Advisory Services
We are providing annual plans with Minimum Suggested Capital & Commitment Tenure
Research Report Services
Portfolio Investment Advisory Plans
Other Services
Research Report Services
Category
Equity Advisory
Equity And F&O Advisory
Ideal For:
- Clients seeking swing trading opportunities and aiming to tap into high-potential investment ideas through Equity.
- Perfect for Active Traders/Investors Exploring Leverage with proper risk management in both Equity and F&O segment.
What You Get
- Clear Buy/Sell/Hold Calls with SL, targets & rationales
- Precise Quantity Sizing
- Focus on High-Growth Small & Mid-Caps across sectors
- Diversification & Risk Reward Optimization
- Macroeconomic Insight to navigate global & domestic shifts
- All Equity Advisory Plans Features
- Equity Derivatives
- Index Derivative
- Gold / Silver / Crude / Natural Gas Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- All trades as per Market Situation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 5000
- Half Yearly : 8000
- Yearly : 15000
- Quartely: 7500
- Half Yearly : 12500
- Yearly : 20000
Service offered at
- Email+Telegram
- Email+Telegram
Investment Horizon
- Medium to Long Term
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
- 5-15 (depends on market situation)
Volatility
- High
- High
Investment Type
- High Risk
- High Risk
Periodic Review
- Yes
- Yes
Category
Equity Advisory
Equity And F&O Advisory
Ideal For:
- Clients seeking swing trading opportunities and aiming to tap into high-potential investment ideas through Equity.
- Perfect for Active Traders/Investors Exploring Leverage with proper risk management in both Equity and F&O segment.
What You Get
- Clear Buy/Sell/Hold Calls with SL, targets & rationales
- Precise Quantity Sizing
- Focus on High-Growth Small & Mid-Caps across sectors
- Diversification & Risk Reward Optimization
- Macroeconomic Insight to navigate global & domestic shifts
- All Equity Advisory Plans Features
- Equity Derivatives
- Index Derivative
- Gold / Silver / Crude / Natural Gas Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- All trades as per Market Situation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 5000
- Half Yearly : 8000
- Yearly : 15000
- Quartely: 7500
- Half Yearly : 12500
- Yearly : 20000
Service offered at
- Email+Telegram
- Email+Telegram
Investment Horizon
- Medium to Long Term
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
- 5-15 (depends on market situation)
Volatility
- High
- High
Investment Type
- High Risk
- High Risk
Periodic Review
- Yes
- Yes
Category
Equity Advisory
Equity And F&O Advisory
Ideal For:
- Clients seeking swing trading opportunities and aiming to tap into high-potential investment ideas through Equity.
- Perfect for Active Traders/Investors Exploring Leverage with proper risk management in both Equity and F&O segment.
What You Get
- Clear Buy/Sell/Hold Calls with SL, targets & rationales
- Precise Quantity Sizing
- Focus on High-Growth Small & Mid-Caps across sectors
- Diversification & Risk Reward Optimization
- Macroeconomic Insight to navigate global & domestic shifts
- All Equity Advisory Plans Features
- Equity Derivatives
- Index Derivative
- Gold / Silver / Crude / Natural Gas Derivatives
- Futures & Options for Hedging & Alpha generation opportunity
- All trades as per Market Situation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Plan Duration & Fees
- Quartely: 5000
- Half Yearly : 8000
- Yearly : 15000
- Quartely: 7500
- Half Yearly : 12500
- Yearly : 20000
Service offered at
- Email+Telegram
- Email+Telegram
Investment Horizon
- Medium to Long Term
- Medium to Long Term
More attention to
- Small, Mid,large Cap Depend on Matket sentiments and condition
- Small, Mid,large Cap Depend on Matket sentiments and condition
Number of stocks in a month
- 5-15 (depends on market situation)
- 5-15 (depends on market situation)
Volatility
- High
- High
Investment Type
- High Risk
- High Risk
Periodic Review
- Yes
- Yes
Disclaimer in compliance with SEBI guidelines
- We do not provide free trials or accept part payments for any advisory products or services.
