ADARSH NIVESH (Lumpsum Portfolio)
Under this yearly paid service, Smart Sync offers you advice on building a comprehensive portfolio along with allocation limits for the various scrips in the portfolio. This portfolio will be in line with our philosophy of long term value investing where we will be only recommending those stocks with solid company fundamentals and business models or operating structures which should yield consistent performance in the long term while keeping risks at manageable levels.
Other than sharing the lumpsum model portfolio and allocations we will also be sharing:
- SSIAS Investment Rationale Letters post-market hours explaining the rationale behind a buy or a sell decision.
- Weekly mailers on recent events of the economy or stocks market.
- In-depth researched reports on companies we cover.
- Yearly performance review of the portfolio.
This service is available for a yearly fee of Rs 12000 excluding GST and it will be charged in advance in 6 month installments of Rs 6000 each excluding GST.
SAMAGRA NIVESH (SIP Portfolio)
- Investors (including us) make horrible mistakes in estimating the value of a business
- There are investors (especially people with a decent-paying job or a well-established business) who have a regular monthly stream of cash flows to invest.
Please note that both Adarsh Nivesh & Samagra Nivesh are 2 separate services and thus have different set of investments in their respective portfolios.
To avail the Adarsh Nivesh or Samagra Nivesh services or to know more details, please write to us at firstname.lastname@example.org or call us at +91 99789 88562