Here is what we offer under our SEBI Investment Adviser Registration INA000013217
JS ROYAL
For Assets under Advice
over Rs 50,00,000
Annual Fees 2.5 % of Value (excl 18% GST)
Bi-Annually in Advance
JS EQUINE
For Assets under Advice
up to Rs 50,00,000
Annual Fees Rs 147,500 (incl 18% GST)
Bi-Annually in Advance
Connect with Gaurav Parikh on +91 9820162597 or [email protected] to explore joining our Fundamental Direct Equity Advisory and to request for the Registration Docket.
Value Service
Clients on our Investment Advisory Service get significant added Value as below largely due to:
- One to One regular interaction with Gaurav Parikh on their Direct Equity Portfolio
- Advice based on their assessed Risk Profile and Asset Allocation, on Core & Non-Core Equity Portfolio Selections with recommended weightages & when to disinvest in part or full
- Advice on tactical and trading strategies in both, SS and non SS Selections, to capture short term opportunities with additional weightage & appropriate switches to maximise Portfolio gains. This advice is worth its weight in gold as it could be, not only a game, but even a life, changer for portfolios. It could be the difference between earning a regular or an exceptional return over a longer period
- Full Access to our SS Scrip Sanctuaries Paid Modules
- Advice on Selective Private Equity Opportunities and recommending strategies in Rights, De-Listing and Buyback Scenarios
- Review of portfolio and an Annual, or if indicated, more frequent Rebalancing Exercise to protect wealth while growing it
While both Plans involve direct interaction with Gaurav Parikh for advising on Portfolios, the JS Royal Plan is for advising on assets over Rs 50,00,000 in value while the JS Equine Plan is for advising on assets up to Rs 50,00,000 in value.
It is indeed a big decision for you to decide on an experienced , reputed and highly skilled Equity Advisor that can serve you well, is accessible at all times and who will protect your interest at all times.
You are therefore encouraged to connect directly with Gaurav on [email protected] or +91-9820162597 to explore joining our Equity Advisory Service .You can outline your Investment Needs and Goals and Concerns and he will guide you whether indeed they can be honesty addressed by us well and if so which Plan you would need to join.
Do remember though, that while we shall endeavour to add value to you, we cannot guarantee any returns in Equity.
