Market Data

2 New Services: Portfolio Creation n Maintenance AND Equity/ETF SIP Advisory

Portfolio Creation n Maintenance

Suitable for investors looking at investing a lumpsum amount between 25,000 and 100,000 in stocks.
Based on your risk appetite, investment horizon and actual investment amount, Raghav's Picks will suggest the portfolio of stocks, funds , ETFs and their respective weights in the portfolio.
The portfolio will be monitored by us on a weekly/monthly basis and you will be advised to rebalance / churn the portfolio as and when the predetermined mandate requires.
All the stocks, funds, ETFs will be held in your name in your demat / trading accounts and Raghav's Picks will only proactively monitor and advise you.
Charges -  1000 per portfolio (of upto  100000) per investor per annum payable upfront.

Equity/ETF SIP Advisory

Lately SIPs in stocks and ETFs have been made possible with offline as well as online brokers.

Equity/ETF SIPs allow you to invest a fixed amount every day/week/month in your choice of stocks/ETFs.

Most online and offline brokers offer this facility to their trading clients.

However, most investors who have interacted with Raghav's Picks, find themselves at a loss when it comes to choosing the stocks or ETFs as in most cases, their monthly investment amount is never more than 10,000 a month, which shrinks the choice of stocks / ETFs considerably.

Here is where Raghav's Picks comes in - based on your monthly investment amount from 10,000 to upto 25,000 & Investment Horizon and Risk Appetite, we will help you choose the stocks/ETFs to SIP into.

Again, the stocks/ETFs so accumulated will be monitored on a weekly/ monthly basis and any churning / rebalancing required to adhere to the predefined Investment Mandate will be communicated to you.

All the stocks, funds, ETFs will be held in your name in your demat / trading accounts and Raghav's Picks will only proactively monitor and advise you. If you require any help / assistance with opening trading & demat accounts, we would be there to guide you for the same.

Charges - 1000 per Investor per annum for SIP(s) of upto  25,000 per month payable upfront.


BankKotak Mahindra Bank
Account NameRaghvendra Narendra Dhoot
Current Account Number76 11 41 00 68
IFSC Code for NEFTKKBK0000958
BranchNariman Point,Mumbai
Cash DepositPossible with ₹ 120 extra
GooglePay / PayTMMobile # 96199-24566
IMPSMMID - 9641451 linked to Mobile # - 96199-24566
UPI9619924566@okbizaxis  

Please mail me the payment details along with your Name & Mobile & PAN (incase of cash deposits) to RNDHOOT@GMAIL.COM      

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