Overview

Portfolio matrix ( Asset under advice)

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. This model focuses on offering unbiased, research-backed advice on managing and optimizing clients’ existing equity portfolios and other financial assets without engaging in product distribution or execution services. The service is structured to align with clients’ financial goals, risk tolerance, and investment horizons while adhering strictly to SEBI’s fiduciary and compliance standards.

Key Features

• Designed exclusively for investors with a minimum investment capacity of ₹ 5 crore, offering a focused & data-driven investment experience.
• Exposure to selected stocks from both Quant Matrix and Wealth Matrix, blending high-growth opportunities for optimal performance. No additional subscription is required.
• Personal portfolio review services with strategic guidance once a year. No additional subscription is required.
• Long-term stock investment advice focused on sustainable wealth creation, based on technical, fundamentals, liquidity, price action and macro data.
• Offers a customized investment approach that integrates balanced and aggressive strategies.
• Provides well-researched equity investment advice based on a blend of fundamental and technical analysis, aimed at helping clients make informed investment decisions.
• Regular assessments of asset performance with actionable insights to optimize portfolio health based on evolving market conditions.
• Clients will have access to a secure advisory dashboard for monitoring their advised portfolio allocations and sector exposures.
📌 Disclaimer: “The securities quoted are for illustration only and are not recommendatory.”
📌 Disclaimer: “Sector examples mentioned are purely illustrative of coverage and are not recommendatory in nature.”

Disclosures

• Name of the IA as Registered with SEBI: Ayushi chauksey adviser Pvt. Ltd.
• Registered Office Address: 801 synergy business park, stellar management and Teloz spaces , Sahkarwadi Sahakar BHD Virwani INDL Estate,near metro railway station, Goregaon East, Mumbai, Maharashtra, India, 400063
• Contact Number: +91 79001 93068
• SEBI Registered Investment Adviser (RIA) Number: INA000019707
• SEBI Registered Research Analyst (RA) Number: INH000021687
• Trade Name of IA: Ayushi chauksey adviser Pvt. Ltd.
• BSE Enlistment Number: 2224
• CIN: U66190MH2024PTC424793
• Standard Warning: “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
• Disclaimer: “Registration granted by SEBI, enlistment as IA with Exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors”.