Register for our Exclusive counselling sessions
Why get a portfolio clean up?
Get rid of capital jammers!
Don’t pray for break-even-price, it may never come, instead use the freed capital to buy good stocks to recover the loss and grow your wealth
Tax-loss harvesting and Profit reaping advice to reduce LTCG tax bill
Sounds intimidating? These are strategies used by the rich to get richer and reduce their real vs perceived income gap. It is 0 risk strategy and our research analyst will help you achieve this!
Bring portfolio to ideal size of 12 stocks. Retain only those stocks which are best for YOU.
If you are someone who does not want to take risk with capital, then a risky stock with high reward but low probability of success will not be retained in your portfolio, but a less risky stock with consistent profit potential will be retained.
1-on-1 connect with RA
You get a 30 min on call explanation of the research report to help you grasp the technical jargons, make the your next actions clear with timeframe and logic for your absolute comfort.
A simplified and actionable report with clear cut advice
For each stock in the portfolio will get:
1) HOLD/SELL/ADD MORE
– if the stock is expected to perform well within your holding period – HOLD
-if the stock is expected to decline – SELL
-if the stock is below your entry price and in loss, at the same time if it is not over allocated within the portfolio then ADD MORE to average your price.
2)TARGET/STOPLOSS
Expected short term and long term Target levels
Stop loss level to maintain for risk management
Key support and resistance levels to lookout for
3)RESEARCH SUMMARY
For those with curiosity to know and learn- Short summary of the analysis that went behind each stock in your portfolio
4) PORTFOLIO TRACKER
I will built you a neat tracker on Google sheet and walk you through the usage when you take portfolio analysis. This will have live prices and automatically update the profit loss amounts and percentage, distance from profit and loss, will assist you in capital management in your future holdings.
5) EASY RETAINER
You can avail the portfolio analysis every quarter or 6 months and ensure you portfolio is on the right track to achieve your portfolio goals (additional fee).
6) MUTUAL FUND
This is not limited to stocks only, you can include mutual funds also for analysis. Count one MF as one stock.
Steps to Follows
- Select the number of stocks to be analysed
- Make payment
- Share the following details: Name of stocks, Quantity, Average Cost.
- You can also download your holding report and share.
- You can also download your holding report and send to kavita@exp-invest.in or WhatsApp +919836452228 or Telegram @kavitastockhelp
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