If you are an investor who aims to invest for an ultra long term and wishes to reap the fruits of investments during your retirement, chances are that you have considered adopting the Buy & hold strategy at some point of time.
But does the Buy & hold strategy really work? This question has sparked a never ending debate amongst various Investment gurus & Financial Analysts.
It seems to be a rather passive & tax efficient strategy which certain investment Gurus actively promote & for good reason. However, It sure is risk laden as bear markets eat up massive chunks of your profits.
Also, not all stocks can stand the test of staying invested through the extensive time frame. After all,the Indian equity market has witnessed the downfall of certain major household names.
StockAxis has thoroughly analysed & understands the chinks in the armour of this traditional strategy which is considered outdated by a few masterminds & golden by the others.
Our dedication to harness the advantages which lie in this strategy while countering it’s limitations has led us to curate a master strategy just for you!
We bring you this Passive Investment Strategy which is ideal for hectic lifestyles.
Your portfolio is built with stocks which carry the potential to turn into common household names over the next decade.
Your Investments are destined to prosper with the nation. After all, the equity market is an economic barometer.
First, We Screen out potential stocks with optimum valuations.
StockAxis Research Analysts make use of our proprietary tools to pick out stocks which meet our stringent parameters in order to filter out potential ten baggers for you.
Then, We conduct an intensive fundamental study
Having outlier valuations is absolutely crucial as these stocks are required to perform over an elongated time horizon and are required to possess extraordinary growth potential.
We conduct a thorough & intrusive study into the company’s functionality and its future prospects in terms of Demand of Product & services, Management expertise, Business expansion and so on. Usually Vision 10X stocks belong to companies experiencing growing demand.
We ensure the sustainability and advancement of the Industries and sectors in question with regards to Technological Upgradations, increasing consumption patterns, outreach of Demand and futuristic potential in terms of growth.
Economy being a major influencer over the businesses and firms also takes up a significant room in stockAxis Vision 10x Research. Our studies go beyond analytical realms into the statistical realms to ensure economic growth and room for progress.
They are quick to spot any undesired changes in the future growth prospects and make timely recommendations in the alterations required to maintain portfolio health.
Top-down. Thorough understanding of the industry and sector demand.
Bottom-up. Fundamental analysis of management quality, leadership skills, financial growth, and valuations of an individual company.
Most capital gains are long-term
8 – 10 positions with proper diversification to avoid concentration risk
Receive your Portfolio Recommendations, Updates & Research Reports straight to your inbox regularly on a real time basis.
Our Research Analysts are just one call
away and can put all your recommendation related queries to rest!
You can then set sail to conquer
your Financial Goals with your
StockAxis Vision 10x portfolio!
Opulent Investment Adviser Private Limited. 113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021 Telephone: +91 22 6639 3000 | Email: email@example.com WhatsApp: +91 97730 15000
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.
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:
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
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.
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: