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Smart Advisor For A Smarter Generation

Maximize your wealth: The MILARS way!

MILARS is built on two foundational pillars. You only pay a performance-based fee & we only follow our award-winning investment strategy.

Smart Advisor For A Smarter Generation

The MILARS Strategy

This powerful investment strategy is based on six guiding principles

Market Direction

  • Invest only when the market is in an uptrend
  • Take defensive action when the market begins to weaken

Why is it Important
In many ways, the M in the MILARS strategy — market direction — is the most important.

You may be surprised to know that 3 out of 4 stocks move in the same direction as the market, either up or down. You may invest in quality stocks, but if the overall market is in a downtrend, it will be very hard for even the best stocks to move higher.

Simply put: If you buy a stock when the market is in a strong uptrend, you have a 75% chance of being right. But if you buy when the market is in a downtrend, you have a 75% chance of being wrong.

We keep an eye on the market direction; when our analysis confirms the start of an uptrend, that’s the time we recommend fundamentally strong stocks showing price-strength.

We constantly monitor your portfolio to make sure your gains are protected and losses are limited.

Our goal is to make money for our clients when the market is trending higher and to protect the profits when it starts heading lower.

That may sound obvious, but most investors pay no attention to the overall market direction. They invest randomly and simply ‘buy and hold’. It’s true that this strategy will make money during an uptrend, but ‘holding forever’ means not locking in your gains when a downtrend hits.

The truth is there is a good time and a bad time to buy stocks. Knowing the difference is the key to growing and protecting your stock market profits.

Industry Ranking

Let us share another little-known fact: every market cycle sees specific industries leading. At the same time, most stocks whose prices are on the rise, belong to leading industries. You can see how worthwhile it is to consider a stock’s industry before making a purchase

Every bull market has its own set of leading stocks, which are almost entirely different than the leaders of the previous bull market. These leaders typically belong to the same industry or there will be 2-3 industries leading at one time

At StockAxis, we have created proprietary systems to be ahead of the curve in identifying leading industries and ranking them according to their growth performance. The leading industries will typically be those experiencing structural changes that have a positive impact for some time to come.

Leading Stock

People usually tend to buy stocks that have achieved their peak valuations during a previous bull cycle and have thereafter, fallen in value due to external changes such as new competition, technology upheavals, etc. or internal factors such as promoter disputes. Buying such stocks with the assumption that they will regain their peak valuations is wishful thinking at best.

At StockAxis, we identify companies which belong to a leading industry and have the best earnings and growth profile, best ROEs, healthy/improving balance sheets, good cash generation and showing a high price strength. These companies typically gain market share from older/unorganized players with their superior products/services. Such leading companies can remain leaders for a long time and keep delivering great returns to investors.

A leading company does not necessarily have to be a blue chip name or a large market cap company. Our definition of a ‘leading’ company is a company that is a leader in its industry. Even a small sized company can be a leader in its industry if it has the largest market share, best-in-class products, exponential growth, profitability and return metrics. At times, these smaller leaders go on to become big names. By investing in such leaders, you are part of their growth journey reaping the fruits of your investment with multi-bagger returns.

Acceleration in Earnings

Institutional investors (financial institutions, mutual funds, insurance companies, etc.) usually look for companies recording high earnings growth. Stocks of such companies rise in price as a result of high demand from such institutions. At StockAxis, institutional interest forms a part of our overall market monitoring systems and stock analyses.

Remember, for a stock to continue being a leader in its industry group, the company needs to constantly grow by innovating, entering new markets, expanding its market share and achieving high brand value.

Stocks rise in value as a result of higher earnings that are achieved from higher sales and margins; mere cost-cutting to improve margins does not signify business growth. Stock valuations rise when there is an increase in earnings through greater market share, new products, higher prices, additional capacities, etc.

Relative Price Strength

Relative price strength (RS) comparison is our proprietary rating tool which rates stocks based on their price performance. We have a percentile ranking system, which ranks stocks between 1 and 99 based on complex, dynamic price-tracking algorithms. The interpretation of our RS rank is - a stock ranked 99 is performing better than 99% of the market in terms of price.

History shows that the best performing stocks are almost always rated above 70 on the RS scale. In fact, once a stock crosses the 70 scale, it has a fair chance of achieving a significant price rise.

When something is structurally changing in the underlying company, it is always reflected in the price and its RS. RS is a leading indicator of price moves going forward. It indicates positive developments in the company and the possibility of buying interest from institutions and other large investors. Our analysis and research reveal whether the uptrend in price can be sustained, and based on the stock meeting all other parameters, we make our recommendation.

Selling Rules

Investors must always act to preserve to preserve a maximum of the profit that they’ve built up during the bull market rather than ride their investments back down through difficult bear market periods.

We understand that if an investor hesitates and allows his loss to increase by 20%, He/She will need a 25% gain just to break even. Wait longer until the stock is down by 25%, and he/she have to make 33% to get even. Wait still longer until the loss is 33%, and he/she have to make 50% to get back to the starting gate. The longer you wait, the more the math works against you, so don’t vacillate. Moving immediately to cut out possible bad decisions is the better idea. Also, an investment strategy without having proven selling rules is incomplete. Hence, we have developed the strict discipline to act and to always follow our selling rules.

