The 10 Best Stock Advisors in India, 2021

FEBRUARY 2021

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AN INTRODUCTION TO THE INDIAN STOCK MARKET

The 10 Best Stock Advisors in India, 2021

Manish Goyal CEO

POPULAR INVESTMENT OPTIONS IN INDIA INVESTMENT STRATEGIES FOR EXTREMELY VOLATILE MARKETS xxxx Co-Founders

Multibagger Securities Research & Advisory

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The cover story has featured Manish Goyal (CEO) of Multibagger Securities Research & Advisory. It is a SEBI Registered investment advisory with the aim of bringing quality in equity research and advisory field.

- Nilesh Sabe Nilesh Sabe Chief Editor

CONTENT

Cover Story

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MULTIBAGGER SECURITIES

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AGM INVESTMENT GROUP

ASSETVILLA FINANCIAL ADVISORS

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EQUINOMICS RESEARCH AND ADVISORY PVT LTD

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MASTERTRUST STOCK BROKER COMPANY

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STREETGAINS

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RESEARCH & RANKING

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PUNE e STOCK BROKING LIMITED

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SAPIENT WEALTH ADVISORS & BROKERS PRIVATE LIMITED

38 PURNARTHA INVESTMENT ADVISERS PVT LTD

AN INTRODUCTION TO THE INDIAN STOCK MARKET POPULAR INVESTMENT OPTIONS IN INDIA INVESTMENT STRATEGIES FOR EXTREMELY VOLATILE MARKETS

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The 10 Best Stock Advisors in India, 2021

Multibagger Securities Research & Advisory Redefine investing...

www.multibaggershares.com

Manish Goyal CEO

Multibagger Securities

Research & Advisory

The 10 Best Stock Advisors in India, 2021

Introduction

Constraints

Investment has always been a preferred medium of multiplying the wealth, in a prolonged strife for a better life and lifestyle. Of course, there’s inevitable risk, that’s why the advisors and consultants are there to assist investors in making the right investment in the right place. Multibagger Securities Research & Advisory Pvt ltd was in incorporated in Feb 2017 with the aim of bringing quality in equity research and advisory field.

It is a SEBI Registered investment advisor. The vision is to be among the top 5 equity research and advisory industry globally. Whereas the mission is to become biggest wealth creator in terms of CAGR in next 5 years.

Nothing comes in the hand, when we are at rest. In order to get something, one has to do the hard work.

Multibaggers faced a great difficulty in their initial times. The primary challenge was to change the mindset of the investors from gambling to investing.

About the CEO and the company Multibagger Securities research & Advisory private Limited was founded in the year 2017 by the young and dynamic personality Mr Manish Kumar. He is a Chartered Accountant by qualification and is a person with a long-term vision and a passion to excel in whatever he does. He started this company so that he can help people on larger scale in becoming successful investors/entrepreneurs and live a quality life at the same time. The offices of the company are located at Delhi and Chandigarh.

Multibaggers had to create awareness among the investors who were looking towards stock market as a casino and most of them were engaged in intraday trading or short-term trading to make quick money.

As every will shows a path, multibaggers tried and succeeded in educating investors that stock investing is a science and they should take stock investing as a business instead of treating it as a gamble.

Investment philosophy It is said that Numbers don’t lie. So, Multibagger did focused on making wealth for investors with consistency.

The company always keeps itself updated to the recent trends. Their past work had a remarkable impression onto the investors. Depending on the statistics of their past performances, investors were getting attracted towards them. Eventually the track record kept improving and this is how the investors showered faith in their services. Hence, they got exclusive right for using the word ‘Multibagger’ from government of India.

It does not provide intraday trading tips because it considers that as a gamble instead

“Clients are the most

important person to any business and if they are satisfied with services then success is all into our plate” of science. After its inception, company is growing very well and have both domestic and international clients.

Concerns and queries related to stocks There is no fix science behind researching the stocks.

Every company requires its own time and research depending upon requirements. Many times, investors are completely blank when it comes to stocks. With the fear, they start proceeding in hope of getting high returns. Investing in small caps is believed to be more profitable than large caps. But in reality, it’s a doubleedged sword. Small cap can create big wealth if properly researched otherwise it can cut your fingers too if the investment has been made in low quality stocks.

Many people do enquire about the difference in between BSE and NSE. Actually, is there is no such big difference between the two. These two platforms are just to buy the stocks, so it can be bought in any exchange.

Hard work and success There is continuous growth into the activities of the company. Its graphs are on the uptrend similar to the stock picks ever since the company has been started.

Due to the remarkable performances until the date, Multibagger is now catering to clients in approx. 1215 countries and their asset under management has been increased exponentially. The company has been maintaining the success into the market because of its determination and discipline. Multibagger believes that - “Truth is infectious.” So, in order to this they just keep on focusing onto the quality, equity and research.

In resultant client satisfaction leads to word-of-mouth publicity for the company.

Notable milestones Although Multibagger is just 3 years old only but in this short period of time, they have got ‘Exclusive’ right to use the word ‘Multibagger’ from government of India.

Also got the ISO 9001 certification.

