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Advisory Services

Wealth Builder

Wealth Builder

With more than five years of experience & expertise in research, we help our clients to protect & grow their wealth.

An exclusive level of personal attention, research capabilities and in-depth capital market expertise enables us to provide investment solutions for our clients. With a high emphasis on quality, our research analysts generate highly insightful and research based ideas for investment horizon of 6 - 9 months with price target of 50% - 60%.

(a)
Stock Selection Criteria
:
Sound fundamental companies at attractive valuations
(b)
Target returns
:
50% - 60% in each recommendation
(c)
Investment period
:
6 - 9 months
(d)
No. of stocks
:
12 - 15 stocks during a year
(e)
Value added services
:
  • Direct touch with Fundamental Research Analysts
  • Recommendations via sms, email & app notifications at realtime
  • Research reports & updates via email
  • Dedicated relationship manager
  • Full support on your invested portfolio

Sample Call
Positional Call (WB): Buy Wim Plast Limited (526586) at CMP: 1052 SL: 950 TGT: 1550. Within 6-9 months. Allocate 10% of your Corpus.

Follow ups
  • Book Partial Profit in Positional Buy call of Wim Plast Limited at CMP: 1394. Recom at: 1052 on Aug 04, 2014. Return 32.51% in just 57 days.
  • Book Full Profit in Positional Buy call of Wim Plast Limited at CMP: 1550. Recom at: 1052 on Aug 04, 2014. Return 47.34% in just 86 days.

 
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