MID TERM INVESTMENT PLAN

These are tactical bets as well as arbitrage opportunities also. These rare but sure shot money making agenda, which we made it incredibly possible in the past also for the investors and traders.

Here We generate 12-15 opportunities in a year with expected return of 25% -40% from the market with the holding period of 2-4 months. This package is for Active Investors who would like to Profit from various Market Opportunities..

Provizia is suitable for-

  • Investors who don’t want to hustle in trading but want regular return on 3-6 month holding period.
  • Who are ready to take low risk and want to book profit of 25%-40%.
  • Investors and traders who are interested in speculation and want to play on Big events.
  • It is specifically created for Investors/ Traders who would like to earn strong Returns with no Leverage over a Medium-Term Investment horizon.
  • Investors who want to know the entry and exit tricks in well researched calls.

Provizia Plan – Unique Features :

We would give Calls on Ideas only where there is High Probability of disproportionate Returns. While we restrict the number of Ideas, we make sure the Quality is maintained for our Clients to make Profits on them. Our Bulls Eye calls can be classified under the following sets,

  • Special Risk Free Arbitrage Opportunities ( Open Offers, Delisting, Rights Issues etc).
  • News Flow based Intelligent Speculation (Acquisition, Mergers etc) when Odds are in your Favor.
  • Mis-Priced Investment Opportunities with Clear triggers providing High Risk-Adjusted returns.
  • Early Tactical Positioning ahead of Significant Events/ Triggers affecting a Particular Stock.
  • Active Investing with Special Insider Inputs on Stocks/ Sectors in Strong Momentum.
  • Turn-Around Stock Ideas with clear Re-rating potential in the Medium Term.

Our Key Focus Area:

Tactical Positioning in Markets are very important. Investors must know when to be Overweight on different Sectors, Stocks to play a specific theme etc. Also Speculative Investments/ Trading should be done on Well Researched Ideas. Active Investing involves analyzing Markets consistently and looking for opportunities. Few important stuff required for this are :

  • The Sectors which are expected to do well and are in Momentum.
  • Important Events/ Triggers for the Market or particular Stocks.
  • Selection of Best Stocks to Play broad Macro Themes and Proper Allocation limits.
  • Have a Proper Entry Strategy along with Accumulation Timeline.
  • The Exit rules of the strategies along with regular updates.
  • Profiting from Special Situation Ideas emerging in Markets.

 

Payment Details:

DURATION

6 MONTHS

1 Year

AMOUNT

Rs 15000/-

Rs 25000/-

For More Information Call Us : +91-8553585156 (24X7)

LONG TERM INVESTMENT PLAN

Multibagger plan is suitable for those investors who are Bottom-Up Value Investors, Our research team is expert in finding out the hidden gems of market which c be hold for 5-10 years and have the potential to become multibagger. Here we generate High Quality Consumption Idea which will continue to deliver strong returns going forward too.

Suitable for:

  • Investors who don’t gamble and count their investments daily
  • Investors who dont want to indulge into market dirctin prediction and looking for a great business
  • Long term holders with minimum holding period of two year
  • Intelligent investors who have the ability to hold and buy stocks in market corrections
  • Customers who want be part of our long term wealth creation process

Features of Multibagger Plan

  • This package simplifies your stock market investments with the recommendations covered across different industries and investment style.
  • The package recommendations will have detailed and simple to understand research reports andVideo explanatory which ensures that our thought process reaches the common man.
  • Our business focused research in finding value pickers, bargain hunters and high potential performerswill allow you to be part of great investors and companies
  • Periodical reports and alerts on our recommendations will be sent to you to serve efficiently in terms of accumulating and exiting the ideas
  • A dedicated research analyst will always assist you in helping and resolving your quarries and ensure that your investments are in safe hands.

Package Offerings:

a) Existing Portfolio Review:- Thus to create a strong base for your portfolio, we will review your existing one and give our views on the changes you should make accordingly.

b) Monthly recommendation:- We will provide a highly potential MULTIBAGGER recommendation every month. Most of the recommendations will be from highly potential and fundamentally sound mid cap stocks, which have not yet been discovered by market participants. Recommendations will be sent via sms and email.

c) Detailed research report:- Each recommendation will be provided along with a detailed research report of the stock, including various details like balance sheet, corporate governance, cash flow, sectorial analysis, business overview of the company etc..

d) Flashback report:- We will send a flashback report on quarterly basis to keep you updated of the changes you should make in your portfolio according to market conditions.

