WHY LONG TERM INVESMT GROWTH PLAN
Long-term investment growth plan is all about wealth creation.
There’s an almost constant investment push-pull going on between safety and growth. Safety offers protection of principal, but not much future potential. With today’s interest rates, safe investments can lose money through inflation.
That’s where growth becomes necessary. It has risks, but the best long-term investments will overcome those risks, and grow your money many times over. It’s about building the kind of investment portfolio that will provide you with income for later in life, and for the rest of your life. That could be retirement, or sometimes sooner.
But it can only happen if you create the amount of wealth necessary to provide the level of income you need to live.
Long-term investing means accepting a certain amount of risk in the pursuit of higher rewards. This generally means equity type investments, like stocks. It tends to be the best long-term investments because of their potential for capital appreciation and low costing.
It needs to make up the bulk of your long-term portfolio allocation.
We follow 4 key stages of screening potential Growth Plan stocks-
The Growth Plan research team uses a number of proprietary screening tools to shortlist stocks that meet the parameters of having fundamental strength while being available at the right ‘buy’ point.
The Growth Plan research team undertakes rigorous fundamental analysis of the shortlisted potential premium stocks. These potential valuation outliers must meet parameters such as earnings growth, profitability parameters, management experience and competence, return on equity benchmarks, competition analysis, etc.
The stocks that meet fundamental parameters are further filtered through technical parameters in order to ascertain the right ‘buy’ point indicating a good entry price range, which will ensure meeting projected profitability within the given time frame.
Stocks that meet The Growth Plan research team’s criteria are recommended to our clients. These stocks are actively monitored till the positions are open.
Set of rules to create your investment on growth-
o Buy and Rotate Strategy beats Buy and Hold strategy.
o Every Bull Market has a Different leader; we find the leader in every bull and bear market then stick to it.
o We always buy sectors with high expected sustainable growth.
o The more market believes in the longevity of growth, the more valuations the stock get. Longevity is often the mispriced portion in Capital markets.
Service Features :
10 stocks portfolio.
10 to 20 stock recommendations in a year.
20 - 40% allocation in the first month and remaining gradually,? ?according to the market cycle over the year.
Recommendation will be in equity market only. .
Investment period from 6 months to 3 years.
The stop-loss is limited to the maximum of 20%-30%
Timely market and stock related news information update if required.
Research report, news latter with track sheet.
Recommendations will be provided via SMS or mail.
Risk profile assessment.
Dedicated wealth creation counselor to handle the quarries.
Quarterly review of the portfolio and queries resolution related to market and stocks through direct assistance of Research Analysts.
Investment
Below 25 lacs
1 Year Plan
Plan1
Plan2
Plan3
Plan4
Plan5
Annual Fee(% of AUM)
5%
4%
3%
2%
1%
Hurdle Rate (Annual)
20%
15%
10%
7%
0%
Profit Sharing % Above Hurdle Rate
25%
25%
25%
25%
25%
Investment
25 lacs & above
1 Year Plan
Plan1
Plan2
Plan3
Plan4
Plan5
Annual Fee(% of AUM)
2.50%
2%
1.50%
1%
0.60%
Hurdle Rate (Annual)
25%
15%
10%
7%
0%
Profit Sharing % Above Hurdle Rate
20%
20%
20%
20%
20%
Investment
25 lacs & above
3 Year Plan
Plan1
Plan2
Plan3
Annual Fee(% of AUM)
9.5%
7.5%
5.5%
Hurdle Rate (3 years)
90%
60%
30%
Profit Sharing % Above Hurdle Rate
20%
20%
20%
Demo Calls: :
Demo calls are mentioned just to make you aware of the pattern of the advice. Number of calls and risk reward can be vary as per market scenario. Investment in securities is subject to market risk. Terms & Conditions apply.
