The services will be purely investment advisory in nature, as prescribed by the regulator, SEBI, from time to time and will be direct to a client model in an account which you may open in your name if you wish to take execution assistance. The account so opened will be with IIFL, a Mumbai based company which provides demat and trading account for our customers at a delivery brokerage of .02% for each delivery trades. We dont have any sharing arrangements with IIFL.

IIFL Securities Limited (Formerly India Infoline Limited) has a legacy of about two decades in retail broking and financial product distribution.It is one of the largest independent full-service retail and institutional broking house in India. . For more information on this company, you can check on https://ttweb.indiainfoline.com/Trade/Index.aspx

Each customer will be categorised based on a questionnaire that he or she answers. Apart from this, factores like capital allocation, investment horizon, age, job profile, dependents and other investments will also be analysed. Based on this a stock allocation covering large caps, small and mid will be done,apart from emerging quality companies in all segments. Risk appetite of customers as disclosed will also be factored into this model.The recommendations are done based on advanced technical tools combined with fundamentals of each stock, while factoring the risk reward of such investments.

Endeavour will be to give an unbiased recommendation based on the above factors to help create wealth over a period of time, to meet the goals and aspirations so set by each. In doing so the Advisor will chart out and recommend entry price, exit price and also a stop loss for each recommendation which comes from him. The capital allocation for each recommendation by way of either amount or quantity will also be recommended. These recommendations will be sent by way of text message/ mails on the registered details of each customer separately, based on which investor will have to approve the advice and place the order on the exchange directly through the online platform, These recommendations will be recorded at the Advisors end in line with the regulatory and compliance guidelines from SEBI or any other regulator, from time to time.

An advisory fee of 2% p.a of the Assets Under Advice (AUA) will be charged, billed and debited to your account at the end of each calendar quarter. The minimum investment capital will be Rs.10 lacs and the calculation of the AUA will be the average of the daily balance portfolio value.There is fixed fee option also available for customers