- Our fees are charged under the Fixed Fee model:
- For individual clients, fees are subject to SEBI’s prescribed ceiling limits. The maximum permissible fee is capped at ₹1,51,000 per annum per family of the client.
- For non-individual clients, fee terms and conditions shall be governed by mutually agreed contractual arrangements.
- Statutory charges, if any, shall be borne separately by the client and are not included in the advisory fee.
- In case of premature termination of services, the client will be refunded proportionate fees for the unexpired period. No breakage charges shall apply.
- Clients hereby acknowledges that he has visited and carefully read , understood and agreed to the
- and all contents available on our website: www.thetradingmitra.com.
Portfolio Investment Advisory Plans
Plans Category
Conservative
Investor Plan
Balanced Equity
Investor Plan
Growth Equity
Investor Plan
Growth Equity with
F&O Investor Plan
For Client’s having Risk Profiling Score
- Upto 33%
- 33%-60%
- 60%-75%
- >75%
Ideal For
- Long-term investors seeking steady, passive capital growth.
- Stability seekers aiming for balanced safety and equity growth.
- Strategic investors pursuing higher growth through equity exposure.
- Ambitious traders / investors leveraging markets for aggressive wealth creation.
Minimum suggested Portfolio Size
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.20 Lakh
Key Features
- Portfolio Allocation: ~20% Equity (Large Cap, Defensive Stocks, Hybrid Funds) & ~80% Debt (Bonds, Fixed Income, Debt Funds)
- Selection Strategy: Safety-first, focus on capital preservation and steady returns
- Dynamic Ratio: Higher equity allocation near market bottoms; reduced exposure at market peaks.
- Portfolio Allocation: ~50% Equity (Large/Mid Cap Stocks, Equity Funds) & ~50% Debt (Bonds, Hybrid/Debt Funds).
- Selection Strategy: Blend of safety and growth with diversified asset mix.
- Dynamic Ratio: Equity allocation increased at bottoms; reduced near market tops for risk management.
- Portfolio Allocation: Large, Mid, and Small Cap Stocks along with Mutual Funds
- Selection Strategy: Based on Undervalued opportunities, Momentum, Growth-oriented picks, or a Balanced Mix as per changing circumstances
- Strategic & Dynamic Asset Allocation.
- Precise Quantity Sizing
- Tactical portfolio rebalancing aligned with market outlook
- All Growth Equity Investor Features
- Equity/Index/Commodity Future and Options Segment
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Risk Type
- Low
- Moderate
- High Risk
- Very High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
Periodic Review
- Yes
- Yes
- Yes
- Yes
Plan Duration & Fees
- Annual Fees : 15,000/-
- Annual Fees : 25,000/-
- Annual Fees : 35,000/-
- Annual Fees : 50,000/-
Plans Category
Conservative
Investor Plan
Balanced Equity
Investor Plan
Growth Equity
Investor Plan
Growth Equity with
F&O Investor Plan
For Client’s having Risk Profiling Score
- Upto 33%
- 33%-60%
- 60%-75%
- >75%
Ideal For
- Long-term investors seeking steady, passive capital growth.
- Stability seekers aiming for balanced safety and equity growth.
- Strategic investors pursuing higher growth through equity exposure.
- Ambitious traders / investors leveraging markets for aggressive wealth creation.
Minimum suggested Portfolio Size
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.20 Lakh
Key Features
- Portfolio Allocation: ~20% Equity (Large Cap, Defensive Stocks, Hybrid Funds) & ~80% Debt (Bonds, Fixed Income, Debt Funds)
- Selection Strategy: Safety-first, focus on capital preservation and steady returns
- Dynamic Ratio: Higher equity allocation near market bottoms; reduced exposure at market peaks.
- Portfolio Allocation: ~50% Equity (Large/Mid Cap Stocks, Equity Funds) & ~50% Debt (Bonds, Hybrid/Debt Funds).
- Selection Strategy: Blend of safety and growth with diversified asset mix.
- Dynamic Ratio: Equity allocation increased at bottoms; reduced near market tops for risk management.
