ANALYSE WEALTHWYSE ..the Absolute Return Portfolio!

ANALYSE WEALTHWYSE

..the Absolute Return Portfolio!

INTENT

 

Investing in top QUALITY stocks with potential for exponential GROWTH, technically TIMING the entry to reap maximum REWARDS at lowest risk.

 

Let the Master create, build and help you manage your portfolio. Get the best entry & Exit levels.

 
 

PORTFOLIO COMPOSITION

 

Equities:                      60 - 80% of Portfolio

Cash:                         20% of Portfolio

 

GUIDELINES

  • Investment recommendations to be executed at your end in your personal accounts.
  • Duration for calculation of returns will be 1 year from the date of 1st recommendation.
  • Notional Portfolio Value for calculation of allocation & profits will be Rs.10 lacs.
  • Portfolio will comprise maximum of 20 stocks.
  • Minimum allocation of at least 3% - 6% in any 1 stock.
  • All investments will be based on sound Fundamental and Technical rationale.
  • Leverage would be maximum 20% of the Total Portfolio.
  • The portfolio will not track any Benchmark Indices like Nifty / Sensex.
  • Target Calculation to be on absolute basis.
  • Majority of the trades will be with a delivery perspective.
  • Every entry in any new stock will be supported by a small note - Technical / Fundamental.

 

INVESTMENT SAFETY CHECKS

 

FUNDAMENTAL CHECK:

Investments to be made only in fundamentally sound stocks. 

TECHNICAL CHECK:

Use of Proprietary Technical Indicators 

SPECIAL SITUATIONS:

Small exposure in companies in case of:

  • Open Offer
  • Buy Back
  • Delisting

 

EXPECTED RETURNS

 

20%-25% p.a. will be the Expected returns on Portfolio (Excluding Brokerage &  taxes).

 

RISKS & CONCERNS

 

As investments in Stock markets are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme will be achieved.

We will try to minimize the erosion in the Portfolio value (if any) by maintaining live mark to market checks.

 

CONSULTANCY CHARGES

 

Rs. 9,999/-  inclusive of all taxes & charges.

 

 
 
To Subscribe contact Kazim - 9821237002 / Asif 9833666151 or send an email toanalyseindia@analyseindia.com

                                                                                  

36 Comments

  1. smit
    April 5, 2012

    Hi Nooresh Sir,

    How Much Capital is Required for this plan?
    And All ur Charges are maximum 9999/- ? (excluding brokerage) ???

    Reply
    1. nooresh
      April 7, 2012

      Hi Smit,

      The capital can be any amount. But i would believe a minimum of 2.5 lakhs.

      Reply
  2. parag b patel
    April 5, 2012

    m interested in this product ANALYSE WEALTHWYSE pl call me on 098255 67444

    Reply
  3. Gandhe srinivas
    April 8, 2012

    Dear Sir

    Please share your view on Skumars for next 1 week and 3 months.

    Thanks for your recomedations off course not made money but definetly learning lesson and lost substantial amount so in process(Hoping) of recovering the amount from this script

    Reply
    1. nooresh
      April 8, 2012

      Hve a positive view on the stock

      Reply
  4. a
    April 9, 2012

    Holding 75 hinduja ventures @ 350 from 1 year .. Should I hold or switch to some other stock

    Reply
    1. Nooresh
      April 10, 2012

      I would suggest to hold for some more time. Book at 450 or higher.

      Reply
  5. vritika
    April 10, 2012

    sir,is reliance good for accumulation for three months.

    Reply
  6. gandhe srinivas
    April 10, 2012

    Dear Sir

    Holding the infosys futures @2858 Please advise.

    Reply
    1. Nooresh
      April 11, 2012

      2700 is an adding point for traders on it. If scared buy some put to hedge

      Reply
  7. E,MURUGAVEL
    April 11, 2012

    Dear Sir,

    I have subscribed for ur mails long back.I trust ur recommendations and other details about the markets also.As a i am a tiny investor I cant able to pay the fees this much. So i feel i am unlucky. Than Q for serving other investors and I wish all the subscribers whole heartedly.

    Regards,
    MURUGAVEL.E

    Reply
    1. Nooresh
      April 12, 2012

      Hi,

      Keep reading the blog for your trading and investment decisions.

      Thanks a lot for your kind words.

      Wish you luck too.

      Reply
  8. G.NAGAMANI
    April 11, 2012

    Sir,

    Do you have any time limit for the investing period for this fees? I mean that whether you will recommend for a period of time like 1 year,2years….. like this or like a life term ?

