portfolio shuffling service-solution for investors seeking advice for their existing stock portfolio
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8/6/2019 Portfolio Shuffling Service-solution for Investors Seeking Advice for Their Existing Stock Portfolio
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PSSSSPORTFOLIO SHUFFLING SERVICE
Solution for Investors seeking advice for their Existing stock portfolio.
PORTFOLIO SHUFFLING SERVICEMarkets and Economy change, so should your investments.
Clear the mess in our demate a c. get your investments RIGHT.
get rid of ‘buy and forget’ mentality.Become an active investor.
www.MeghaInvestments.com
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Is this your story of investment?t s you sto y o est e t
Are you stuck with several stocks in your demat a/c? Is your investing mood has gone on OFF mode due to numbers of
stocks ou ot stuck durin revious bull market?
More stocks in your demat BUT less in return?
Penny scrips, smallcaps, midcaps, large caps, blue chips, red, …
Do you feel uncomfortable, unsatisfied or when you look at your
investments. Do you feel scared about stocks in your portfolio that
w a w appen o em w en mar e s move ey r se wmarkets? Or will they fall badly with markets?
Do you want to get something sort of ‘check up of thehealth of your
investments’?
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What is Portfolio Shuffling Service
(PSS)?PSS)?
PSS i.e. Portfolio Shuffling Service is services to (1) helpinvestors get their existing investments rearranged
.
making changes in their portfolio holding at times as
demanded by changing conditions of economy and markets. This service is aimed at improving the investors’ awareness
level regarding their investment activity, investment
instruments and increasin their ‘investment
consciousness’.
This service is created to make the investor a real
sophisticated investor by instilling into him the quality of
shuffling an investment portfolio.
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How our PSS works?
There are 2 options available:-
2. Continuous Portfolio Shuffling Service
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ONE-TIME PSS
•
Here the investor gives us his portfolio and we will tellwhat to do with it. Our recommendations may include
se , o , a or s recommen a on. s w e
advised with quantity if the investor provides us with the
urchase rice and uantit .
• Fee: Rs 5000 only, up to 10 stocks.
• Rs.500 extra with increase of each stock above the
specified 10 stocks
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CONTINUOUS PSS
•
Here the not only the investor is given shuffling advice at the time of taking service, but also the
service will continue for the whole year. We will give
PSS for the whole year for his portfolio. •
seeking our comments on them apart from the initial 15
stocks.
• Fee: Rs.12000 only p.a.
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Why Portfolio Shuffling Service isgnecessary? 1
• In every economic upturn and down turn some sectors emerge as good sectors
where as few sectors do very badly. Some even faces worse nightmares such as
the telecom stock in late 2009. So you are not confident (no one can be) that an
market that ended in 2008. This is very important point. Because people think in
the back of their mind that the old highs of each and every stock will come back
where empirical studies suggest this is not true for all stocks and sectors. We
also call it ‘the Past Cycle Portfolio’. This doesn’t mean to start with zero in each
bull market and look at every sectors skeptically (although there’s nothing bad in
that as well). We only mean to look at every economic/stock market upturn with
stories. If something is really good, it’ll come up to you. It’s like avoiding/selling
reliance power IPO and buying it around 150 at reasonable valuations again at
the same time avoiding overly pricy IPOs such Adani Power.
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Why Portfolio Shuffling Service isgnecessary? 2
• To book profit or not to book profits: friends, ‘buying is as important as
selling’ this is a golden rule for retail investors. They don’t understand
why the market goes down? Very simple. It’s because the HNIs and big
players sell to book profit at rises/in bubble phases and cut loss when in
bear market or start of that! So why the retail people don’t do it? The
Portfolio Shuffling Service and Portfolio Monitoring Service is createdan a me o serve you or a
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Why Portfolio Shuffling Service isgnecessary? 3
• Over diversification is not good. It keels return. So we will try to narrow
the number of stocks. For eg. If you have one or more stocks from
almost all sectors we will try to remove the less favourable sectors and
remain invested in favorable ones. One another interesting mistake is
also made by investors in diversification. They keep two or more stocks
of same sector. According to us this should not be done. If you are overu s or over- e cer a n sec or en e er o or sec or spec c
mutual fund. What we do is we skip most of the stocks which have
identicality in terms of mainly sector, business model and then growth
. . . ,
skip any one. Please keep in mind over diversification is not any answer
to risk or better return.
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Why Portfolio Shuffling Service isgnecessary? 4
• Allocation between high risky, moderate risky and less risky stocks. For
e.g if you have too many penny scrip and no blue chips then this is not a
very good portfolio, yes unless if you are a very high risky investor and
want/like to remain so speculative.
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Don’t ait An more!on’t wait Any more!Act Nowct Now
CONTACT USONTACT US
www.MeghaInvestments.com
www. ra e [email protected]
09377008708
09376858284
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