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The Second Revenue Stream

This is for those set of customers who believe only those cash flows that are stable, consistent & recurring should be treated as an income stream. Since the past performance is not a guarantee for future performance, our buy price recommendation would be based growth, quality & volatility expectations along with suggested holding period.

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Horizon Management

This is for those set of customers who like to pay special attention to the time and timing of their need to ensure the necessary steps are initiated to make the funds available when needed. We will help you to build your portfolio based on compounding as one of the most powerful drivers of returns.

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De-Risking

This is for those set of customers who constantly find themselves climbing the “Wall of Fear” due to multiple sources of Risk involved with Stock Market Income. We will identify sources of Risk in your portfolio and provide appropriate Risk Management strategy

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Service-as-a-Software

This is for those set of customers who believe in self-service. We will enable the requisite digital tools to enable you to be self-sufficient with minimal intervention.

Structure

These services are build to help & hand hold people with their risk taking abilities & influence them to think about using Capital Markets in attaining their financial independence

Structure

These services are build to help & hand hold people with their risk taking abilities & influence them to think about using Capital Markets in attaining their financial independence

We provide technology enablers

We support state of the art technology platforms to access e-trading floor at NSE, BSE, commodity exchanges. You can also avail the power of e-KYC and recommendation engine.

We provide technology enablers

We support state of the art technology platforms to access e-trading floor at NSE, BSE, commodity exchanges. You can also avail the power of e-KYC and recommendation engine.

Plans

The Plans are rationalized to achieve 2 objectives:

  1. Nudge the customer to take action
  2. To remain consistent with their stated objectives & goals.

We believe the above objectives can be met through one of the four plans based on your comfort levels with the stock markets:

1. Starter Kit: Through this plan, we will help you get yourself acquainted to the inner workings of the stock market, regulatory regime & market drivers.

2. Learner Kit: Through this plan, we will enable you with the key concepts, ideas, opportunities & challenges posed by the market internals

3. Cruiser Kit: Through this plan, we will hand hold through the behavioral & decision-making tools, Technics and mechanics of course corrections, basic risk management & reading market Rhythms.

4. Accelerator Kit: Through this plan, we will enable you to stand on your feet with a set of tools that will help you to identify pockets of opportunities and usage of advanced market mechanisms like Options, Futures & Margins.These plans can be associated with any of the service lines you are keen on exploring further.

Plan Second Revenue Source De-Risking Horizon Management Service as a Software

Starter Kit

Providing Valid contact details & Registering
Providing Valid contact details while completing Registration. Need to complete the Survey - "Tell about yourself"
Providing Valid contact details along with registration & completing the Survey - "Tell about yourself"
Providing Valid contact details and & taking the Survey - "Tell about yourself". We would also like to have in-person or a Video Conversation

Learner Kit

Agree to Nominal Registration Charges
Agree to Nominal Registration and Consulting Charges
Agree to Nominal Registration & Consulting Charges. Be Open to a detailed conversation on Financial Goals
Agree to Nominal Registration & Consulting Charges. willingly have a conversation on Financial Planning

Cruiser Kit

Agree to Registration Charges and a Commitment to Plan
Agree to Registration Charges and Commitment to Engage
Agree to Registration Charges and Commitment to Act
Agree to Registration Charges and Commitment to Trade

Accelerator Kit

Agree to Nominal Registration and Hourly Charges
Agree to Nominal Registration and Time & material Charges, if any
Registration Charges and Advisory Fees
Agree to Registration Charges and Subscription Fees
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