- Portfolio Allocation: Large, Mid, and Small Cap Stocks along with Mutual Funds
- Selection Strategy: Based on Undervalued opportunities, Momentum, Growth-oriented picks, or a Balanced Mix as per changing circumstances
- Strategic & Dynamic Asset Allocation.
- Precise Quantity Sizing
- Tactical portfolio rebalancing aligned with market outlook
- All Growth Equity Investor Features
- Equity/Index/Commodity Future and Options Segment
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Risk Type
- Low
- Moderate
- High Risk
- Very High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
Periodic Review
- Yes
- Yes
- Yes
- Yes
Plan Duration & Fees
- Annual Fees : 15,000/-
- Annual Fees : 25,000/-
- Annual Fees : 35,000/-
- Annual Fees : 50,000/-
Plans Category
Conservative
Investor Plan
Balanced Equity
Investor Plan
Growth Equity
Investor Plan
Growth Equity with
F&O Investor Plan
For Client’s having Risk Profiling Score
- Upto 33%
- 33%-60%
- 60%-75%
- >75%
Ideal For
- Long-term investors seeking steady, passive capital growth.
- Stability seekers aiming for balanced safety and equity growth.
- Strategic investors pursuing higher growth through equity exposure.
- Ambitious traders / investors leveraging markets for aggressive wealth creation.
Minimum suggested Portfolio Size
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.20 Lakh
Key Features
- Portfolio Allocation: ~20% Equity (Large Cap, Defensive Stocks, Hybrid Funds) & ~80% Debt (Bonds, Fixed Income, Debt Funds)
- Selection Strategy: Safety-first, focus on capital preservation and steady returns
- Dynamic Ratio: Higher equity allocation near market bottoms; reduced exposure at market peaks.
- Portfolio Allocation: ~50% Equity (Large/Mid Cap Stocks, Equity Funds) & ~50% Debt (Bonds, Hybrid/Debt Funds).
- Selection Strategy: Blend of safety and growth with diversified asset mix.
- Dynamic Ratio: Equity allocation increased at bottoms; reduced near market tops for risk management.
- Portfolio Allocation: Large, Mid, and Small Cap Stocks along with Mutual Funds
- Selection Strategy: Based on Undervalued opportunities, Momentum, Growth-oriented picks, or a Balanced Mix as per changing circumstances
- Strategic & Dynamic Asset Allocation.
- Precise Quantity Sizing
- Tactical portfolio rebalancing aligned with market outlook
- All Growth Equity Investor Features
- Equity/Index/Commodity Future and Options Segment
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Risk Type
- Low
- Moderate
- High Risk
- Very High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
Periodic Review
- Yes
- Yes
- Yes
- Yes
Plan Duration & Fees
- Annual Fees : 15,000/-
- Annual Fees : 25,000/-
- Annual Fees : 35,000/-
- Annual Fees : 50,000/-
Plans Category
Conservative
Investor Plan
Balanced Equity
Investor Plan
Growth Equity
Investor Plan
Growth Equity with
F&O Investor Plan
For Client’s having Risk Profiling Score
- Upto 33%
- 33%-60%
- 60%-75%
- >75%
Ideal For
- Long-term investors seeking steady, passive capital growth.
- Stability seekers aiming for balanced safety and equity growth.
- Strategic investors pursuing higher growth through equity exposure.
- Ambitious traders / investors leveraging markets for aggressive wealth creation.
Minimum suggested Portfolio Size
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.20 Lakh
Key Features
- Portfolio Allocation: ~20% Equity (Large Cap, Defensive Stocks, Hybrid Funds) & ~80% Debt (Bonds, Fixed Income, Debt Funds)
- Selection Strategy: Safety-first, focus on capital preservation and steady returns
- Dynamic Ratio: Higher equity allocation near market bottoms; reduced exposure at market peaks.
- Portfolio Allocation: ~50% Equity (Large/Mid Cap Stocks, Equity Funds) & ~50% Debt (Bonds, Hybrid/Debt Funds).
- Selection Strategy: Blend of safety and growth with diversified asset mix.
- Dynamic Ratio: Equity allocation increased at bottoms; reduced near market tops for risk management.
