Stocks Portfolio Advisory
Only for Accredited Investors and NRIs
Make the Engines of Wealth Creation a Part of Your Portfolio
Building long-term wealth through the stock market requires more than just buying and holding random stocks. It’s about making informed decisions, based on thorough research and a deep understanding of market dynamics. Our in-house methodology allows you to participate as an owner in businesses that consistently create wealth. We design a portfolio of quality stocks, carefully selected to not only beat inflation but also to grow your wealth over time.
Our Stocks Portfolio Advisory service is tailored for accredited investors who are serious about long-term wealth creation. Here’s what you can expect from our approach
Investment Horizon: Our strategies are built with a minimum investment horizon of 5 years. We believe that true wealth creation takes time and patience.
Controlled Risk: We focus on Quality Large and Mid-cap stocks, selected at reasonable prices to balance risk and return effectively.
Rules-Driven, Time-Tested Approach: Our stock selection process is driven by data and rules, ensuring that decisions are based on proven principles rather than short-term market movements.
Minimum Churn: We believe in a low-turnover strategy, which helps in reducing transaction costs and taxes, ensuring that your portfolio compounds over time.
OUR APPROACH
Build a Portfolio Aligned with Long-Term Growth.
Our Stocks Portfolio Advisory service is designed to provide you with a well-constructed portfolio that’s focused on long-term growth.. Here’s what you can expect:
1
Quality Stock Selection
We identify and invest in high-quality large and mid-cap stocks that have a proven track record of performance. These companies are typically market leaders with strong fundamentals and a sustainable competitive advantage.
2
Beat Inflation
Our portfolio is designed not only to preserve capital but to grow it in real terms, ensuring that your wealth keeps pace with or exceeds inflation over time.
3
Quarterly Updates
We provide regular updates on your portfolio, keeping you informed about any changes, the rationale behind them, and how your investments are performing relative to your goals.
4
Six-Monthly Rebalance
Markets evolve, and so do your financial needs. We rebalance your portfolio every six months to ensure it stays aligned with your goals and the current market conditions, optimising performance while managing risk.
5
Minimal Churn
By focusing on a low-turnover strategy, we help you minimise transaction costs and taxes, allowing your investments to compound over time.
Fee Structure
Given the customised nature of our Stocks Portfolio Advisory service, fees are aligned with your specific portfolio requirements and goals. It’s crucial that we have a detailed discussion to understand your needs and align our service with your expectations.
To discuss your stocks portfolio requirements and fees, please contact us directly.
Frequently asked questions
.jpg)
Absolutely. You can use the service to build a portfolio of quality stocks in India. You can use any platform to make the transactions. We will provide timely advice and monitoring for necessary changes as and when required.
Either is welcome. If you have regular cash flows available, you can use that to build the portfolio. In any case, we will assess market conditions and deploy money into stocks accordingly.
No, the Stocks Portfolio Advisory service is focused on building a new, customised portfolio aligned with your goals. However, we can discuss reviewing your existing portfolio as an additional service.
Yes, with accredited investors, we offer the option to work on a profit-sharing basis. This allows us to align our success with yours, ensuring that we are both invested in achieving the best possible outcomes.
An accredited investor is an individual or entity that meets certain criteria set by SEBI, based on portfolio and income thresholds. Accredited investors can negotiate custom terms of engagement with investment advisers or portfolio managers.
FAQ's
Let's Connect
The enigma and attraction of stocks spares no one. If you want to give that additional boost to your portfolio through the power of direct stocks investing, then let’s discuss how you can build and own a high quality direct stocks portfolio - a differentiated offering by Unovest.
Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
See our SEBI Disclosures