Here is what we offer under our SEBI Investment Adviser Registration INA000013217
Two Plans under our Exclusive Direct Equity Advisory Service for Investors
For High Networth Individuals and Entities
Annual Fees Rs 5,00,000
(includes 18% GST)
Our Standard Service
Annual Fees Rs 1,50,000
(includes 18% GST)
- Download Registration Docket
- Fill the Registration and Investor Risk Profile sections (Pages 5 to 10)
- Make online payment as per instructions in Docket
- Email scanned copy to [email protected] along with details of payment
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 strategies 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 20% or a 200% return in a year in the portfolio or an acceptable 15% CAGR or double that at 30% CAGR 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 that aggregate Crores in Value while the JS Equine Plan is the standard plan for smaller portfolios
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.