Focused Area During Selection Of Stock:

  • Strong economic moat and competitive advantage.
  • Good balance between value and growth. We are not going to be investing in value if we do not see any sign of growth. we are not going to be investing in expensive stocks even if there is growth, if it is not justified by the right kind of valuations.
  • High Return on Equity (ROE), Return on capital employed (ROCE) and healthy balance sheet.
  • Low or zero debt. Debt to equity ratio should be less than 1.
  • Business that have the potential to grow at the rate of minimum 20% or more in    the coming years.
  • Consistent profit growth for at least last 5 years and good earning visibility in future.
  • The stock should be traded at reasonable valuation.
  • Quality and experienced management with good past track record and execution capability.
  • Good Corporate governance and shareholder friendly management.
  • Important Events/ Triggers for the Market or particular Stocks.
  • Selection of Best Stocks to Play broad Macro Themes and Proper Allocation limits.
  • Have a Proper Entry Strategy along with Accumulation Timeline.
  • The Exit rules of the strategies along with regular updates.
  • Profiting from Special Situation Ideas emerging in Markets.
  • The Sectors which are expected to do well and are in Momentum.

Payment Details:

DURATION

6 MONTHS

1 Year

AMOUNT

Rs 10,000/-

Rs 15,000/-

For More Information Call Us : +91-8553585156 (24X7)

INSURIZON PMS PLAN

Insurizon PMS plan is suitable for those clients who are looking for set 12-15 best hidden gem multibagger stocks of different different sectors with best in class research report…

Following are the Criteria of our Portfolio Management services:

  • Clients who have Equity Portfolio Value (or) Capital for Investment of over 5 Lakh Rs.
  • Investors who is looking for a diversified  portfolio with the proper balance of large and mid cap stocks
  • Clients who want an Integrated Financial Solution across asset classes to achieve their Goals.
  • Investors who want to build and maintain Portfolio taking into account their existing Portfolio, Risk Profile, Cash Flows and Financial Requirements.

Special Benefits:

  • Access to Sublime’s research person, Who is having many years of experience in Equity Research. You will interact with them directly for all your investment queries.
  • PMS Program will provide you detailed reports, recorded discussion of the ground level analysis like management conference calls, discussion with distributors, retailers and various other details which are crucial for the coverage of each and every angle of the recommendation.
  • Organised capital and target structure will be followed. Your service will be at par with the target amount of 2X of your invested capital and till then we will providing our support.

 PMS INVESTMENT PROCEDURE:

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Step By Step How It Works:

Step-1 [Councelling] – A dedicated analyst who is assigned to you will do a counselling where in your risk profile, your goals, your investment plan etc will be discussed and will do 1 time health check-up of your portfolio.

Step – 2 [Portfolio Design] – New stocks will be added in your portfolio. These new stocks will be apart from your existing good stocks. We will advice you which stock to buy and how much, what price and when etc You will be advised on the portfolio stock allocation and cash allocation % etc.

Monthly Activity – Next month onward, you will receive max 1 update report per month on portfolio. If any stock is added or sold from the portfolio, you will be informed through email and SMS alerts to your cell# so that you can make the changes as per the instruction given in the report. During first few months, we will personally call and advice you to make the changes so that you will get use to the process followed. You will receive month end update on Portfolio which will cover update on your portfolio stocks like quarterly results, announcements etc.

Focused Area During Selection Of Stock:

  • Strong economic moat and competitive advantage.
  • Good balance between value and growth. We are not going to be investing in value if we do not see any sign of growth. we are not going to be investing in expensive stocks even if there is growth, if it is not justified by the right kind of valuations.
  • High Return on Equity (ROE), Return on capital employed (ROCE) and healthy balance sheet.
  • Low or zero debt. Debt to equity ratio should be less than 1.
  • Business that have the potential to grow at the rate of minimum 20% or more in    the coming years.
  • Consistent profit growth for at least last 5 years and good earning visibility in future.
  • The stock should be traded at reasonable valuation.
  • Quality and experienced management with good past track record and execution capability.
  • Good Corporate governance and shareholder friendly management.
  • Important Events/ Triggers for the Market or particular Stocks.
  • Selection of Best Stocks to Play broad Macro Themes and Proper Allocation limits.
  • Have a Proper Entry Strategy along with Accumulation Timeline.
  • The Exit rules of the strategies along with regular updates.
  • Profiting from Special Situation Ideas emerging in Markets.
  • The Sectors which are expected to do well and are in Momentum.

Payment Details:

DURATION

1 Year

3 Year

5 Year

AMOUNT

Rs 20,000/-

Rs 35,000/-

Rs 55,000/-

For More Information Call Us : +91-8553585156 (24X7)

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