The uniqueness in services and future goals

to make them stable and positive which will result to bring out the best out of them. The company believes in mastering the abilities to adjust to every circumstances.

Considering the situation, work from home thing is also provided. The reason behind the exceptional quality of the work is the team which handles all the operations, which is passionate for research and investing. Eventually with all these, the efficiency to work rises and the success ratio as well.

Currently the company is providing on long term multibagger stock picks. Its focus is mainly on quality small cap ideas. Multibagger stands different because “Clients are the most important person to any business of their accuracy in the work. Their brilliancy has and if they are satisfied with services then success is resulted in making profits to investors. all into our plate.” Multibagger has maintained very Initially Multibagger started with advising small healthy relations with the clients and they appreciate investment plans and general awareness about the the company for their tremendous skills. Also, they stocks and its mechanism. After the long journey complain that they found the company a little late. The with the stocks, Multibagger is planning to make reason behind this is, by the time clients could reach the company a one stop solution for many financial Multibagger, they already invested in intraday and services. Also, it is planning to launch PMS services FNO trading on the advice of fly by night tips provider. in near future and after that they will step into foray in other areas of capital markets also. Currently it does provide only one kind of long tern investing plan. It has many new strategies and plan which will be disclosed when the right times arrives.

Working with employees and clients

"I get a lot of emotional emails and messages from investors after they read my website and how it changed their financial life."

It is rightly said that a happy mind is more productive and efficient. So, a very healthy environment is created the CEO added.

A little into the personality One person who you admire the most?

Warren Buffett.

Whose business story do you find the most inspiring?

Elon Musk.

Which is the most inspiring quote you have read?

‘Only when the tide goes out, you discover who was swimming naked’ What is the most important Rule to Investing?

It is better to buy an excellent stock at average prices instead of buying an average stock at excellent price.

More information can be accessed at the company’s website:

www.multibaggershares.com

The 10 Best Stock Advisors in India, 2021

AGM INVESTMENT GROUP

"With a good perspective on history we can have a better understanding of the past and present and thus a clear vision of the future" Carlos Slim Helu A G M Investment Group, Inc. is a fullservice financial services firm that provides financial, college, health insurance, life planning and wealth management strategies to business owners and individuals.

Navneet Maheshwari Founder and CEO

AGM also provides a comprehensive cash management and employee benefits platform for small to medium size companies and nonprofit organizations.

With over 25 years of experience, it has partnered with the world’s leading companies to manage health, wealth and lifestyle.

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The investment markets are composed of millions of participants. These participants have different intentions, motives, objectives and goals.

Risk-managed Investing AGM responds to shifting market conditions as needed and seek to provide investors with competitive returns while reducing risk through all market cycles.

AGM’s philosophy emphasizes access to a wide selection of asset classes in an attempt to reduce volatility over time while exercising short-term vigilance against unexpected events. It provides the clients with some thoughts to consider. As the investment markets are made up by millions of participants from all over the world. These participants subscribed to many concepts and theories: 1. Some of these concepts and theories are fundamentally based on academic’s principals. The fundamentals are composed of many factors i.e., sales, earnings, revenues, profits, loses, management, taxes, to name a few. These factors are analysed and broken down to determine value. Is it expensive? Is it undervalued? Is there growth? Is it a distress investment?

2. Some concepts and theories are based on technical analysis - a methodology for forecasting the direction of prices through the study of past market data, primarily price and volume during a given period of time.

3. Some participants are short term investors others are long term. Participants can be individual or institutional. Their intentions short or long term are part of the causation of price fluctuation.

4. Global factors, geopolitical, monetary policies.

Strategic Diversification Adding multiple strategies to a portfolio seeks to provide a level of strategic diversification that aims to bridge the gap between bull market highs and bear market lows.

The compounding effect over time of having multiple strategies, each responding differently to various market environments, aspires to narrow the volatility on the path to one’s investment goals.

Investors have online access to: 1. Retrieve account documents 2. View statements 3. Track current allocations and investment expectations Each report compares actual performance to each investor’s personal benchmark compiled from research data on their strategies from the past decade. The data is run through hundreds of Monte Carlo simulations and plotted to create a graph illustrating the calculated probability of reaching their goal.

A disciplined investment strategy is an important cornerstone in any financial plan. A G M Investment Group manages client portfolios through all of life’s stages.

It does help with strategies for wealth accumulation, preservation, and distribution. It develops an investment strategy tailored to customer’s financial goals and concerns.

AGM’s Clients 1. Young “Accumulators”: AGM works with young families and professionals who are saving for the future. It recognizes the potential of the clients and stand ready to help them through all of life’s stages. It actually builds strong relationships that will last for many decades.

2. High Net Worth Individuals and Families: At the core of the business, AGM serves clients who have worked hard to build a nest egg. During their peak earning years and into retirement, it helps ensure an investment strategy that supports their financial goals.

Regardless of portfolio size or the client’s phase of life, it focuses on a diversified investment approach and help the clients maintain discipline through all types of market cycles. A G M Investment Group fee structure is a one percent flat fee for accounts under one million and a negotiated rate above one million.

Managing Investor Expectations This process provides investors with illustrated tools demonstrating portfolio performance in relation to their personalized investment benchmark.

