StockAxis

Build Your Portfolio With StockAxis Research

WHEN IT COMES TO EQUITY INVESTMENTS, RESEARCH MATTERS,

Multibagger Portfolio

The Art of Choosing Hidden Gems

Synopsis

A long-term portfolio of 15 - 20 young companies with the potential to grow exponentially which can create wealth in the medium to long term.

Fact Sheet

Key Traits

Stock Selection Criteria: Both growth and value stocks where fundamentals are very strong.

Tax efficiency: Most capital gains will be long-term.

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

Value Added Services

  • Continuous monitoring and rebalancing of your portfolio
  • Access to the Research Analysts
  • Recommendations via SMS, email & mobile app notifications at real-time
  • Research Reports & Regular Updates
  • A Dedicated Relationship Manager
  • Online access to the portfolio performance
  • Performance reporting via email (weekly)

Advisory Fees

Rs. 30,000 p.a. (inclusive of GST). The half fee is payable initially for the six months of service and the remaining fee to be paid after six months only.

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.

The Minimum capital requirement which includes your existing securities and cash surplus is 5 Lakh per service.

The Fees shall be payable in the following manner:
Advance Fees for the first two quarters shall be paid immediately on the execution of this Agreement. The Advance Fees for the next two quarters shall be paid within 5 (five) days from the date of receiving the invoice.

It is a fixed fee model wherein the advance fee is payable for the first two quarters and the fees for the next two quarters shall be paid after completion of the six months of service.

You need to mention the portfolio-wise initial corpus while subscribing to the service online.

Yes. You may email us your Demat statement at research@stockaxis.com. The scrips will be valued as per the current market price. Our analyst will review your portfolio and provide you the buy/sell recommendation. In the case of sell recommendation, you need to liquidate such holdings.

Yes. Specify the name of the portfolio and amount to be added in the email and send us at research@stockaxis.com.

Professional Research Team
The recommendations provide by professionals with the objective of delivering consistent long-term performance while controlling risk.

Continuous Monitoring
It is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.

Allocation
We provide the exact quantity to invest or sell in a particular stock in all our recommendations.

Hassle-Free Execution
Portfolio Advisory Service gives freedom to the clients to make the investment with their existing broker and Demat account.

Transparency
We provide comprehensive communications and performance reporting. Clients will get regular statements and updates. Web-enabled access will ensure that client is just a click away from all information relating to his investment. Your account statements will give you a complete picture of your portfolio performance.

The clients shall comply with the following requirements:

  • KRA and CKYC verification

We require the images of following documents for opening your StockAxis account with us:

  • 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 share the documents in 2 ways:
Share the images through email (compliance@stockaxis.com) or
Share the images through WhatsApp (+91-9773015000)

You can view your portfolio details from our website and mobile application. To register, visit www.stockaxis.com and click on login or click here https://stockaxis.com/Login-Register.aspx. You can log in with either your mobile number or email id. If you forgot your password, you can use the ‘Forgot Password’ option or log in with OTP.

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.