Multibagger

Looking for long term and multiple times return multibagger stock investment advisory plan services? We can help you in the same. Our intent is to let you explore and invest in the hidden gems in the equity market with potential to yield multi-fold gains in the long term without taking much risks. Our professional and extremely competent analysts will assist you to invest in those life changing stocks that will gain steadily with time.

Objective

The objective is to identify growing companies, which have the potential to become future leader. It is our prime goal to enable our clients to grow their wealth. SP Chandel applies bottom-up fundamental research to uncover midcap stocks that have the potential to become multibaggers as a result of superior and sustainable earnings growth. We look for young companies with strong fundamentals that are well-positioned to grow rapidly over the short-to-medium term. We bring to our customers such companies at attractive valuations to maximise their investment returns.

sp chandel

Who is it for?

sp chandel
  • 01

    Investors looking for sustainable long term
    returns in good stocks.

  • 02

    Investors who understand the benefits of
    long term investment.

  • 03

    Set a goal for future requirements and invest
    in stock market with discipline.

  • 04

    Do not worry about short term volatility in the markets.

WHAT WILL YOU GET IN THIS STRATEGY?

Number of Recommendations over the Year

12-15 Stocks.

Research Reports

3 Different Reports for every stock namely Equentis Index, Equentis Summary and Equentis Main.

Frequency

Once in a month. There could be times when you can also get two opportunities in a month.

Type of Stocks

Most stocks in this feature are lesser known, relatively undiscovered names.

Investment Time Horizon

2 -5+ Years.

Return Expectations

10 Times in 8 Years along with Yearly Returns.

Multibagger

14999/-

Buy Now

sp chandel What to invest in?

15-20 high growth companies for mid to long term investment.

When to invest?

As per the ‘Buying range’ in the model portfolio.

sp chandel Why to invest?

Investment rationale supported by comprehensive fundamental research reports. Please see our

sp chandel How much to invest?

As per the ‘Model portfolio allocation’.

What will you get ?

  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
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Momentum

Momentum Investment Plan is designed keeping in mind short to medium term investors with an investment horizon of less than a year. SP Chandel, ‘Momentum’ team of technical research analysts have years of experience in following technical trends and spotting momentum opportunities from their analysis. Real-time monitoring using this tool is used to establish the exit point to book profits when the stock’s uptrend reverses. The basic idea is that once a trend is established, it is more likely to continue in that direction than to move against the trend. It is an investment strategy that aims to capitalize on the continuance of existing trends in the market.

Objective

Momentum Investment Plan is designed keeping in mind short to medium term investors with an investment horizon of less than a year. Investors who want quality advice for direct equities & portfolio administration while making own investment decisions. The basic idea is that once a trend is established, it is more likely to continue in that direction than to move against the trend.

sp chandel

Who is it for?

sp chandel
  • 01

    Momentum investing seeks to take advantage
    of market volatility by taking short-term positions.

  • 02

    SP Chandel’ ‘Momentum’ team of technical
    research analysts have years of experience

  • 03

    Spotting momentum opportunitiesfrom their analysis.

  • 04

    Uptrend to play out over the short term

WHAT WILL YOU GET IN THIS STRATEGY?

Number of Recommendations over the Year

15-20 Stocks.

Research Reports

Validated by SP Chandel’ technical research team before recommendation to our investors.

Holding Period

Till uptrend is maintained

Type of Stocks

Recommendations via sms, email & app notifications in real time & Dedicated relationship manager.

Momentum

19999 Inclusive of all taxes

Buy Now

sp chandel What to invest in?

15-20 high growth companies for mid to long term investment.

sp chandel When to invest?

As per the ‘Buying range’ in the model portfolio.

sp chandel Why to invest?

Investment rationale supported by comprehensive fundamental research reports. Please see our

sp chandel How much to invest?

As per the ‘Model portfolio allocation’.

What will you get ?