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ASSETVILLA FINANCIAL ADVISORS AssetVilla is a full-Service Provider focused on clients and their ‘end to end’ needs Advisory Services.

With a thorough understanding to fulfil financial goals of the customers, it has designed its offerings in such a way that most of the client's requirement in the area of Mutual Fund, Debt, Insurance and Financial Advisory Services are fulfilled under a SINGLE UMBRELLA. The emphasis has always been on quality and timely delivery of services. The clients will reap the benefits of expert advice, fact-based guidance and support from someone who genuinely cares for their growth.

VISSION

“Our goal is to be the leader in every market we serve to the benefit of our customers” MISSION

“To help our customers achieve financial prosperity and peace of mind” 18

The 10 Best Stock Advisors in India, 2021 AssetVilla’s focus has always been in all custom level, it does customized solutions for different clients suiting their financial goals fulfils. The esteemed client's financial goals fulfil are paramount and the success of clients is the biggest reward.

Solutions are been developed accordingly to the customer’s need. Creativity and innovation are key factors which encourages new ideas which helps to address unique opportunities.

Integrity is the most important part of any business and to ensure it, one has to raise the bar each time. Due to the quality of service being provided by the AssetVilla, it has got loyalty and repeated business from the same clients.

The company actually works as an enabler and a catalyst in the client's growth. Providing customized solutions to the client's financial goals is the utmost priority. Hence its mantra is - “if our client's gratified, we gratified”.

Services 1. Financial Planning It is the process of meeting your financial goals through the proper management of your finances.

Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

2. Insurance planning Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with JANUARY 2021

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planning technique.

You must be thinking how insurance planning is associated with financial planning? But the fact is that where financial planning is a way of formalizing goals over time and creating a path to accomplish the benefits, the relevance of insurance planning cannot be left behind. As insurance planning assists in protecting, you from adverse financial crises or losses which come across towards your wealth management.

3. Tax Planning Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Jayprakash S Maurya

Founder and Business - Head your specific circumstances and requirements in mind.

Insurance recommendations provided by us include: A. Life Insurance B. Health Insurance C. Personal Accident Insurance D. Income Protection Insurance E. Child Cover If you have existing insurance arrangements, it is important to realise that both over-insuring and underinsuring can be costly. Your authorised planner will review these arrangements and ensure that you are appropriately covered.

The lost earnings can be experienced with the death, disability, estate settlement costs and its clear impact is seen on the financial wellbeing. Thus, by seeking the insurance planning assistance one can receive extensive relief in one’s overall financial status. Planning for covering all possible risks through insurance always turns out to be fruitful as well as satisfactory for each one of us.

Instead of considering insurance planning as an absolute tool towards the overall financial planning, we misunderstand it by saying an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of excessive peace of mind through an effective insurance JANUARY 2021

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Our consultants make it a priority to enhance their mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

4. Estate Planning Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you: A. Review your existing estate planning documents B. Integrate your estate plans with tax, investment, business and insurance planning C. Manage the issues associated with a sizable inheritance D. Identify the most beneficial trust structures for your particular needs E. Use tax-efficient wealth-transfer strategies F. Carry out your philanthropic goals G. Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes H. Advise on business succession strategies I. Support family wealth education.

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The 10 Best Stock Advisors in India, 2021

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EQUINOMICS RESEARCH AND ADVISORY PVT LTD

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"The stock market is filled with individuals who know the price of everything, but the value of nothing."

Phillip Fisher Chokkalingam G

Equinomics Research & Advisory Private limited Founder (Equinomics) is a SEBI registered Research Analyst located in Mumbai. Equinomics is the authorized Focus is on value stocks with long-term investment person of a leading brokerage house, where the demat & perspectives – doesn’t encourage exclusive short-term trading account is opened and maintained. Equinomics trading or speculative investments. since its inception has been able to build a team of professionals with varied experiences and expertise.

PASSION, THEN BUSINESS

Equinomics believes in “Value investing for Wealth creation in long term through Equinomics perspectives”. Believes in building the business in the most ethical way Equinomics Perspective arise from strong fundamental – absolute honesty, integrity and transparency are at the research by using different methodologies to identify core of firm’s business philosophy; multi-bagger ideas. The different methodologies such as thematic approach, perception driven PE, bottom-up INVESTMENT PHILOSOPHY & top-down approach etc.

We follow Value investment philosophy – we bank on Equinomics also believes in core values of integrity valuation comfort zone and avoid speculative stock & transparency. We give disclaimers regarding the ideas. We do not get deterred by possible underholdings of the company, family etc. performance in the short term as value investment INVESTMENT FOCUS approach at times takes much longer duration.

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AN INTRODUCTION TO THE INDIAN STOCK MARKET There are two kinds of investors: those who know about the investment opportunities in India and those who don't. India may look like a small dot to someone but upon closer inspection, you will order find the same things you would expect from any flow that promising market. leads to reduced costs, market efficiency and innovation. The presence The BSE and NSE of arbitrageurs keeps the Most of the trading in the Indian stock market takes prices on the two stock place on its two stock exchanges: the Bombay Stock exchanges within a very tight range.

