Wealth Matrix
Wealth Matrix is a sophisticated equity investment product designed to guide you through market volatility with confidence.
- SEBI Registration: INA000019707
Overview
Multibagger
This product works on investing for long term. Rebalancing, shuffling and adding stocks based on macro and micro economic factors. It is best suited for those whose can’t participate actively during market hours on a day on day basis.
Never depend on a single income, make an investment to create a second source.
How Do I Select A Stock?
Stock Selection Perspective
I focus on diversifying investment dedicated to the product on the basis of sector analysis, suggest an asset allocation plan. Stocks I choose are driven from the best rating agencies reports, financial statements and management speeches. I keep a thorough check on peer’s comparison and industry analysis before recommending any stock.
Stages Of Analysis
Stock Selection Methodology
The first aim is to constantly watch the track record of the stock and scrutinise using screeners and histograms on parameters of price sensitivity.
Filter the scrutinized stocks on the grounds of fundamental analysis. Analyzing industrial growth, peer comparison, competitive analysis, economic inflation, growth rate and much more.
Study company dynamics, its functions in favourable economics scenarios. How does the company and its stakeholders drive company’s management, handle the contingencies and money crisis. I put all my scrutinized stock under the light of all such factors to find the most promising stock justifying its future growth.
The strongest stock ideas from extensive research process that serve as a base for my recommendations. These stocks are actively monitored from the time recommendation is forwarded to the client till an exit is suggested.
Key Features
- To enroll for this module, minimum capital requirement is Rupees 8 lakh. Please do not take subscription if the minimum capital requirement does not match with your investment capacity.
- There are no guaranteed returns, though one can anticipate between 2% to 3% ROI on a month on month basis and is subject to market sentiments.
- I follow 1:2 as our risk to reward ratio.
- Tenure of holdings may range between 1 year to 3 year.
- To optimise the investment I following the concept of rebalancing wherever needed.
- This membership is suitable for members having low/conservative risk appetite.
- To uplift the benchmark I consistently maintain track sheet, keeping a record of all recommendations with significant rationale.
Process of Selecting stocks
Key Stock Selection Characteristics
Concentrate largely on mid cap, large caps stocks with high liquidity
strong trend based recommendations
to be readily available at the right bid and ask points
strive to attain short execution time
Key Feature
Philosophy
Investment in multibagger can be treated as a safe investment option but systematic diversification of stock fund and risk management is the key to best practises. I keep an eye on the fundamentally strong scripts that may give rewarding returns in the long term. Sound technical data points are inevitable; I track the most voluminous stocks raring for a significant move up or down.
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The Asset Under Advice (AUA) model is a comprehensive, client-centric investment advisory service designed to provide personalized financial guidance in line with SEBI regulations.
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Before I introduce my project, I would first like to offer my gratitude to all the members on social media for constantly encouraging and supporting me convert ideas into action.
Wealth Matrix
Wealth Matrix is a sophisticated equity investment product designed to guide you through market volatility with confidence.
Quant Matrix
Quant Matrix is an exclusive investment solution meticulously crafted for discerning investors seeking capital growth.
Portfolio Review Services
Portfolio Review Services is a personalized investment analysis offering designed to provide clients with a comprehensive evaluation of their existing portfolios.
Portfolio matrix
The Asset Under Advice (AUA) model is a comprehensive, client-centric investment advisory service designed to provide personalized financial guidance in line with SEBI regulations.
Learning Matrix
Before I introduce my project, I would first like to offer my gratitude to all the members on social media for constantly encouraging and supporting me convert ideas into action.