- Portfolio Allocation: Large, Mid, and Small Cap Stocks along with Mutual Funds
- Selection Strategy: Based on Undervalued opportunities, Momentum, Growth-oriented picks, or a Balanced Mix as per changing circumstances
- Strategic & Dynamic Asset Allocation.
- Precise Quantity Sizing
- Tactical portfolio rebalancing aligned with market outlook
- All Growth Equity Investor Features
- Equity/Index/Commodity Future and Options Segment
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Risk Type
- Low
- Moderate
- High Risk
- Very High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
Periodic Review
- Yes
- Yes
- Yes
- Yes
Plan Duration & Fees
- Annual Fees : 15,000/-
- Annual Fees : 25,000/-
- Annual Fees : 35,000/-
- Annual Fees : 50,000/-
Plans Category
Conservative
Investor Plan
Balanced Equity
Investor Plan
Growth Equity
Investor Plan
Growth Equity with
F&O Investor Plan
For Client’s having Risk Profiling Score
- Upto 33%
- 33%-60%
- 60%-75%
- >75%
Ideal For
- Long-term investors seeking steady, passive capital growth.
- Stability seekers aiming for balanced safety and equity growth.
- Strategic investors pursuing higher growth through equity exposure.
- Ambitious traders / investors leveraging markets for aggressive wealth creation.
Minimum suggested Portfolio Size
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.10 Lakh
- Rs.20 Lakh
Key Features
- Portfolio Allocation: ~20% Equity (Large Cap, Defensive Stocks, Hybrid Funds) & ~80% Debt (Bonds, Fixed Income, Debt Funds)
- Selection Strategy: Safety-first, focus on capital preservation and steady returns
- Dynamic Ratio: Higher equity allocation near market bottoms; reduced exposure at market peaks.
- Portfolio Allocation: ~50% Equity (Large/Mid Cap Stocks, Equity Funds) & ~50% Debt (Bonds, Hybrid/Debt Funds).
- Selection Strategy: Blend of safety and growth with diversified asset mix.
- Dynamic Ratio: Equity allocation increased at bottoms; reduced near market tops for risk management.
- Portfolio Allocation: Large, Mid, and Small Cap Stocks along with Mutual Funds
- Selection Strategy: Based on Undervalued opportunities, Momentum, Growth-oriented picks, or a Balanced Mix as per changing circumstances
- Strategic & Dynamic Asset Allocation.
- Precise Quantity Sizing
- Tactical portfolio rebalancing aligned with market outlook
- All Growth Equity Investor Features
- Equity/Index/Commodity Future and Options Segment
- Futures & Options for Hedging & Alpha generation opportunity
- Real-Time Strategy Tweaks in Volatile Markets
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
Risk Type
- Low
- Moderate
- High Risk
- Very High Risk
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
- Email + Whatsapp
Periodic Review
- Yes
- Yes
- Yes
- Yes
Plan Duration & Fees
- Annual Fees : 15,000/-
- Annual Fees : 25,000/-
- Annual Fees : 35,000/-
- Annual Fees : 50,000/-
Disclaimer in compliance with SEBI guidelines
- We do not provide free trials or accept part payments for any advisory products or services.
- Our fees are charged under the Fixed Fee model:
- For individual clients, fees are subject to SEBI’s prescribed ceiling limits. The maximum permissible fee is capped at ₹1,51,000 per annum per family of the client.
- For non-individual clients, fee terms and conditions will be governed by mutually agreed contractual arrangements
- Statutory charges, if any, are payable separately by the client and are not included in the advisory fee.
- In the event of premature termination of IA services, clients will be refunded the proportionate fees for the unexpired period, after retaining a breakage fee (maximum of one quarter’s fee).
- Clients hereby acknowledges that he has visited and carefully read , understood and agreed to the
- and all contents available on our website: www.thetradingmitra.com.
