What is it – The model sheet is basically an extension and reflection of our research analysis and the sole purpose of the same is to determine performance of our research analysis on portfolio basis than on individual stock basis. It is basically a Performance measuring tool, similar to say an index.
In model sheet we arrange our recommended stocks on 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
How is it beneficial for you? It helps us and you both in evaluating the performance of our stock research against benchmark indices.
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 SEBI Registered Investment Adviser before following or implementing the same partially or in totality.
Is Model portfolio suitable for you? Well, if you like our research, 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 SEBI registered 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.
We strive for the highest standards of research analysis.
|Subscription Type||Duration||Charges (INR)|
|Alpha & Model Portfolio||12 Months||Rs. 11,900/-|
|Alpha Plus & Model Portfolio||12 Months||Rs. 17,900/-|
Note: The prices are inclusive of all taxes. For various payment options (credit/debit/net banking/cash/cheque)
Note: Instant subscription activation and access to Member's dashboard in case of online payment through the above link.
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 investment 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% 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.