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SERVICE

INVESTMENT HORIZON
MARKET CAP / INDEX
NUMBER OF RECOMMENDATIONS
SELECTION
CRITERIA
SUGGESTED ALLOCATION *
1 YEAR SUBSCRIPTION PLAN
1 - 3 Yrs
Small / Micro Cap
(BSE Small Cap)
12 per year
Growth / Value
(Mkt Cap < Rs. 250 Crs)
10% - 20%
Rs. 7,500 ($155)
1.5 - 3 Yrs
Mid Cap
(BSE Mid Cap)
12 per year
Growth / Value (Mkt Cap: Rs. 1,000 - 10,000 Crs)
20% - 40%
Rs. 5,000 ($105)
3 Months
Mid Cap
(BSE - 500)
12 per year
Technical Analysis / Recent Developments
Not Applicable
Rs. 2,500 ($55)
3 - 7 Yrs
Across Market Caps
12 - 24 Portfolio Updates per year
Long Term
Wealth Creation
10 - 15 Stocks
Rs. 15,000 ($310)




* Suggested Allocation - This is the percentage of funds that you could allocate (out of your total equity portfolio) to each category of stocks. Please note that these allocations are purely indicative.
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