FAQ's - Investment Advisory for Individual Investors
Will you be managing my portfolio?
No, we will not be acting as broker. We will provide the portfolio suitable to you and you will have to manage it.
On what basis will you recommend the portfolio?
We will be providing you with the risk tolerance questionnaire and based on that we will be customizing the portfolio for you based on your risk taking.
Will you be reviewing the portfolio on regular basis?
Yes, we will be reviewing as well as rebalancing the portfolio whenever required.
Is there a minimum amount to be invested?
No minimum amount.
FAQ's - Investment Advisory for Institutional Investors
How will it work?
We will recommend a customized equity portfolio to suit the investment mandate of the fund. The investment mandate can be anything including market cap segmentation (small cap/ mid cap/ large cap), sector specification (sector-focus/sector exclusions), risk-return profile (conservative/ balanced/ aggressive) or a combination of either.
Will you be reviewing the portfolio periodically?
Yes, we will be reviewing the portfolio quarterly and also rebalancing it whenever required.
FAQ's - Investment Advisory for Existing Portfolio
How will it work?
It is very important to keep track of your existing portfolio and make entry or exit decisions timely. We will be keeping track of your existing portfolio stocks. We will be charging Rs xx per stock.
Will you be giving periodic reviews of my current stocks?
Yes, we will be reviewing your stocks on quarterly basis.
FAQ's - Financial Planning
Why do I need a financial planner?
Things were quite simple about 50 years back. There were Fixed Deposits, Recurring Deposits, Small Savings schemes & Public Provident Funds. Medical insurance was not that common. Equity markets were not trusted by most. Mutual Funds were not there. Also, the interest that one could get was in double digits. With low risk, one was able to get high returns.
Things have changed considerably since then. The salaries which people earn today have shot up. To take care of our goals, one would need to save a lot more.
The financial markets have matured and are offering a rich variety of choices. Managing money has hence become a lot more complicated now, than ever before.
Considering all of this, financial planner is a requirement now a days.
Is financial planning only for rich?
Financial Planning is meant for all those who want to systematically achieve their life goals, through proper financial management. There is no specific age or station in life to pursue this. It is certainly not meant for the rich alone.
Financial Planning is a necessity for all. It is for anyone who is interested in managing their finances.
Do I have to be based in Mumbai to avail your services?
With telecommunication tools available today & technology, one can have audio / video conversations with an advisor in any location. We have been using Skype and other remote access software tools for years now and have been servicing clients from across the country & even abroad.
My CA already takes care of my financials, why do I need a financial planner?
A CA is an accountant who helps you in the compliance of government regulations and tax. He does not advise on financial planning. We, as financial planners will be helping you for drawing and implementing a plan, taking into account your investments, risk, tax, retirement and other aspect.
How Do I Trust A Financial Advisor With Confidential Information?
Only when you make a complete disclosure would a planner be able to come up with appropriate solutions. Half information given would ensure that the plan is inaccurate. Confidentiality of data is assured with us. Hence, in your best interests, you should disclose full & correct information.
Do Financial Planners File Tax Returns?
Financial Planners do not file tax returns. They are actually the domain of Chartered Accountants and Tax Return consultants.
FAQ's - Research Services for Individual Investors
What will I get if I register with Asset Multiplier?
Asset Multiplier would help you to select multi-bagger stocks. Portfolio stock recommendation would be based on Fundamental Research from long term perspective.
On subscribing to any plan of Asset Multiplier you will get:
- A long term stock recommendation every month.
- Updates via EMAILS about open stock recommendations for Follow up.
How many stock recommendations can I expect from Asset Multiplier?
You can expect up to one stock recommendation a month. In a year we would be providing 12 long term stock ideas. All our ideas are released only after a thorough Fundamental Research of the stock from all aspects. We recommend any stock to our clients only when we are fully convinced on the valuations.
Moreover, to ensure timely updates of the previously recommended ideas, a detailed follow up would also be provided on a monthly basis.
Quality over Quantity is our promise to you.
What is your target rate of return?
We are targeting a compounded rate of return upwards of 20% over the long term.
Our historical IRR is more than 30%!! as on 20th FEB 2018.
What’s the typical holding period of Asset Multiplier’s investment ideas?
We believe in long term growth of our clients and typically recommend ideas with a horizon of 1 to 3 years. If any of our recommendations meet the target price, we may give early exits.
If I am a short term trader in markets, is Asset Multiplier useful?
Asset Multiplier would be recommending stock ideas only from long term perspective. This would not be a suitable product for Short Term traders looking for short term profits.
FAQ's - Research Services for Institutional Investors
Will you provide the research in our format?
Yes, we can provide the research in the report format provided by you.
Will you also prepare and maintain the earnings model for the covered companies?
Will you be writing research on companies identified by you or would you be writing on companies recommended by us?
If you want research written on any specific company, we will be providing that. If you want us to suggest good growth companies, we can suggest and write on those companies too.
Will you be reviewing companies for result update?
Yes, we will be reviewing those companies quarterly and provide result update every quarter.