Momentum Investment Plan

Momentum Investment Plan is designed keeping in mind short to medium term investors with an investment horizon of less than a year. We would give Calls on Ideas only where there is High Probability of disproportionate Returns. While we restrict the number of Ideas, we make sure the Quality is maintained for our Clients to make Profits on them.

Suitable For

• This service is suitable for medium risk short to medium term investors/ working professionals/ HNI’s/ NRI’s who are looking for quarterly returns of 15-40% from their equity investments with no Leverage to achieve their short and medium term financial goals.

Features

• This package is for Active Investors who would like to Profit from various Market Opportunities.
• With a wide Range of Calls across various Timeline and Investment styles, the Package would give the best 2-4 Calls in a month where each call will have the potential to give returns in the range of 10% – 100%.
• We would use Pyramiding strategy (Averaging Up – doubling or trebling positions) on Momentum picks. We would also be working with Trailing Stop Losses (Dynamic adjustments based on stock movements) and Rolling Targets. This allows us to Ride the rallies without pre-mature exits.
• All recommendations provided in fundamentally strong high liquidity stocks.
• A short 4-6 pages report will be provided with each recommendation.
• Maximum 5 open positions at any point of time
• Holding period of recommendations can vary from a minimum 3 weeks to maximum 6 months
• One can expect 15-40% quarterly returns and a return of 10-100% in individual stock recommendations.
• Research Associate Support to ensure timely entry and profit booking.
• Proper Follow Ups & All Important Market related News & Market Information time to time 

Working Process

• You will be working directly with a Senior Research Associate who will make sure that your investments are on track by ensuring that you are carrying out changes in your portfolio as and when advised.
• Your capital will be divided into 4 equal parts and profit booking will take place on regular intervals.
• Maximum 3-6 transactions in your account on monthly basis.
• You will receive SMS/Email alerts with entry/exit/SL for all the calls as and when they are generated. SMS/Email will be provided for BUY/HOLD/SELL.
• You will receive Email Update also, which will contain a portfolio with all the open position, money management and chart/report specific to the calls provided. These updates will be very important and advisable to follow strictly.