StockAxis

Build Your Portfolio: The MILARS way!

A Premium Portfolio Advisory Service

Synopsis

Get an active portfolio of 15 – 20 quality companies which qualify the six guiding principles of MILARS namely 1.Market Direction 2. Industry Ranking 3. Leading Companies 4. Acceleration in Earnings 5. Relative Price Strength 6. Selling Rules.

Stock Selection Criteria

Focus on growth-oriented stocks qualifying MILARS guiding principles.

Regular Rebalancing

Stocks with deteriorating factors shall be advised to be sold and / or replaced with stronger positions.

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

Current Portfolio Information

Fact Sheet

Fast & Easy Subscription Process

3 simple steps

  • 1

    Register yourself

    Open an account with StockAxis.

  • 2

    Get your Risk evaluation

    Fill out our Risk Profiling form to understand your risk tolerance level.

  • 3

    Subscribe Portfolio

    Subscribe to a recommended suitable portfolio as per your risk profiling

Frequently Asked Questions

MOST COMMON QUESTIONS

Investment Advisory Services can be offered only by entities registered with SEBI under the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013. We have registered with SEBI, the regulatory authority for the securities market in India. Our registration number is INA000011644.

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.

So, you are wondering, 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.

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

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.

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.

Your ideal choice of investment depends on your individual risk appetite.

The clients shall comply with the following requirements:

  • KRA and CKYC verification

We require the following documents for opening your StockAxis account:

  • PAN card

Note: If you are not a KRA & CKYC verified customer, then a copy of documents needs to be given. The original KYC documents will be verified during in-person verification. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary, you need not undergo the same process again when you approach another intermediary. In case your KYC is not registered, we will help you to register it.

  • Advisory Agreement

Note: We shall enter into an investment advisory agreement which will cover all the terms and conditions of the advisory services. The clients need to sign the agreement online using his/her Aadhaar number

You can access your dedicated account manager via Email, Telephone, and WhatsApp and ask your queries. You will also be able to get access to our research analyst to discuss your portfolio queries.