Letting the losses run is the most serious mistake that almost all investors make.

You must accept the fact that mistakes in stock selection and timing are going to be made frequently, even by the most experienced of professional investors. I’d go so far as to say that if you aren’t willing to cut short and limit your losses, you probably shouldn’t buy stocks. Would you drive your car down the street without brakes? If you were a fighter pilot, would you go into battle without a parachute?

Exiting your stock at the right time is as important as selecting it. Cut your losses short and let your winner run is the golden rule to optimizing profits. And no, it isn't easier said than done. Anxieties of having to decide whether to hold or exit from a losing stock gives investors sleepless nights. And the result is usually to ‘hold on’ and ‘hope for a recovery’. To avoid this difficult decision, MILARS ensures strict use of the stop-loss tool which shields your portfolio’s gains while limiting losses.

Selling rules apply to exiting winners as well. It is very hard for investors to sell a stock that is moving up in price. The key is to keep the emotions aside and objectively analyse every situation to preserve the profits.

At MILARS, we have strict selling rules for both cutting losses and booking profits. We don’t budge from our rules at any point which helps us to stay in the game for a very long time.

The moral of the story is: never argue with the market. Your health and peace of mind are always more important than any stock.

MILARS Portfolio Advisory Services: Key Attributes

A POWERFUL INVESTMENT STRATEGY BUILT ON SIX GUIDING PILLARS

  • No Front-End Charges:
    You don’t pay until our solution works for you!
  • Advisory Fee based on portfolio performance:
    We make money along with our clients, not from them.
  • Variable Fee Structure:
    We offer MILARS Portfolio Advisory Services with a zero fixed fee. We charge a variable Quarterly fee of 15% on profit (Realised and Unrealised).
  • High Water Mark Applicable:
    High Water Mark is the highest value that a portfolio has reached. Our performance-based fee is charged only on the value increase in excess to the previously reached high watermark. Illustration
  • No. of Stocks in a Portfolio: 15 - 20 Quality Stocks

Your Trusted Portfolio Advisory Service:

MILARS : Benchmark Comparison Charts

Why StockAxis Portfolio Optimization (Advisory) Service?

This powerful investment strategy is based on six guiding principles

Proven Strategy

Stock selection is based on MILARS strategy which consists of screening the companies with Leadership Qualities / Belonging to a Leading Industry / Showing Acceleration in Earnings and High Relative Strength.

Consistent Performance

StockAxis Flagship "MILARS Strategy " has consistently outperformed the benchmark across market cycles since its inception.

Predefined Selling Rules

It is the only strategy that has clearly defined the selling rules. 'Cut your losses short and let your winners run' is the golden rule to optimizing profits.

Active Portfolio Tracking

It’s not just Buy and Hold (or Forget) strategy. Analysts are actively tracking the price, financial performance, updates, etc. of the companies recommended.

MILARS FAQ

Frequently Asked Questions

MILARS PAS is the perfect choice for investors who are looking for expert assistance in building a growth portfolio in Indian equity markets while also retaining control over their investments.

MILARS aims at building a quality portfolio which can generate wealth for the investors over a long-term horizon. The idea is to hold only high quality, fundamentally sound stocks which are bought at the correct valuations to ensure maximum profitability with reasonable risk.

MILARS PAS research is backed by the MILARS strategy, which consists of the six guiding pillars and upholds our investment philosophy. Your portfolio will contain an optimum mix of stocks based on the size of your investment corpus.

MILARS, being a Portfolio Advisory Service, will recommend stocks based on the MILARS guiding principles. You will need to execute trades with your own broker.

We believe in complete transparency and understand that the investors require to know where they have invested their hard-earned money and why. Investors will have complete access to the research reports of their respective investments.

We strive to beat the benchmark (NIFTY) returns every year. Our back-tested data suggests returns of over 35% per annum by diligently following the MILARS strategy.

MILARS will help you build a portfolio with a long-term view and stocks will be added or removed according to the strategy.

No. With MILARS PAS, all you have to do is invest and rest. We will constantly track your portfolio and notify you if or when any changes in the positions are required. However, you can track your investments if you desire.

You can upload and track your portfolio via your dashboard in our website and mobile application.

You require a minimum corpus of 10 lakhs to start building your MILARS portfolio.

Yes, you can add more funds in your portfolio at any time and your portfolio will be rebalanced by MILARS.

You don’t pay anything until our strategy works for you. We offer MILARS Portfolio Advisory Services with a zero fixed fee. We only charge a variable quarterly fee of 15% of the profit (Realised and Unrealised).

The fee is charged on a quarterly basis in the following months: March, June, September & December.

In case the portfolio value turns negative due to various market dynamics, MILARS PAS will charge zero fees for that quarter and the services for the next quarter will be activated automatically.

MILARS Portfolio Advisory Service (PAS) is an investment medium which requires you to pay zero front end charges. You only pay a fixed percentile of your profit, unlike various Portfolio Management Services (PMS) which charge a hefty fee right from the beginning. Also, you retain complete control over your funds in MILARS PAS.

All you have to do to start building a MILARS portfolio is upload your current portfolio and request a callback. Our MILARS advisor will get in touch with you to assist you with your KYC and risk profiling so that we can start optimizing your portfolio.

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