Exchange (BSE) and the National Stock Exchange (NSE). The BSE has been in existence since 1875. The NSE, on the other hand, was founded in 1992 and Trading Mechanism started trading in 1994. However, both exchanges Trading at both the exchanges takes place through follow the same trading mechanism, trading hours an open electronic limit order book in which order and settlement process. matching is done by the trading computer. There are As of JANUARY 2020, the BSE had 5,518 listed firms,1 whereas the rival NSE had about 1,799 as of Dec. 31, 2019.2 Out of all the listed firms on the BSE, only about 500 firms constitute more than 90% of its market capitalization; the rest of the crowd consists of highly illiquid shares.

Almost all the significant firms of India are listed on both the exchanges. The BSE is the older stock market but the NSE is the largest stock market, in terms of volume. As such, the NSE is a more liquid market.

In terms of market cap, they're both comparable at about $2.3 trillion. Both exchanges compete for the 22

no market makers and the entire process is orderdriven, which means that market orders placed by investors are automatically matched with the best limit orders. As a result, buyers and sellers remain anonymous.

The advantage of an order-driven market is that it brings more transparency by displaying all buy and sell orders in the trading system. However, in the absence of market makers, there is no guarantee that orders will be executed.

All orders in the trading system need to be placed through brokers, many of which provide an online JANUARY 2021

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Sensex and Nifty. Sensex is the oldest market index for equities; it includes shares of 30 firms listed on the BSE, which represent about 47% of the index's free-float market capitalization. It was created in 1986 and provides time series data from April 1979, onward.

Another index is the Standard and Poor's CNX Nifty; it includes 50 shares listed on the NSE, which represent about 46.9% of its free-float market capitalization. It was created in 1996 and provides time series data from July 1990, onward.

Market Regulation The overall responsibility of development, regulation, and supervision of the stock market rests with the Securities and Exchange Board of India (SEBI), which was formed in 1992 as an independent authority. Since then, SEBI has consistently tried to lay down market rules in line with the best market practices. It enjoys vast powers of imposing penalties on market participants, in case of a breach.

Who Can Invest in India?

India started permitting outside investments only in the 1990s. Foreign investments are classified trading facility to retail customers. Institutional investors can also take advantage of the direct into two categories: Foreign Direct Investment market access (DMA) option in which they use (FDI) and Foreign Portfolio Investment (FPI). All trading terminals provided by brokers for placing investments in which an investor takes part in the orders directly into the stock market trading system. day-to-day management and operations of the company are treated as FDI, whereas investments in shares without any control over management and operations are treated as FPI. Settlement and Trading Hours Equity spot markets follow a T+2 rolling settlement.

This means that any trade taking place on Monday gets settled by Wednesday. All trading on stock exchanges takes place between 9:55 a.m. and 3:30 p.m., Indian Standard Time (+ 5.5 hours GMT), Monday through Friday. Delivery of shares must be made in dematerialized form, and each exchange has its own clearing house, which assumes all settlement risk by serving as a central counterparty.

For making portfolio investments in India, one should be registered either as a foreign institutional investor (FII) or as one of the sub-accounts of one of the registered FIIs. Both registrations are granted by the market regulator, SEBI.

Foreign institutional investors mainly consist of mutual funds, pension funds, endowments, sovereign wealth funds, insurance companies, banks, and asset management companies. At present, India does not allow foreign individuals to invest directly in its stock market. However, highnet-worth individuals (those with a net worth of at Market Indexes The two prominent Indian market indexes are least $50 million) can be registered as sub-accounts of an FII. JANUARY 2021

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Foreign institutional investors and their subaccounts can invest directly into any of the stocks listed on any of the stock exchanges. FIIs can also invest in unlisted securities outside stock exchanges, subject to the approval of the price by the Reserve Bank of India.

An FII registered as a debt-only FII can invest 100% of its investment into debt instruments. Other FIIs must invest a minimum of 70% of their investments in equity. The balance of 30% can be invested in debt. FIIs must use special non-resident rupee bank accounts in order to move money in and out of India. The balances held in such an account can be fully repatriated.

Restrictions and Investment Ceilings

The Bottom Line

The government of India prescribes the FDI limit, and different ceilings have been prescribed for different sectors. Over a period of time, the government has been progressively increasing the ceilings. FDI ceilings mostly fall in the range of 26% to 100%.

Emerging markets like India are fast becoming engines for future growth. Currently, only a very low percentage of the household savings of Indians are invested in the domestic stock market, but with gross domestic product (GDP) growing at 7% to 8% annually for the last few years, though in the 6% range for 2018 and 2019, and a stable financial market, we might see more money Investments for Foreign Entities Foreign entities and individuals can gain exposure to joining the race. Maybe it's the right time for outside Indian stocks through institutional investors. Many investors to seriously think about joining the India India-focused mutual funds are becoming popular bandwagon. among retail investors. Investments could also be made through some of the offshore instruments, like participatory notes (PNs), depositary receipts, such as American depositary receipts (ADRs) and global depositary receipts (GDRs), exchange-traded funds (ETFs) and exchange-traded notes (ETNs).

As per Indian regulations, participatory notes representing underlying Indian stocks can be issued offshore by FIIs, only to regulated entities.

