.

Opulent and its affiliated companies, their directors and employees may; (a) from time to time, have long or short position(s) in, and buy or sell the securities of the company(ies) mentioned herein or (b) be engaged in any other transaction involving such securities or earn brokerage or other compensation or act as a market maker in the financial instruments of the company(ies) discussed herein or act as an advisor or investment banker, lender/borrower to such company(ies) or may have any other potential conflict of interests with respect to any recommendation and other related information and opinions. Each of these entities functions as a separate, distinct and independent of each other. The recipient should take this into account before interpreting this document.

This report is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject Opulent to any registration or licensing requirement within such jurisdiction. The securities described herein may or may not be eligible for sale in all jurisdictions or to certain category of investors.

General Risk Factors
An indicative list of the risks associated with investing through the services is set out below:

  1. Equity and Equity related Risks: Equity instruments carry both companies specific and market risks and hence no assurance of returns can be made for these investments.
  2. Price/Volatility Risk: Equity Markets can show large fluctuations in price, even in short periods of time. Investors should be aware of this and only invest in equity or equity-related products if their investment horizon is long enough to support these important price movements.
  3. Clients are not being offered any guaranteed/assured returns.
  4. The value of the asset may increase or decrease depending upon various market forces affecting the capital markets such as de-listing of Securities, market closure, etc. Consequently, we make no assurance of any guaranteed returns.
  5. Our past performance does not guarantee the future performance of the same.
  6. Investment decisions made by the Investment Adviser may not always be profitable
  7. Not following the recommendation or allocation may impact the profitability of the Portfolio.
  8. System / Network Congestion: Recommendation communicated via electronic modes i.e. Email exists a possibility of delivery failure, which may be beyond our control.
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