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How it works:
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The investor will send his portfolio details to be analyzed along with the investor’s risk level and other essential information viz; age, income, investment profile (longevity) etc. in the prescribed format. |
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We will do a hold/ sell recommendation for the portfolio based on a proprietary analysis model. The report would be provided to the investor within 2 weeks of receipt of the investor’s original portfolio. |
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What is Costs |
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| Package |
Fee(Rs.)* |
Validity |
Features |
| Silver Package |
2500 |
2 Months |
Portfolio Recommendation for upto 20 shares +
Personalized portfolio strategy designed for the investor +
5 references during the validity period regarding other stocks which they may wish to add/sell. |
| Gold Package |
5000 |
3 Months |
Portfolio Recommendation for upto 40 shares +
Personalized portfolio strategy designed for the investor +
5 references during the validity period regarding other stocks which they may wish to add/sell. |
| Platinum Package |
7500 |
6 Months |
Portfolio Recommendation for upto 40 shares +
Personalized portfolio strategy designed for the investor +
A model portfolio based on his/her risk profile +
5 references during the validity period regarding other stocks which they may wish to add/sell +
2 Midcap picks per month +
20% discount option on availing the PMS service |
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*Service Tax Applicable |
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Payment Mode:
- Offline Mode: By cheque/ DD favoring P N Vijay Financial Services Pvt. Ltd. payable at Delhi NCR
- Online Mode: Click here for details
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