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MILARS: A Powerful Investment Strategy

INVEST NOW TO CREATE WEALTH FOR LONG TERM

MILARS Portfolio

Maximize your wealth: The MILARS way!

Upfront Fee

Zero

Returns Based Fee

15%

of the returns charged quarterly.

Portfolio Key Traits

Selected

MILARS Portfolio

Maximize your wealth: The MILARS way!

Portfolio Key Traits

Upfront Fee

Zero

Returns Based Fee

15%

of the returns charged quarterly.

Selected

Selected Portfolio

Use code 'OFF4000' and avail Rs. 4000 off

MILARS

Upfront fee

Rs. 0

Returns based fee

15%

Total Amount

Rs. 0

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Fees

Rs. 0

Goods & Services Tax (18%)

Rs. 0

Payable Amount

Rs. 0

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Frequently Asked Questions

MOST COMMON QUESTIONS

Why do you require my investment amount?

This will help us build a customized portfolio for you.

I am holding a few shares and I do not have a surplus amount to invest. What should I provide as my investment size?

You should provide the current value of your investment under intended investment size

Is the return based fee adjustable against the upfront fee paid?

Yes. The return based fee and upfront fee are adjusted against each other & you only have to pay the difference amount as a returns based fee at the end of a year. In the case of MILARS Portfolio, the upfront fee is Zero.

What happens when the Portfolio value at the end of the term is less than the value of the previously achieved high watermark?

In that case, the service shall be rolled over to the next year without any additional cost for that year or an upfront fee for the next year.

When is the returns based fee calculated and due?

The returns based fee will be calculated and due at the end of the service term i.e. 3 months in case of MILARS portfolio and 1 year in case of other services.

What will be the grace period provided to pay the dues?

You shall be allotted a period of 15 days to pay the adjusted return based fee.

How will the returns of the portfolio be calculated?

The calculation of returns in the First service period shall be:
Return = Closing Portfolio Value - Corpus & thereafter for the subsequent service

periods the calculation shall be:
Return = Closing Portfolio Value - High Watermark.

The final decision to invest in our recommended stocks/portfolio will be entirely up to you. Although, while calculating the return, the recommended portfolio is considered.

Can I pay fees using UPI?

Yes, we accept all UPI payments such as BHIM, Google pay, PhonePe & Paytm.

How can I access my recommended portfolio online?

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.

How will I get assistance if I need it relating to my portfolio?

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.

Registered Research Analyst (INH000007669)

Opulent Investment Adviser Private Limited. 113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021
Telephone: +91 97730 73000 | Email: research@stockaxis.com | GSTIN : 27AACCO0257G1ZN | © Copyright 2018 StockAxis.com, All Rights Reserved.

Investment in equities is subject to market risks. Notwithstanding all the efforts to do best research, clients should understand that investing in equities, involves a risk of loss of both income and principal. Please ensure that you understand fully the risks involved in investment in equities.

Stock Selection Criteria	Focus on growth-oriented stocks qualifying MILARS guiding principles.
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.
Diversification	15 – 20 positions in the portfolio.
Portfolio Churn	Active.
Minimum Investment Amount	Rs. 5 lacs
Recommended Investment Tenure	Minimum 1 year to get optimum returns
Continuous monitoring and rebalancing of your portfolio
Access to a dedicated account manager
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)

Upfront Fee	We offer MILARS at a zero upfront fee.
Returns-based fee* A returns-based, shall be charged annually on the returns generated in the recommended portfolio subject to the High watermark principle, which shall be adjusted against the upfront fee paid for that particular year.	15% of the returns charged quarterly.
Frequency of charge	Quarterly
High Watermark Applicable High Water Mark is the highest value that a portfolio has reached. The value of the portfolio for computation of high watermark is the value on the date when the returns-based fee is calculated. The returns-based fee will be charged only on an increase in the portfolio value over and above the previously achieved high watermark. *The final decision to invest in our recommended stocks / portfolio will be entirely up to the client and the acceptance of the same is not obligatory. Although, while calculating the return, the recommended portfolio will be considered. The returns based fee shall be charged on the returns generated in the recommended portfolio subject to the High watermark principle wherein the calculation of returns in the First service period shall be: Return = Closing Portfolio Value - Corpus & thereafter for the subsequent service periods, the calculation shall be: Return = Closing Portfolio Value - High Watermark.	Yes. The service will be rolled over for further three months in case the portfolio size at the end of the quarter is less than the highest watermarked amount.

