• SEBI Registration: INA000019707
As Per SEBI Rules It Is Mandatory to fill the KYC and Risk Profiling form. Investments are subject to market risk Please do not trade on the tips which are not provided through SMS or messengers. Payment should be made in the bank account mentioned in the website. Correspondence should not be accepted if it is not done through registered email or mobile number.
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.

Behind every stock is a company. We are here to find out what it is doing

How Do I Select A Stock?

Stock Selection Perspective

Under the Asset Under Advice (AUA) model, stock selection will be driven by a rigorous approach that adheres strictly to SEBI guidelines. The process will blend advanced technical and fundamental analysis. Fundamental analysis will focus on evaluating company financials, industry trends, and macroeconomic factors, while technical analysis will leverage price action, chart patterns, and indicators to identify potential entry and exit points. Stocks will be chosen based on their growth potential, financial health, management quality, and valuation attractiveness. Sector diversification and portfolio allocation strategies will also play a key role to mitigate risks and optimize returns. Continuous monitoring and timely reviews will ensure that portfolio recommendations remain relevant in dynamic market conditions.

Key Features

  • Designed exclusively for investors with a minimum investment capacity of ₹ 1 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 recommendations 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 recommendations backed by fundamental analysis and technical indicators, with clearly defined entry and exit points for precise execution.
  • Regular assessments of asset performance with actionable insights to optimize portfolio health based on evolving market conditions.
  • Offers secure access to a dedicated performance portal for continuous tracking of portfolio performance and sector allocation.

Pricing

Duration Fee
6 months 1.25 % advance fee based on AUA
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Key Feature

Product Philosophy

The Asset Under Advice model is built on the foundation of transparency and accountability. This service stands as a commitment to ethical, responsible, and goal-oriented investment advisory, upholding the highest standards of trust and integrity as mandated by SEBI. Additionally, I am profoundly grateful to the members who have shown immense support and confidence in this endeavor; your trust is the cornerstone of our collective success.

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 Registration Number: INA000019707
  • 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.”
  • Disclaimers : “Registration granted by SEBI, membership of BSE (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”