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MASTERTRUST STOCK BROKER COMPANY mastertrust Group has been enabling a diverse set of investors to make the most of the exciting investing opportunities in the Indian market. Our experience spans to a wide range of asset classes to offer our clients a one-stop solution for all their investment needs.

As a group, we are strongly focussed on value investing and nurturing a healthy investment culture. Our purpose is to help investors take informed decisions with timely knowledge and guidance.

The 10 Best Stock Advisors in India, 2021

2. Customer first Your time is important to us. That’s why we take extreme care to ensure that you receive seamless service whenever and wherever you need it. We consider your investment style and tailor our solutions to offer customized care. If you like to do things yourself, we ensure everything you need is a click away. If you like to be guided, we will allot a dedicated relationship manager to you.

3. Research and Advisory Our dedicated research and advisory team will

4 Reasons to Trust mastertrust 1. Unbiased advice Our primary focus is on building relationships of trust with investors. That’s why we provide them with unbiased advice in a transparent and secure manner. We offer you a complete bouquet of products to choose from, and our experts can customize a solution to meet your unique financial needs.

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bring you the best investment ideas across asset classes and help you take informed decisions. Our Master Picks include intra-day calls, delivery calls, F&O strategy and swing trades. What’s more, we offer you a collection of investing tools to help you filter and find great ideas on your own.

4. Trading channels Every investor is unique. At mastertrust, we understand that only too well. That’s why we provide our investors with multipoint access to invest in any financial product. From a fully integrated portal for DiY investments to dedicated investment advisors who can personally guide you in the right direction, we make sure that every investor is well taken care of.

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Mr. Harjeet S. Arora Managing Director

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STREETGAINS The 10 Best Stock Advisors in India, 2021

"The stock market is never obvious.

It is designed to fool most of the people, most of the time."

Jesse Livermore

Registered at Securities and Exchange Board of India 2. Risk is the ever-present companion of opportunity; there is no opportunity without risk. the first job (SEBI), Streetgains is an equity and commodity advisory of any trading methodology must be effective risk (Research) firm that Indian retail traders vouch for. management.

Streetgains is a business name that is explained as Stock market Research with Entry, Exit, and Target for Gains 3. Behavioural factors are very important. On a large scale, investors have had similar reactions to risk, We are a team of professionals with 10+ years of experience opportunity, and volatility in markets since, literally, in research and trading in Indian Markets. Streetgains the beginning of recorded market history. On a smaller is formed on the basis of providing research support to scale, individual traders, asset managers, and even Indian retail traders and investors firms are vulnerable to emotionally-driven errors. The importance of discipline and psychological balance Objective cannot be underestimated.

To reach every trader of the Country with the best possible 4. We believe that intuition and discretion have a place solution to their trading worries in the investment process, but they must be tempered and informed by a rigid statistical Our research philosophy framework.

We understand the pulse of traders 5. Any analytical approach can 1. Markets are very close to efficient. It is exceedingly difficult to make money trading. To do it is essential to have an edge in the market, and to apply that edge with discipline. Risk is the ever-present companion of opportunity; there is no opportunity without risk. The first job of any trading methodology must be effective risk management.

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only give a

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probabilistic tilt to the future direction of prices and/or volatility. Fundamental analysis, macro analysis, economics, models, technical analysis, and any other analytical tools only work within the framework of probability. Nothing is certain in any market at any time.

6. Most things that most people believe work in the market simply do not work. It is vitally important to have a disciplined process that has a verifiable edge.

7. Our unique way to give the best out of day trading recommendations, we do understand the context of market psychology related to individual stock performance. For the betterment of entry and exit, we follow our methods and systems of day trading.

Santhosh Kumar V Founder, CEO

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The 10 Best Stock Advisors in India, 2021

RESEARCH & RANKING WHO WE ARE – EQUITY MARKET RESEARCH FIRM IN INDIA As part of Equentis group, Research and Ranking have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009.

Ten years on, we have built the India’s first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology.

Our learning, as an equity research firm for so many years, has been–

Manish Goel

In the short term, the market is driven by just two emotions: Fear and Greed

Founder-Director

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This could be an oversimplification, but it is often We are online now helping our clients create wealth by ensuring that you benefit from the required true.

A lot of investors get caught up in greed (excessive winning combination. But we are not done yet. desire) and fear (fear of suffering large losses). And We want to achieve more. We aim to provide why not? Most of us have a desire to create wealth you with more innovative tools, backed by smart algorithms & advanced technologies, which will in the shortest period of time. make your wealth creation journey easier and help This short-term mentality, most of the times, you in avoiding costly mistakes in equity markets. leads to undesired losses. The final result is that If you are an existing customer, thank you for your investors decide to stay away from any form of continued support. If you are a new customer, we equity investments in the future. Intrigued by this look forward to having you on-board. problem, we began searching for a solution.

Wealth creation via equity investments is the solution; but it requires the winning combination of your Patience to stay invested for the long term, have the Risk Appetite to face negative growth periods and Identify The Right Growth Businesses to invest in. This will ensure that you won’t get swayed in the dominant market sentiment of the day, which can be driven by a mentality of fear and/or greed. And all of this needs to happen in a hassle-free and cost-effective manner.