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.
Diversification	15 – 20 positions in the portfolio.
Portfolio Churn	Low.
Recommended Investment Tenure	3 years to get optimum returns.
Continuous monitoring and rebalancing of your portfolio
Access to a dedicated account manager
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)

Upfront Fee	Rs. 20,000 p.a.
Returns-based fee A returns-based, shall be charged annually on the returns generated in the recommended portfolio subject to the High watermark principle, which shall be adjusted against the upfront fee paid for that particular year.	15% of the returns. The upfront fee paid shall be adjusted against it.
Frequency of charge	Annually
High Watermark Applicable High Water Mark is the highest value that a portfolio has reached. Value of the portfolio for computation of high watermark is the value on the date when returns-based fee is calculated. The returns-based fee will be charged only on an increase in the portfolio value over and above the previously achieved high watermark.
Upfront Fee paid shall be adjusted	Yes
If the returns-based fee is more than the upfront fee paid In case the returns-based fee calculated is more than the upfront fee paid, the client shall pay the due balance for that particular year and can commence his/her services for the next year by paying an upfront fee for the next one year.	The upfront fee paid for that particular year will be deducted and only the due balance shall be payable
If the returns-based fee is lower than the upfront fee paid In case the returns-based fee calculated is lower than the upfront fee paid, the client shall not pay any returns-based fee for that particular year and can commence his/her services for the next year by paying an upfront fee for the next one year.	No returns-based fee shall be payable
In case the portfolio value at the end of the year is less than the highest watermarked amount In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any additional cost in the form of either a returns-based fee for that year or an upfront fee for the next year.	The service shall be rolled over to the next year Free of cost.

Stock Selection Criteria	Focused on growth-oriented stocks with a large-cap bias.
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.
Diversification	10 – 15 positions in the portfolio.
Portfolio Churn	Low.
Recommended Investment Tenure	1 year to get optimum returns.
Continuous monitoring and rebalancing of your portfolio
Access to a dedicated account manager
Access to the Research Analysts
Recommendations via SMS, email & mobile app notifications at real-time
Research Reports & Regular Updates
Online access to the portfolio performance
Performance reporting via email (weekly)

Stock Selection Criteria	Growth stocks at the right technical buy point.
Fundamental	Strong quality.
Disciplined	Strict avoidance of losses more than 8% in a single stock.
Diversification	An average of 20 – 24 stocks in a year.
Portfolio Churn	High.
Continuous monitoring and rebalancing of your portfolio
Access to a dedicated account manager
Access to the Research Analysts
Recommendations via SMS, email & mobile app notifications at real-time
Research Reports & Regular Updates
Online access to the portfolio performance
Performance reporting via email (weekly)

Stock Selection Criteria	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.
Tax efficiency	Most capital gains will be long-term.
Diversification	8 – 10 positions with proper diversification to avoid concentration risk.
Portfolio Churn	Very Low.
Recommended Investment Tenure	10 years.
Access to a dedicated account manager
Access to the Research Analysts
Recommendations via SMS, email & mobile app notifications at real-time
Research Reports & Regular Updates
Online access to the portfolio performance
Performance reporting via email (weekly)

Stock Selection Criteria	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.
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.
Diversification	10 – 15 positions in the portfolio.
Portfolio Churn	Low.
Recommended Investment Tenure	3 years to get optimum returns.
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.
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.
Access to a dedicated account manager
Access to the Research Analysts
Recommendations via SMS, email & mobile app notifications at real-time
Research Reports & Regular Updates
Online access to the portfolio performance
Performance reporting via email (weekly)