Long Term Investment
Product Details

A product designed for medium to long term investors who are looking for a strategy which can beat index returns over the time. It is based on core fundamentals of securities.

Stocks will find entry into the portfolio based on analysis of growth outlook, discount at which the stock is trading relative to historical valuations as well as the overall markets. This portfolio will have sectorial shifts over a period of time where particular sectors might not be owned at all if valuations are too high or outlook is negative.

What You Will Get:

There will be 12-15 stocks in the product.
Combination of Small, Mid and Large cap 40,30,30 percentage respectively.
Quarterly updates will be there with quarter rebalancing.
Holding period from 18 months to 36 months.
Segment diversification will be there.

Trading Rules:-

Do not trade without Stop loss order ever.
Always trade in suggested quantity by company in messages.
Do not average / Hedge the position without our guidance it can double your risk.
Don’t take loan or borrow money from anyone and trade in stock market.
Always take risk of your spare capital only.
Don’t be emotional or greedy while trading. Always take profit home whenever you see good profit.
Don’t force your Relationship Manager to provide frequent trades because it may spoil quality of trades.
Don’t panic in case of any reverse situation because ups and downs are part of market and hold your position with proper Stoploss.
Trading or Investment should not be a primary source of income. Stock market trading or investments are subject to market risk so don’t depend on this earning.