Other Services
Category
One-Time Portfolio Advisory Plan
Portfolio Review and Rebalancing Advisory
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment
- Financial Health checkup and suitable improvements
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- Rs.2 Lac
- Rs.2 Lac
- N/A
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Whatsapp
- Email+ Whatsapp
- Email+ Whatsapp
Investment Type
- Moderate to High Risk
- Moderate to High Risk
- Moderate to High Risk
Periodic Review
- N/A
- N/A
- N/A
Plan Duration & Fees
- Onetime fees : 10,000/-
- Onetime fees : 10,000/-
- Onetime fees : 3,000/-
Category
One-Time Portfolio Advisory Plan
Portfolio Review and Rebalancing Advisory
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment
- Financial Health checkup and suitable improvements
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- Rs.2 Lac
- Rs.2 Lac
- N/A
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Whatsapp
- Email+ Whatsapp
- Email+ Whatsapp
Investment Type
- Moderate to High Risk
- Moderate to High Risk
- Moderate to High Risk
Periodic Review
- N/A
- N/A
- N/A
Plan Duration & Fees
- Onetime fees : 10,000/-
- Onetime fees : 10,000/-
- Onetime fees : 3,000/-
Category
One-Time Portfolio Advisory Plan
Portfolio Review and Rebalancing Advisory
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment
- Financial Health checkup and suitable improvements
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- Rs.2 Lac
- Rs.2 Lac
- N/A
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Whatsapp
- Email+ Whatsapp
- Email+ Whatsapp
Investment Type
- Moderate to High Risk
- Moderate to High Risk
- Moderate to High Risk
Periodic Review
- N/A
- N/A
- N/A
Plan Duration & Fees
- Onetime fees : 10,000/-
- Onetime fees : 10,000/-
- Onetime fees : 3,000/-
Category
One-Time Portfolio Advisory Plan
Portfolio Review and Rebalancing Advisory
Mutual Fund Advisory
Ideal For:
- Investor looking for one time lump sum investment
- Financial Health checkup and suitable improvements
- Investor looking for one time lump sum investment in Mutual Fund
Minimum suggested Portfolio Size
- Rs.2 Lac
- Rs.2 Lac
- N/A
What You Get
- Tailored Stock Recommendation with Entry, Stop loss and Target
- Undervalued & Momentum Stocks.
- Strategic Asset Allocation
- Precise Quantity Sizing
- Dynamic Allocation Reviews
- Comprehensive Portfolio Diagnosis
- Risk Exposure Mapping
- Capital Protection Strategies
- Clear Strategic Recommendations
- Expert Fund Selection
- Personalized Recommendations
- Diversified and undervalued fund selection
- Strategic Fund Allocation
Instrument Selection Methodology
- Sector Analysis + Fundamentals + Future Prospects + Data Analytics + Valuation Matrix
More attention to
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Mutual Funds, Undervalued Assets, Momentum Stocks, Mix of Small, mid & Large Cap as Per Circumstance
- Undervalued & Sector Specific MF as per Circumstance
Investment Horizon
- Medium to Long Term
- Medium to Long Term
- Medium to Long Term
Service offered at
- Email+ Whatsapp
- Email+ Whatsapp
- Email+ Whatsapp
Investment Type
- Moderate to High Risk
- Moderate to High Risk
- Moderate to High Risk
Periodic Review
- N/A
- N/A
- N/A
Plan Duration & Fees
- Onetime fees : 10,000/-
- Onetime fees : 10,000/-
- Onetime fees : 3,000/-
Disclaimer in compliance with SEBI guidelines
- We do not provide free trials or accept part payments for any advisory products or services.
- Our fees are charged under the Fixed Fee model:
- For individual clients, fees are subject to SEBI’s prescribed ceiling limits. The maximum permissible fee is capped at ₹1,51,000 per annum per family of the client.
- For non-individual clients, fee terms and conditions will be governed by mutually agreed contractual arrangements
- Statutory charges, if any, are payable separately by the client and are not included in the advisory fee.
- In the event of premature termination of IA services, clients will be refunded the proportionate fees for the unexpired period, after retaining a breakage fee (maximum of one quarter’s fee).
- Clients hereby acknowledges that he has visited and carefully read , understood and agreed to the
- and all contents available on our website: www.thetradingmitra.com.