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.