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 - ` 2500 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 - ` 2500 per Investor per annum for SIP(s) of upto ` 25,000 per month payable upfront.


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