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Snapshot

Objective
To advise in a customized portfolio of stocks picked from a bouquet comprising Large Cap, Mid Cap, and Small Cap Companies that are diversified across various sectors. Sparkle is a disciplined hassle-free advisory product enabling a client to build & manage a portfolio of stocks by utilizing Fundamental Research and a process-driven approach. The product is suitable for investors with a preference for direct exposure towards equities including allocation flexibility among Large Cap, Mid Cap & Small Cap in 1 single account.

Plans

Constant, Flexi, Dynamic

Allocation

Customised (multiple of 5%)

Minimum Investment

10 Lakhs

Top Up Amount

Multiple of 1 Lakh

Investment Horizon

3 to 5 years

Benchmark

Based on allocation

Indicative No. of Stocks

Customised (default 20)

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
The advise in a theme-based portfolio with the aim to generate superior returns over the long term by curating a perfect blend of Large, Mid, and Small cap companies. The product is curated to invest in ideas of today and trends of tomorrow with an emphasis on the impact the companies make on the larger well-being of the environment.

IMPACT Flexi Cap is a completely fundamentally long-term driven strategy coupled with our selection criteria which in itself is very stringent hence the churn ratio by design is minimal. Here growth comes from the larger names and value creation comes from small & mid-size companies which may be niche or untapped.

Plans

Lumpsum, Lumpsum with Simple Equity Plan, STP

Allocation

Flexi Cap

Minimum Investment

10 Lakhs

Top Up Amount

Multiple of 1 Lakh

Investment Horizon

3 to 5 years

Benchmark

Nifty 500

Indicative No. of Stocks

15 to 20 stocks

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
To advise in a mix-match portfolio of Large Cap companies which can help generate alpha with a focus on long-term capital appreciation.

OASIS is a focused Large Cap portfolio where investment is advised on companies with a higher reputation in the market. These companies have a good track record on multiple parameters and have grown the business to a prominent scale. Such a portfolio helps investors achieve steadiness in the investment journey by investing in companies that have a history of performing well.

Plans

Lumpsum, Lumpsum with Simple Equity Plan, STP

Allocation

Large Cap

Minimum Investment

10 Lakhs

Top Up Amount

Multiple of 1 Lakh

Investment Horizon

3 to 5 years

Benchmark

Nifty 100

Indicative No. of Stocks

9 to 15

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
To advise in a mix & match portfolio of Mid & Small Cap companies. This portfolio is more long-term in nature and swings may be an integral part of the journey of the investment.

NAUTICAL advises in a portfolio of stocks for alpha boost with an investment horizon of 3 to 5 years. This portfolio has companies that are generally business focused, nimble, and stick to their core competencies. Such an approach helps them to better manage and understand business cycles.

Plans

Lumpsum, Lumpsum with Simple Equity Plan, STP

Allocation

Mid & Small Cap

Minimum Investment

10 Lakhs

Top Up Amount

Multiple of 1 Lakh

Investment Horizon

3 to 5 years

Benchmark

Nifty MidSmall 400

Indicative No. of Stocks

15 to 25

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
To advise in a mix & match portfolio which can help generate alpha with a focus on long-term capital appreciation. This is a balanced portfolio carefully crafted with companies from the Large Cap, Mid Cap, and Small Cap universe henceforth enabling stability along with growth potential.

COSMOS is derived from OASIS and NAUTICAL. Hence this balanced portfolio advice on ideas in Large Cap companies with a higher reputation in the market and also in a Mid & Small Cap portfolio of stocks for alpha boost.

Plans

Lumpsum, Lumpsum with Simple Equity Plan, STP

Allocation

Flexi Cap

Minimum Investment

10 Lakhs

Top Up Amount

Multiple of 1 Lakh

Investment Horizon

3 to 5 years

Benchmark

Nifty 500

Indicative No. of Stocks

18 to 25

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
To advise based on triple gems of stock selection Quality of Business, Quality of Management and Valuations. Further to these 3 gems there are multiple catalysts which are utilized to identify growth companies. This approach helps in building a focused portfolio of growth oriented companies perfectly blended from large, mid and small cap stocks. The product is carefully curated utilizing the scuttlebutt approach for investors seeking advise to invest in growth companies.

Plans

Lumpsum, Lumpsum with Simple Equity Plan, STP

Allocation

Customized

Minimum Investment

1 Crore

Top Up Amount

Multiple of 5 Lakh

Investment Horizon

3 to 5 years

Benchmark

Nifty 500

Indicative No. of Stocks

12 to 18

Monthly Report

Yes

Dedicated Demat A/c

Yes

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Snapshot

Objective
To build a long-term portfolio of stocks that are Large Cap Oriented (ACE), Mid Cap Oriented (ACCELERATOR), and Small Cap Oriented (ASCENT) through a regular investment of equal monthly amounts.

SEP Advisory is an efficient and effective way to invest in direct stocks. It helps brings in the discipline of investing, the benefit of compounding, small regular investment amount, and the philosophy of holding stocks for the long term.

Plans

ACE, ACELLRATOR, ASCENT

Minimum Investment

5000 with increment of
1000 thereafter

Tenure

12 months, 24 months,
36 months and till perpetuity

Benchmark

ACE - S&P BSE 100
ACCELERATOR - S&P BSE Midcap
ASCENT - S&P BSE Smallcap

Investment Horizon

3 to 5 years

Investment Dates

1st, 15th and 25th of every month

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