– WHAT YOU WILL GET –
All EQUITY ADVISORY clients get the following services for the period of subscription.
Critical Portfolio Health Check-up
A detailed assessment of the existing equity portfolio will be done with respect to quality and risk – by measuring its volatility, diversification, valuation, returns, future outlook, etc.
Customized Advisory and Custom-designed Portfolio
You will get a custom-designed portfolio and stock recommendations based on your requirements after considering the amount of capital you have, your risk capacity and your goals. The recommendations/portfolio aim at maximizing returns for you while ensuring minimum risk to your capital
Buy and Sell Calls
The recommendations will be tracked on a real-time basis and timely buy and sell calls will be given to you with an aim to maximize profits and minimize losses
Investment Rationale for Each Stock
A brief rationale based on which a particular stock has been recommended will be provided to you for each recommendation.
The stocks will be monitored on a real-time basis and any positive and negative news will be tracked immediately and suitable actions will be recommended to you, if necessary.
News Related to Companies Existing in Portfolio
All significant news about the recommended stocks or the industries to which they belong will be communicated to you. This includes the quarterly and annual results of these companies.
Entirely Personalized Service
This is an entirely personalized service. There are plenty of stock recommendation services available, but most of those services are general in nature, i.e. they recommend the same stocks to all their clients. At PaisaPub, we believe that the needs and situations of all investors are unique and hence our advisory services are tailor-made based on the requirements of each client.
– WHAT YOU WILL NOT GET –
Now that you know what you will get as a PaisaPub client, please take a moment to know what you will NOT be getting:
- You will not get ‘tips’. Period. Rely on tips only if you do not love your money.
- You will not get future/option calls. I consider them too risky for retail investors and do not recommend trading in these instruments.
- You will not get intraday or short-term stock recommendations. I do not believe in treating stock markets as a casino.
– HOW IT WORKS –
STEP 1: SUBSCRIBE TO EQUITY ADVISORY SERVICE
First, you need to subscribe to the Equity Advisory service by making the payment for the fee.
STEP 2: FILL THE QUESTIONNAIRE
A risk-profiling questionnaire would be sent to you on your registered email within 2 business days of subscribing. You will need to fill the questionnaire and email it to firstname.lastname@example.org. The purpose of this questionnaire is to give me an idea about your risk capacity and goals which in turn would enable me to advise you appropriately. We can have additional discussions over phone and email if required.
STEP 3: GET A TAILOR-MADE PORTFOLIO
After properly considering your responses in the questionnaire, I’ll analyze your existing portfolio and start providing stock recommendations to you immediately. The recommendations would be emailed to you from time to time. These would be my best picks for you. You would be welcome to discuss your requirements throughout the subscription period.
STEP 4: ENJOY THE BIGGEST BOUQUET OF INCLUSIVE SERVICES
You are all set! You can now start investing based on the recommendations and begin your wealth-creation journey with us. Throughout your subscription period, you will enjoy a large bouquet of services viz. timely buy and sell calls, relevant news updates, regular portfolio review, priority customer care, etc.