INVEST EVERY MONTH
What could be the best strategy if you want to invest a fixed amount every month?
“Buying Debt free BULLISH on charts stocks every month which has cheaper valuations and higher dividend yield in a well-diversified manner with a higher margin of safety and earning potential?”
The answer is YES! Because Investors who invest their money systematically in the right stocks and hold on their investments patiently have been seen generating outstanding returns.
What is STOCK SIP?
You decide an initial investment and a fixed amount to invest every month. We design and send your stock portfolio every month along with SELL calls. We will also monitor your portfolio at our end.
How it Works:
Other Relevant Points to know:
The investor needs to invest every month ( Like SIP or RD) in his/her Stock Portfolio.
Stock Portfolio will be consisting of LargeCap/MidCap/SmallCap stocks in well-diversified manner and with valid reasons (Stock analysis would be attached with the mail).
The portfolio would be reviewed and modified every month. An investor can get benefits by selling the stocks if he/she is getting sufficient benefits.
At the end of every month, Investors will have Debt-free stocks which have cheaper valuations and higher dividend yield in a well-diversified manner with a higher margin of safety and earning potential with regular monthly benefits every month.
1) Select the tenure you wish to opt for STOCK SIP.
2) After the successful online payment, One SEBI Registered advisor would be assigned to you.
3) Share your current portfolio for restructuring. (Optional)
4) Decide an initial amount and a fixed amount you wish to infuse in stocks, every month.
5) Get your Stock Portfolio with stock allocation, name, sector, price, target, etc on your mail. Stock Analysis report would be attached for your reference.
6) After trading the stocks get back to your advisor with the trading price.
7) Your advisor will make a virtual live portfolio at his/her end for Portfolio Monitoring.
8) On reinvestment date, You will get Sell Calls (From existing stocks) and fresh Portfolio for the new infused amount.
and it goes on..
(If your stock portfolio size is < 10,00,000 Rs.)
If your stock portfolio size is > 10,00,000 Rs then a fixed charges of 1.5% p.a. (of portfolio size) would be levied.
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