We are very happy to inform you that on the back of popular demand and for the benefit of our premium members we have launched Model Portfolio service on 15th Aug’18
Model Portfolio service is being offered only under the following two subscriptions: Alpha & Model Portfolio and Alpha + & Model Portfolio.
Currently, we are offering the above two subscriptions on introductory prices; however the prices will be revised upwards by Rs 3,000/- post 31st Aug’18.
|Subscription||Duration||Charges (before 31st Aug’18)||Charges (After 31st Aug’18)|
|Alpha & Model Portfolio||12 Months||12,000/-||15,000/-|
|Alpha Plus & Model Portfolio||12 Months||18,000/-||21,000/-|
Note: Existing Alpha/Alpha + members can mail us on firstname.lastname@example.org for payment details on Model Portfolio service.
Over the last 7 years or so I have achieved around 34-35% CAGR on my personal portfolio and we have also been sharing stock recommendations with our premium members since mid 2011. Considering several requests from our existing members, we would now like to introduce Model Portfolio service for their benefit.
We also believe, that with the recent market correction, the timing is right from longer term investment perspective.
What is it – The model portfolio service is basically an extension and reflection of our research analysis and a way to determine performance of our research on portfolio basis than on individual stock basis.
Until now we had been offering stock recommendations; however with model portfolio we will arrange those stocks on say an imaginary corpus of Rs 50 lakhs with occasional buy/sell transactions and addition deletion of stocks in the portfolio and share the details across with the members.
It looks something like this:
Note: This is for illustration purpose and not the current model portfolio
Investment objective – Like our research, the objective of the model portfolio will be to create wealth in long run by investing in stocks of easy to understand, well run companies, run by competent management and available at seemingly reasonable valuations. To sum it up, growth at reasonable valuations will be the main objective.
The model portfolio will also consist of occasional participation in special situation opportunities.
The target of model portfolio will be to outperform benchmark indices over a cycle of 3-5 years and generate decent absolute returns on investment.
When investing in stocks, we don’t try and predict the market movements, but do try and prepare ourselves by managing liquidity (surplus cash) in the portfolio and the same will also be done in model portfolio.
How is it beneficial for you? Unlike PMS, the money remains with you and you are free to follow it partially, totally or ignore it completely. Also, the only major objective of model portfolio is to generate decent returns at low risk (that’s what we can market) with minimum churning because we don’t get transaction fees and performance is what we can market.
What it is not? The model portfolio service is an extension and reflection of our research analysis and is in no way a portfolio advisory or buy/sell recommendation for you.
It is basically an information service and doesn’t take into account your personal financial situation or risk profile. Please consult your financial adviser before following or implementing the same partially or in totality.
Is Model portfolio suitable for you? Well, if you believe in our investment objective, look at stocks as partial ownership of businesses, believe in long term wealth creation potential of equities; then model portfolio might be suitable for you.
However, if you are looking for customized portfolio for yourself, want your risk profiling to be done, then this model portfolio may not be suitable for you and you should consult an investment adviser.
Refund policy – There’s zero refund policy for model portfolio service because as soon as you subscribe to the same you will get access to the complete portfolio snapshot.
By subscribing to Alpha & Model Portfolio/Alpha Plus & Model Portfolio, you agree to accept the following terms/conditions:
www.katalystwealth.com (here in referred to as Katalyst Wealth) is the domain owned by Ekansh Mittal. Mr. Ekansh Mittal is the sole proprietor of Mittal Consulting and offers independent equity research services to retail clients on subscription basis. SEBI (Research Analyst) Regulations 2014, Registration No. INH100001690. The model portfolio service is an extension and reflection of our research analysis and is in no way a portfolio advisory or buy/sell recommendation for you. The purpose of model portfolio is to get a tentative performance snapshot on portfolio basis than on individual stock basis.
The model portfolio service is basically an information service and doesn’t take into account your personal financial situation or risk profile. Please consult your financial adviser before following or implementing the same partially or in totality.
The transactions mentioned are not the actual transactions, but take into account the ending prices for the day and ~0.3% transaction charge.
For the purpose of calculation of returns, the surplus cash (cash i.e. not invested in stocks) will be assumed to be invested in liquid funds at around 6-7% return per annum.
There’s zero refund policy for model portfolio service because as soon as you subscribe to the same you get access to the complete portfolio snapshot.