Yes. JSAAPL is registered as a Research Analyst as well as an Investment Adviser with SEBI
No. JSAAPL is not registered with SEBI to offer Portfolio Management Services (PMS)
JSAAPL offers FUNDAMENTAL Research Analyst & Advisory Services in Direct Indian Equity. It also offers Mentoring & Training in Direct Equity Research through Workshops & Webinars & One to One Mentoring .It does not advice on Mutual Funds
Research Analyst Service ~ Clients subscribing for this will be conveyed only the Fundamental Equity Selections under our SS 1 to SS 4 Stock Select Series depending on which Plan they join on the Scrip Sanctuaries. These Plans currently are priced at Annual Fees from Rs 20000 to Rs 50000 inclusive of aggregate GST of 18%. For the full SS 1 to SS 4 Selections the Annual Fees are discounted at Rs 125000. Clients will not be personally guided on each recommendation
Investment Adviser Service ~ This is strongly recommended for those seeking to add significant more value through :
- One to one direct interaction on their Direct Equity Portfolio with Gaurav Parikh
- Construction of Direct Equity Portfolio and optimum positioning based on assessed Risk Profile and Asset Allocation, of Core & Non Core Equity Portfolio Selections with recommended weightages & when to disinvest in part or full
- Advise, at times, on short term tactical strategies with additional weightage & appropriate switches to maximise Direct Equity Portfolio gains
- Advice on Trading & Arbitrage Opportunities
- Advise on Private Equity Opportunities
Currently there are two Annual Plans on offer at Rs 150000 and Rs 500000 inclusive of aggregate GST of 18%
No. All are Annual Advisory Plans and Fees are Non Refundable.It would be fair to assess our performance over at least one year, preferably three as our approach is fundamental and for alpha wealth creation over a long period of time. We don’t recommend trading in and out o f markets frequently.
No, if they are seeking a high frequency of ideas on a daily or weekly frequency.
Yes. Although the core Investment Philosophy is Alpha Wealth Creation over a long period of Time of at least three years based on a Fundamental Approach to Selection of Portfolio Scrips,Traders will find it easy in translating our fundamental ideas into their short term operations.
However our experience has shown that they tend to exit with minimal gains or loss when holding on would have created much more alpha wealth for them.
Traders tend to focus and follow the Technical Analysis approach which by design breeds a lot of ideas for trading, even intra-day. We do not follow this approach and therefore our service will not meet the needs of those who seek daily or weekly ideas from us on this basis
This would be ideal and Gaurav would love if this was possible! However only Clients who join the Investment Advisory Service will have direct access to Gaurav.
No. Though it would be natural to do so. You should also checkout what has not worked. We showcase all.
No. Though it would be natural to do so. You should also checkout what has not worked. We showcase all.
You be the judge. Though it is difficult to set peer comparison benchmarks, the proof is in the Pudding. We are known for a contrarion approach and many of our Equity Portfolio Selections over the past years have become huge multibaggers and propelled portfolios into the realm of Strong Alpha Returns. Mercator, Matrix Labs (now delisted by choice), Wipro, Tata Elixi, Astec Lifesciences, are some instances. Though we do have a tough time convincing clients to remain invested or even buy in chaotic and bearish years.
JSAAPL conducts both, ‘Open to the Public’ Workshops as well as Exclusive Workshops, often customised, for private groups.
This is a premium value personal mentoring service conducted by Gaurav Parikh over several sessions in person or by video that stretches over three to six months . It could be for an individual or for small groups. The Service serves best young finance and software professionals who want to become upwardly mobile in their careers. It is also great added value to those who want to skill themselves to run their Family Portfolios or set up Equity Advisories themselves.
