Blue Chip Portfolio

The BlueChip Portfolio focuses on portfolio holdings where each holding will have a high percent allocation. The portfolio will be of a low to medium risk-taking capacity where the money will be allocated in 10 stocks chosen from the 150 stocks in terms of market capitalization.

  • Our portfolios are made with stocks based on researched analysis of growth outlook, discount at which the stock is trading in relation to historical valuation, as well as overall markets.
  • The portfolio will have selectorial shifts over time if the valuations are too high.
  • Exposure:
  • Monthly updates of the portfolio will be sent to all the clients, along with an explanation of the stocks that have been bought and sold.
  • Portfolio of any size is accepted by us.
  • We recommend a minimum ideal holding horizon of 1-2 years.





Moderate Scheme

The Moderate Portfolio focuses on portfolio holdings where the holdings will be allocated adjustably in large cap, mid cap and small cap stocks, depending upon the level of risk and volatility.

  • Our portfolios are made with stocks based on researched analysis of growth outlook, discount at which the stock is trading in relation to historical valuation, as well as overall markets.
  • This is a risk adjusted portfolio where the volatility is to the minimum.
  • The portfolio will have selectorial shifts over time if the valuations are too high.
  • Exposure
  • Monthly updates of the portfolio will be sent to all the clients, along with an explanation of the stocks that have been bought and sold and these updates will also be available to the customers on the website who have a account with us.
  • Portfolio of any size is accepted by us.
  • We recommend a minimum ideal holding horizon of 2-4 years.




Aggressive Plan

Focused on Mid Caps and Small Caps, Aggressive Plan will include 5-10 strong long term stocks where the return target will be higher than market returns.

  • Strong research and analysis of long term investment stocks will be provided to the clients.
  • We will usually be investing in small and mid caps, and if need be, large caps as wel.
  • Monthly updates of the portfolio will be sent to all the clients, along with an explanation of the stocks that have been bought and sold and these updates will also be available to the customers on the website who have a account with us.
  • Portfolio of any size is accepted by us.




HNI SCEME (High Net-Worth Individuals)

Focused on Mid Caps and Small Caps, Aggressive Plan will include 5-10 strong long term stocks where the return target will be higher than market returns.

  • These portfolios focus on wealth preservation and thus strategies for the needs of the client will be customised and decided. We want to help the client work towards and achieve the goals that they have set for themselves.
  • The clients will have an interactive meeting with the Director itself Mr. Sachin Neem thrice a week to discuss strategies and development.
  • The stocks will be evaluated for their volatility and the risk involved will be evaluated.
  • Updates of the portfolio will be sent to the client every 30days, along with an explanation of the stocks that have been bought and sold.
  • We recommend a minimum ideal holding horizon of 4-5 years.
  • The advisory fee will be the 2% of the capital brought by our customers.