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POPULAR INVESTMENT OPTIONS IN INDIA

You have numerous investment options to choose from. 2. Mutual Funds However, you have to ensure that you are investing in only Mutual funds have been around for the past few decades, and those options that fall under your risk tolerance and serve are gaining popularity amongst millennials. A mutual fund your requirements. The following are the top 7 investment pools investment from various individual and institutional options in India: investors who have a common investment objective. The pooled sum is managed by a finance professional called the fund manager, who invests in securities and assets to 1. Direct Equity generate optimum returns for investors. Mutual funds are Direct equity, commonly referred to as investing in stocks, broadly divided into equity, debt and hybrid funds. is probably the most potent investment vehicle. When you Equity mutual funds invest in stocks and equity-related buy a company’s stock, you buy partial ownership of that instruments, while debt mutual funds invest in bonds company. You directly invest in the company’s growth and and papers. Hybrid funds invest across equity and debt development. You need to have enough time and possess instruments. Mutual funds are flexible investment vehicles, the market knowledge to benefit from your investment. If in which you can begin and stop investing as per your not, then investing in direct equity is as good as speculation. convenience. Any individual may consider investing in Stocks are offered publicly listed companies through the recognised stock exchanges and can be bought by any investor who has Demat account and undergone KYC verification. Stocks are ideal for long-term investments.

You have to actively manage your investments as various economic and business factors influence stocks. Also, you need to understand that the returns are not guaranteed and be willing to assume the associated risks.

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mutual funds.

You don't need to have time or knowledge to invest in mutual funds as the fund manager takes care of portfolio constitution, and you only have to invest. However, it is advisable to invest in only those funds whose risk levels and objectives match yours. The returns are not guaranteed as they are dependent entirely on the market movements.

Note that past performance of a fund does not indicate future returns.

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3.

Fixed Deposits

withdrawn at the end of the 15 years is entirely tax-free in the investor's hands. PPF also allows loans and partial Fixed deposits are an investment option offered by banks withdrawals after certain conditions have been met. and financial institutions under which you deposit a lump Premature withdrawals are permitted to meet certain sum for a fixed period and earn a predetermined rate of conditions, and you can extend your investment in a fiveinterest. Unlike mutual funds and stocks, fixed deposits year block upon maturity. offer complete capital protection as well as guaranteed returns. However, you compromise on the returns as they remain the same.

Fixed deposits are ideal for the conservative investor. The interest offered by fixed deposits change as per the economic conditions and are decided by the banks depending on the RBI's policy review decisions. Fixed deposits are typically locked-in investments, but investors are often allowed to avail loans or overdraft facilities against them. There is also a tax-saving variant of fixed deposit, which comes with a lock-in of 5 years.

6.

Employee Provident Fund

Employee Provident Fund (EPF) is another retirementoriented investment vehicle that helps salaried individuals get a tax break under the provisions of Section 80C of the Income Tax Act, 1961. EPF deductions are typically a percentage of an employee's monthly salary, and the same amount is matched by the employer as well.

Upon maturity, the withdrawn corpus from EPF is also entirely tax-free. EPF rates are also decided by the Government of India every quarter, and the sovereign guarantees back your investments in EPF. You can 4. Recurring Deposits contribute more than the minimum prescribed amount A recurring deposit (RD) is another fixed tenure investment under the Voluntary Provident Fund (PPF). However, you that allows investors to invest a fixed amount every month need to note that you can access your EPF investments for a pre-defined time and earn a fixed rate of interest. only on meeting specific criteria and your EPF account Banks and post office branches offer RDs. The interest rates matures only when you retire. are defined by the institution offering it.

An RD allows investors to invest a small amount every month to build a corpus over a defined time period.

RDs offer complete capital protection as well as guaranteed returns. Like fixed deposits, RDs are recommended for risk-averse investors.

5.Public Provident Fund Public Provident Fund (PPF) is a long-term tax-saving investment vehicle that comes with a lock-in period of 15 years. It is offered by the Government of India and the sovereign guarantees back your investments.

The interest rate offered by PPF is revised on a quarterly basis by the Government of India.

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7. National Pension System The National Pension System (NPS) is a relatively new tax-saving investment option. Investors subscribing under the NPS scheme will mandatorily stay locked-in until their retirement and can earn higher returns than PPF or EPF. This is because the NPS offers plan options that invest in equities as well.

The maturity corpus from the NPS is not entirely tax-free, and a part of it has to be used to purchase an annuity that will give the investor a regular pension. You can withdraw only up to 40% of the entire corpus accumulated as a lump sum, while the remaining goes towards an annuity plan. Some government employees are compulsorily required to subscribe to NPS. 33

PUNE e STOCK BROKING LIMITED

The 10 Best Stock Advisors in India, 2021

to provide strong recommendations and suggestions for creating an investment portfolio.

Daidipya Ghodnadikar Chief Operations Officer INTRODUCTION Started in the year 2007, PUNE e STOCK BROKING LIMITED. Ltd. is a corporate broking house that strives to assist clients in realizing their investment goals, through the use of latest technology, in-depth market research and state-of-the art analytical systems.