  • Momentum refers to the trend of the stock or the overall market in the very short term. This is normally less than a period of 3 months & could be as short as a day.
  • Momentum is normally a sub-cycle within the broader direction of the market. Direction , on the other hand, is slightly longer term in nature.
  • It is typically driven by technical support & resistance levels as well as news flows, both domestic & international.
  • Charts & price ticks give you a good idea of which side the momentum is veering towards.
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SIP

Systematic Investment Plan, commonly referred to as an SIP, allows you to invest regularly a fixed sum in your favorite mutual fund scheme/s. In SIP, a fixed amount is deducted from your savings account every month and directed towards the mutual fund you choose to invest in.

Objective

The objective is to identify growing companies, which have the potential to become future leader. It is our prime goal to enable our clients to grow their wealth. With SIP, you can start investing in small amount and reap big returns. It’s a simple and convenient way to track your investments. It also brings financial discipline. An SIP investment would make you more disciplined in matters of managing your finances. With the option of automated payments, it means you don’t have to remember every month.

sp chandel

Who is it for?

sp chandel
  • 01

    Invest in small amounts regularly.

  • 02

    Opt for monthly auto-payment.

  • 03

    No worries about market ups & downs.

  • 04

    Plan budget and expenses better.

WHAT WILL YOU GET IN THIS STRATEGY?

Convenience

You can invest in a disciplined and phased manner using SIP.

Rupee Cost Averaging

No need to time the market. Buy more units when markets are low.

Power of Compounding

Compound interest ensures better long-term benefits compared to one time investment

2x Higher returns than RD

As compared to the conventional FDs, ELSS gives higher returns to beat inflation in an efficient manner.

Systematic Investment Plan

50000 Inclusive of all taxes

Buy Now

sp chandel What to invest in?

15-20 high growth companies for mid to long term investment.

sp chandel When to invest?

As per the ‘Buying range’ in the model portfolio.

sp chandel Why to invest?

Investment rationale supported by comprehensive fundamental research reports. Please see our

sp chandel How much to invest?

As per the ‘Model portfolio allocation’.

What will you get ?

  • Every mutual fund has a specific goal and purpose. You need to choose one that suits your requirements. Let us know your financial goals and income details and we will handpick the plans for you.
  • Make an informed decision based on your individual needs and choose an Systematic Investment Plan mutual fund you want to invest in. You can also delegate this task to the SP Chandel team.
  • All our mutual fund investments mandate KYC documentation and a netbanking account.
  • Also, an SIP would bring in discipline, which helps you to make logical decisions instead of succumbing to greedy impulses.
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DHANWAAN

Being a long-term investor means that you are willing to accept a certain amount of risk in pursuit of potentially higher rewards and that you can afford to be patient for a longer period of time. It also suggests that you have enough capital available to afford to tie up a set amount for a long period of time

Objective

Long-term investments are non-current assets that are not used in operating activities to generate revenues. In other words, LT investments are assets that are held for more than one year or accounting period and are used to create other income outside of the normal operations of the company.

sp chandel

Who is it for?

sp chandel
  • 01

    Investors who want quality advice for direct equities & portfolio administration while making own investment decisions.

  • 02

    Investment Risk Profiling & Defining Investment Goals.

  • 03

    Direct interaction from Research Team.

  • 04

    Client executes advised equity trade.

WHAT WILL YOU GET IN THIS STRATEGY?

Decision Making

Client approval taken on service execution.

Research and Empowerment

Detailed research reports and quarterly result updates sent to clients explaining investment rationale

Access to Research Team

Direct access provided.

Lifetime Subscription

(Self+1 Successor)*

179999 Inclusive of all taxes

Buy Now

sp chandel What to invest in?

15-20 high growth companies for mid to long term investment.

sp chandel When to invest?

As per the ‘Buying range’ in the model portfolio.

sp chandel Why to invest?

Investment rationale supported by comprehensive fundamental research reports. Please see our

sp chandel How much to invest?

As per the ‘Model portfolio allocation’.

What will you get ?

  • Being Wealthy requires you to own several businesses that deliver even greater profits continually.
  • Suitable for HNI, UHNI & Family offices.
  • Recommendation of stock specific allocation.
  • Quarterly Result Updates to be sent to the client for all the companies.
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