Market Star - Financial Success For You

Investment Advisory Services

In addition to offering insurance and financial planning services, we also offer investment advisory services. As part of our investment advisory services we help our clients to have a model portfolio or be as close as possible to a model portfolio that we ourselves are using for our investments which we believe has the highest return potential over a 6 to 24-month period. We are planning our investments typically on a 12 to 60-month period and the targets that we plan are invariably from 6 to 24 months.

We understand that many of the investors worldwide already have their brokers and investment accounts in place already so we are perfectly happy to share our investment advice, our investment research that we are doing on the ground talking with the companies, evaluating their growth prospects, profitability prospects and also various other factors and our model portfolio factors all these details. So our model portfolio would have anywhere from 25 to 30 stocks.

The details matter because the way we do the allocation of the portfolio between these 25 to 30 stocks is what will really decide the level of return and the risk. What we have consciously chosen and we prefer to work with is stocks which are not very expensive. We want growth stocks but we do not want expensive stocks where the price by earnings is already run up significantly where there is no room for either further appreciation or which basically means that there will be very few buyers to buy the stock from us if the company did not really posed further very good growth and that’s a likely scenario given that we haven’t come out fully into a out-of-the-weaker economy.

So one has to be very careful in the selection of stocks going for growth but going where the valuation has not really factored all the growth and it takes a research of over 500 plus companies to be able to see few such companies where the growth has not been priced in yet and our conviction on such selection has paid off in the past when we have chosen stocks which were at much lower valuations and today just in a span of 12 months they are three to four times the price at which we first made a buy call on those stocks.

So one can always say that the same has happened maybe for a stock which is over-valued but what we have seen is that when the markets correct, the overpriced high P/E stocks are the first ones to come down crashing and it’s a fact that it is because there are very few takers for a stock which is very overpriced. However, you will always find a lot of buyers for stocks which are at a low price by earning because the earning is available for cheap and so that’s the reason why we focus on acquiring stocks and companies which are not overvalued because there we have the room of error because even if we make a mistake in selection we have not overpaid and hence our risk is less.

This is a fundamental concept that we have used in our investments and we will use that as a central guideline for our portfolio – never to pay too much for acquiring a stock and that lines with our philosophy that we will not be chasing prices as they are shooting up. There are many times we will see in the market some stocks will run up 20-30% within a few sessions along with huge volumes. It’s a case where we often would stay away, unless the valuations are really improving with clear visibility of higher earnings. In many cases, if we can be patient for a while, we can get a better purchase price.

So the investment advisory service that we offer gives you the portfolio and a portfolio update on a monthly basis. We don’t think you will need more than a monthly update on the portfolio because the portfolio that we share will have the buy and sell targets whenever they are reached and you would have some targets even for a 6 to 24-month period and you can plan your buying and selling according to that.

In fact as investors for the longer term we are always happy to see prices fall down. In fact very rarely we get those chances but we are very happy to see lower prices on the stocks in our portfolio because they just make them that much more attractive for us to buy and if we were to see opportunities where anyone of our portfolio stocks is really becoming very cheap we will come out with a separate email or a phone call communication to you saying that this is a special opportunity to acquire more of this stock at a very good price.

So our investment advisory service is available to any investor worldwide. We believe that India as an investment destination is very strong now as well as for the next 5 to 10 years and we will see increasing influence of capital from across the world into the Indian market as we are seeing already.

So you can benefit from our ground-level research as well as our own portfolio that we very carefully manage and maintain. This is the portfolio that is going to deliver superior returns and that’s meant for that. However, it is a portfolio that will deliver over time so if your requirements are just one week, two weeks or four weeks, we cannot tell where the market will go in such a short duration. In fact very few people can tell with any level of confidence and we don’t have that confidence and we don’t claim to have that confidence either that where the market will be in two or four weeks.

However, for the stocks that we work with and the companies that we have chosen to invest in, we believe that they are all very successful growth companies and over a one to three year period or one to five year period they are going to deliver very good returns on their stock prices and it’s just a matter of how we hold them and how we even buy them at discounts when the market gives them to us.

So we hope you will benefit from our advisory service and we look forward to hearing from you.

Investment Advisory Services | Financial Planning Services | Insurance Products | Regulatory Compliance Services