Our dedicated team of experts works in tandem with a client’s needs, requirements and aspirations and clubs these with extensive market research to be able 34

We understand that the needs of every client differ, and so, our research includes both modern as well as traditional investment strategies that will bring about assured gains to the client.

MOTTO The Company's motto is to provide our clients with secure, reliable and flawless investment strategies while helping them to achieve high returns from their portfolio. It is with this aim that we empower our clients with the knowledge of both the advantages and the risks involved in all their transactions. Maintaining a transparent and corial method of business is of utmost importance to us, and as such, every advice we give, and every suggestion we make, is in favour of the client's welfare and benefit.

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b) Trading in Commodities: Pune e Stock Broking Private Limited is one of Pune’s top corporate broking houses. We provide a wide range of broking services which includes trading on Cash and Derivative segments of both Bombay Stock Exchange of India Limited (BSE), National Stock Exchange of India Limited (NSE) and Commodities Exchanges viz.

MCX & NCDEX

Commodities Derivative market has emerged as a new avenue for investors to create wealth. Today, Commodities have evolved as the next best option after stocks and bonds for diversifying the portfolio.

Based on the fundamentals of demand and supply, Commodities form a separate asset class offering investors, arbitrageurs and speculators immense potential to earn returns.

SERVICES:

c) Trading in Currencies:

The global increase in trade and foreign investments has led to inter-connection of many national economies.

Investing in shares or stock market is inarguably the This and the resulting fluctuations in exchange rates, best route to long-term wealth accumulation. However, has created a huge international market for Forex it can also be a very risky proposition due to high risk- rendering investors another exciting avenue for return trade-off prevalent in the stock market. Hence, trading. The Forex market offers unmatched potential it is more appropriate to take help of an experienced for profitable trading in any market condition or any and trustworthy expert who will guide you as to when, stage of the business cycle. where and how to invest. a) Trading in Stocks:

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The 10 Best Stock Advisors in India, 2021 OUR STORY

SAPIENT WEALTH ADVISORS & BROKERS PRIVATE LIMITED

It’s noteworthy to mention that Pallav Bagaria and Mudit Bansal at Brand New Day in Guwahati have done a similar collaborative partnership, in the year A Tale of Three Cities 2015 with Shyam Singhania and Divya Khemka to take From the very beginning, our journey has been one the business to a higher orbit of growth. of partnerships. Perhaps, nothing is more telling of our diversity and well-roundedness than the fact that They proceeded to approach Dhruv Mehta, a distributor parts of the company blossomed across the country with thought leadership and Roopa Venkatakrishnan, a distributor known for her radical approach, in eventually merging into one.

JANUARY 2020, a move that culminated into a greater It all started in 2009 when Janak Shah, a successful expansion of capabilities and legacy for Sapient. advisor joined hands with Amit Bivalkar and Rahul Khandekar, both MF industry professionals to set up Sapient.

OUR PHILOSOPHY

By April 2019, Sapient, Pune, joined hands with Paresh Kariya of Aargus, Mumbai as well as Pallav Bagaria of Tailor-made Clarity Brand-New Day, all the way in Guwahati, both of them When it comes to wealth management, we understand established and well-respected distributors. that every client is unique, each with their own set of

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aspirations and expectations. At Sapient, we are in the business of simplifying your investment journey.

We keep various communication channels open and listen intently to bring clarity from a position of empathy. Ultimately, clarity can clear clutter to help you focus on the few things that will deliver the desired outcome.

Our Vision To become the most admired and respected wealth management firm, bringing financial independence and abundance to its clients.

Our Mission Ensuring security and delivering prosperity to our clients to help fulfil their needs and achieve their aspirations.

Amit Bivalkar

Managing Director and CEO

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The 10 Best Stock Advisors in India, 2021

PURNARTHA INVESTMENT ADVISERS PVT LTD

ABOUT US

short-cuts to wealth. Our core philosophy therefore is-"Long term investment focus and value investing in Purnartha is driven by commitment. Fuelled by trust. non-cyclical companies rooted in middle class values Purnartha is the manifestation of a simple thought - to i.e., growth without debt ensures better returns." demystify the world of equity investment and create Our investment philosophy helps us filter companies an ecosystem that is backed by unmatched expertise, which fulfil these parameters for investing. Typically, transparency and strong relationships to help people we look at the following aspects: prosper and grow.

Purnartha equity experts and research analysts help Backed by a team of industry veterans and subject you find the right stocks which fulfil these criteria. matter experts, since its inception in 2009, Purnartha Purnartha's equity investment research methodology has grown and become a 7,500+ strong family. Having selects the most suitable companies to invest for longoutperformed benchmarks such as NIFTY over time, term gains Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, Our research analysts don't just look at stock prices.

Instead, they look at the company's history, business creating a circle of value, trust and wealth. model, volume growth, company management and corroborate their findings with on-field checks and WE DON'T DIRECTLY HANDLE forensic analysis and use statistics, logic and in-depth understanding of over 11 years of business cycle to CLIENT'S FUNDS identify the best equities for investment. These few Our unique model of not directly handling client funds companies are expected to grow over a period generating helps us to maintain incomparable transparency in our good returns on investment. This approach allows dealings.

