July 22, 2017

Producsts & Services

Product Product Vision/ Product Note Risk Frequency
Muhurat Picks Stock Slection on Technical basis for Diwali – Mahurat day , as it is referred as an auspicious day for investing. Low
Yearly Stock selection Stock Slection on Technical basis for Diwali – Mahurat day , as it is referred as an auspicious day for investing. Low
Special Reports Stock selection based on technical breakout and potential upside/downside of more than 10-15% Medium As and when technical breakout are observed. Avearge every 20 days
Weekly technical Calls Weekly perspective and potential move of 5-7% Medium Weekly
Intraday Purely intraday call and compulsary sqaureoff by 3.15. However, if positions needs to be carry over than message is flashed before 3.15 High Daily
Positional Technical call with 5-10 days perspective and upside/downside movement of 3-5% Medium Daily
AOT Aggressive Overnight Trader(AOT) is for traders who are looking for gaining from next day opening. It is cmplulsory squared off next trading session by 2.45 PM. It can be either long( CASH) or Short (fut) call depending on market sentiment. High Daily
Product Product Vision/ Product Note Risk Frequency
Initiating Coverage This is our primary report product from the Fundamental Research Desk. Through this product we bring forth companies which are future ready and hence poised to see good growth in the coming 2-3 years. These reports aim to highlight companies with sustainable & scaleable business models, dependable management and sound financials. We follow both, a top-down as well as a bottom up approach in identifying investment ideas depending upon the market cycles. Low Monthly
Result Updates/Event Updates Once we have a company under our coverage we prepare regular updates, such as quaterly result updates & any other key event updates, where we feel the information can impact valuations of our stocks under coverage. Low As and when
Light House Light House reports are aimed at sharing a quick perspective on a company where we see a price and value mismatch. These are n’t detailed reports but just a platform through which analysts share a view on a stock where they feel there is still value left on the table for investors. The risk profile for investors looking at these ideas should be medium to high. Medium to High Monthly -1
Union Budget Report This is an information product note which enumerates the key budget highlights and impact on some key sectors and stocks. NA Annual
Product Product Vision/ Product Note Risk Frequency
Daily Performance of All mutual Funds The excel showcases snapshot of all open-ended mutual funds (both debt and equity), with basic fund details, returns and portfolio statistics Medium Daily
Daily Performance of All mutual Funds The excel showcases snapshot of all our recommended mutual funds (both debt and equity) across all categories, with basic fund details, returns and portfolio statistics Medium Daily
FMPs The report provides Information like Fund open and close date, minimum invtm as well as indicative portfolio and yields of all FMPs in the market Medium Daily
Weekly News letter Report covers any weekly news pertaining to the MF industry as a whole, AMC wise as well as any scheme specific news Medium Weekly
Monthly Report It covers outlook on the economy, equity, debt, currency and gold market. Also covers outlook on different categories of Equity as well as Debt MFS Medium Monthly
SIP Report The report showcases returns of recommended Funds for SIPs (includes one-pager of the same). Also covers basic information on benificaials of SIP and provides SIP as well as Financial Calculator. Medium Monthly
Debt Recommendation The report showcases retruns, strategy as well as portfolio information of recommended debt funds across time horizon. Medium Monthly
Industry Update Snapshot of AUM movement as well as inflows and outflows of the MF industry in the Month Medium Monthly
Industry Update It covers detailed movement of AUM, inflows in the MF industry as a whole Medium Monthly
Model Portfolio-Wealth Plus The report has a comprehensive details about the three model portfolios as well as return comparision of the same Medium Monthly
Category Report A Comprehensive report, covering basic information, strategy as well as portfolio details of recommended funds across equity category. Separate report is circulated for different categories Medium Quaterly