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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 buy/ 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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As part of the platinum package, apart from the buy / hold/ sell recommendation, We will also provide the investor with a portfolio plan designed exclusively for the him based on his risk and investor profile. This will involve selling some of the holdings or moving them to better stocks in the same sector or otherwise. |
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What is Costs |
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| Package |
Fee(Rs.)* |
Validity |
Features |
| Silver Package |
2000 |
2 Months |
Portfolio Recommendation for upto 20 shares |
| Gold Package |
4000 |
3 Months |
Portfolio Recommendation for upto 40 shares |
| Platinum Package |
6000 |
6 Months |
Portfolio Recommendation for upto 40 shares +
Personalized portfolio designed for the investor +
2 Midcap picks per month |
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*Service Tax Applicable |
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Payment Mode:
- Offline Mode: By cheque/ DD favoring PN Vijay Financial Services Pvt. Ltd.
- Online Mode: Click here for details
Extra:
- Apart from the recommendation of the maximum subscribed number of shares, Investor Club members would also be entitled to make five references during the validity period regarding other stocks which they may wish to add/sell.
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