Purnartha to manage risk while creating portfolios with Purnartha Investment Philosophy Drives Investment a combination of high returns and diversification.

Advisory Services. Purnartha follows a philosophydriven investment approach. We believe there are no

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WHY US A Partnership that Goes Well Beyond Business.

Winning partnerships are based on trust and commitment - two qualities that are deeply imbibed in each one of us. By providing research-based, unbiased and personalised investment strategies, we go to great lengths so that you make the most of your investments.

So much so, we invest in the same stocks that we recommend to our clients. Furthermore, we offer flexible plans where we don't charge you until we've honoured our commitments. For you are more than a client, you are family.

FEATURES 1. Results Driven 2. Backed by an Experienced Team 3. Supported by On-field Checks 4. Client Oriented

RAHUL RATHI Dirctor

5. We Don't Touch Client's Money 6. Robust Research Methodology 7. Lower Drawdown, Faster Recovery

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INVESTMENT STRATEGIES FOR EXTREMELY VOLATILE MARKETS Most investors are aware that the market undergoes times of strong trends. But what happens in periods of extreme volatility? Making the wrong moves could wipe out previous gains and more. By using either non-directional or probability-based trading methods, investors may be able to more fully protect their assets.

can be used to help determine whether this factor applies to a given stock or security. Investors who use this strategy will compare the company's future growth as anticipated by the market with the company’s actual financial data, including current cash flow and historical growth.

This comparison helps calculate the probability that the stock price is truly reflecting all pertinent data. Companies that stand up to the criteria of Volatility vs. Risk this analysis are therefore considered more likely It's important to understand the difference between to achieve the future growth level that the market volatility and risk before deciding on a trading perceives them to possess. method. Volatility in the financial markets is seen as extreme and rapid price swings. Risk is the possibility of losing some or all of an investment.

As volatility of the market increases, so do profit potential and the risk of loss. There's usually a marked increase in the frequency of trades during these periods and a corresponding decrease in the amount of time that positions are held. In addition, a hypersensitivity to news is often reflected in market prices during times of extreme volatility.

Probability-Based Investing Although investors' consensus will usually result in a relatively efficient stock price that reflects all known information, there are times when one or more key pieces of data about a company are not widely disseminated. That can result in an inefficient stock price that's not reflected in its beta.

The investor is, therefore, taking an additional risk of which, they are most likely unaware.

Probability-based investing is one strategy that

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Directional vs. Non-Directional Investing Most private investors practice directional investing, which requires the markets to move consistently in a desired direction (which can be either up or down). Market timers, long or short equity investors, and trend investors all rely on directional investing strategies. Times of increased volatility can result in a directionless or sideways market, repeatedly triggering stop losses. Gains earned over years can be eroded in a few days.

matters with this strategy. The goal is to leverage differences in stock prices by being both long and short among stocks in the same sector, industry, nation, market cap, etc.

By focusing on the sector and not the market as a whole, you place emphasis on movement within a category. Consequently, a loss on a short position can be quickly offset by a gain on a long one. The trick is to identify the standout and the underperforming stocks.

The principle behind the equity-market-neutral Non-directional investors attempt to take strategy is that your gains will be more closely advantage of market inefficiencies and relative linked to the difference between the best and worst pricing discrepancies. Next, we'll take a look at performers than the overall market performance— and less susceptible to market volatility. some of those strategies.

Equity-Market-Neutral Strategy

Merger Arbitrage

Here is where stock pickers can shine because the Many private investors have noticed that the stocks ability to pick the right stock is just about all that of two companies involved in a potential merger

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or acquisition often react differently to the news as well as the ability to determine individual of the impending action and try to take advantage performance relative to the market in general. of the shareholders' reaction. Often the acquirer's stock is discounted while the stock of the company to be acquired rises in anticipation of the buyout.

Trading on Volatility A merger arbitrage strategy attempts to take advantage of the fact that the stocks combined generally trade at a discount to the post-merger price due to the risk that any merger could fall apart. Hoping that the merger will close, the investor simultaneously buys the target company's stock and shorts the acquiring company's stock.

Relative Value Arbitrage The relative value approach seeks out a correlation between securities and is typically used during a sideways market. What kinds of pairs are ideal?

They are heavyweight stocks within the same industry that share a significant amount of trading history.

Investors who seek profits from market volatility can trade ETFs or ETNs that track a volatility index. One such index is the Volatility Index (VIX) created by Cboe.

Volatile times provide an opportunity to reconsider your investment strategy. Although the approaches described here are not for all investors, they can be leveraged by experienced traders. Alternatively, each option is available through a professional money manager.

Once you've identified the similarities, it's time to wait for their paths to diverge. A divergence of 5% or larger lasting two days or more signals that you can open a position in both securities with the expectation they will eventually converge.

You can long the undervalued security and short the overvalued one, and then close both positions once they converge.

Event-Driven Strategy This scenario is triggered by corporate upheaval, whether it be a merger, asset sale, restructuring, or even bankruptcy. Any of these events can temporarily inflate or deflate a company's stock price while the market attempts to judge and value these new developments.

This strategy does require analytical skills to identify the core issue and what will resolve it,

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