    Reply
    1. Nooresh
      April 12, 2012

      Hi G Nagamani,

      Majority of the stocks would be of investment grade. Will use technicals to time entry points and money management to book partial profits.

      Its a 1 year charges and portfolio would be run for next 1 year.

      Reply
  9. MURAD
    April 12, 2012

    Hi Nooreshji,
    how much returns expected in 1 yr in % wise.& this product cover technical & intraday calls also or purely investment based?

    Reply
    1. Nooresh
      April 12, 2012

      Hi Murad,

      The calls are with medium to long term view.
      It will be a mix of fundamentals and technicals but focusing on low risk opportunities.

      Reply
  10. Md Jamil
    April 14, 2012

    Analyst can trace as many as stock he like but How much stock should a trader follow ?

    Reply
    1. Nooresh
      April 16, 2012

      Hi Jamil ,

      In the Investment portfolio – WealthWyse we may be looking at concentraded exposure in 5-10 stocks and not more then 15-20.

      A trader may have different ways there are some who just trade 3 scrips and some who are open to as many no but will stick to not more then 5-10 positions. So every trader may have his own style. In our trading portfolio we generally dont like to go beyond 8-10 that too if its a trending market else its some times 2-3 only 🙂

      Reply
  11. tejas
    April 18, 2012

    Dear Nooreshji,

    I am holding both subex and stertech from higher levels. Can. i add more of them at current prices in my portfolio. Which is the better bet among them.

    Thanks,
    Tejas

    Reply
    1. Nooresh
      April 18, 2012

      Ster Tech seems ok as of now.

      Reply
  12. A.K.V
    April 18, 2012

    how do i make a payment?I am based in Dubai
    regds

    Reply
    1. Nooresh
      April 18, 2012
      Reply
  13. vikas
    April 19, 2012

    Dear Nooresh i m having my demat account with Karvy, so if i seek ur services , do i ve to change my demat account.? if yes then with which broker you will open my account, n if no, then do i myself have to trade through my demat account on ur tips.

    Reply
    1. Nooresh
      April 20, 2012

      You have to put the trades yourself.

      We would be advising the stocks to get into

      Reply
  14. Sandeep
    April 20, 2012

    Hi Nooresh,

    I am following you for the last one year. i have invested on AB nuvo @751.. what should I do hold or sell

    Reply
    1. Nooresh
      April 20, 2012

      Hi Sandeep,

      I would suggest to hold the stock for another 6-12 months at least.

      Meanwhile booking 15-20% of the position is fine if you want to.

      Reply
  15. Mihir
    April 20, 2012

    Nooresh,

    sent a mail, please update me…

    thanks!

    Reply
  16. Kiran
    May 3, 2012

    Dear Nooresh,

    What is the mode of delivery calls? Is it thru Email or SMS to mobile?
    Do u also provide intraday support on msngr.

    Regards

    Reply
    1. Nooresh
      May 7, 2012

      Hi Kiran,

      THis is an investment product.

      Its via mail and sms.

      Not looking much into intra day moves in this but taking a 3-6 months or yearly view.

      Reply
  17. shivan
    May 7, 2012

    sir i bought glenmark on friday @341 so should i exit it if it touch 326 or on close below 326

    Reply
  18. Hari
    May 7, 2012

    Do u offer arbitrage services ?

    Reply
  19. Tejas
    May 14, 2012

    Hi Nooresh,
    I have been advent fan of yours but off late I hv been making good amnt of lossses.

    Sterlite Tech,
    Mah & Mah

    can you please help and let us know if they can be held for long time?

    Thanks,

    Reply
    1. Nooresh
      May 14, 2012

      Hi Tejas,

      Please keep strict stoplosses.

      Sterlite Tech even we took a small hit and got out.

      M&M you can hold.

      Reply
  20. jignesh kanakia
    May 15, 2012

    hi
    i called many times but for some or other reasons my call was unanswered
    it was regarding your new product of absolute return
    you are requested to call me on 09821017801
    regards
    jignesh kanakia

    Reply
  21. Arun Suvarna
    May 17, 2012

    Nooresh sir, i have 50 shares of MCX @ 1100, kindly let me know what should i do with the fallinf share price for MCX.And whats the reason for this fall?

    Reply
    1. Nooresh
      May 21, 2012

      Well IPOs nowadays are best avoidable or book on pop up days.

      800 seems a good price to add if comes for long term

      Reply

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