Grab discount upto 30% and valuable freebies under Holi Dhamaka Offer (closes on 5th April 2021). Click here for details.




SERVICES:        HIDDEN GEMS    |    VALUE PICKS    |    15% @ 90 DAYS    |    WEALTH-BUILDER


Sunday, May 4, 2014

Wealth-Builder Portfolio - Returns @ 56.4% since Jan'13

Dear Reader,

2013 was a good year for equity investors and 2014 is setting a trend which indicates start of a new bull run. Investors who invested in high quality companies reporting 20-30%+ annualized growth are reaping the rewards with handsome profits in their portfolio today. We have seen many companies with strong fundamentals got re-rated and hence delivered exceptional returns to the shareholders. We expect same will continue going forward and any correction in stock market will be considered as a great buying opportunity. 

In case you have yet not already started building a portfolio of high quality and high growth stocks for long term wealth creation, we suggest you to start investing in equities with a long term view to get rewarded. Below is the Wealth-Builder Portfolio allocation and the returns which it has given to our Wealth-Builder members since 1st Jan'13.

We are pleased to inform you that our Wealth-Builder portfolio has performed exceptionally well since 1st Jan'13 giving returns of 64.6% to our Wealth-Builder members. We believe, investing in Wealth-Builder portfolio with regular portfolio review from our end can help you achieve market beating and very good returns over a longer term and help you take care of yourself and your family needs, which ultimately lead to a healthy and wealthy life after retirement.

During 2013 & 2014 as on date, our Wealth-Builder portfolio has outperformed Nifty and Sensex by wide margin. Since 1st Jan 2013, Nifty has given returns of 12.5%, Sensex returns is 14.4% where as Wealth-Builder portfolio has given returns of 56.4% returns to our members.
Wealth-Builder returns as on date is 56.4% considering cash allocation in portfolio and losses booked in few of non performing companies during 2013 and 2014, we replaced them with other good investment opportunities. We have total 13 stocks  along with 5% (approx) cash allocation in our Wealth-Builder portfolio as on date. We have not considered dividend paid by these companies in calculation of overall returns, hence absolute Wealth-Builder returns are higher than 56.4% as illustrated above.

Now, what is good is that the economy seems to have bottomed out, the growth outlook has improved and we are therefore hopeful for a very good 2014 for equity investors. If election results give us stable new government, we can see stock market soaring to new highs with rise of another 10-15% in short term and in case of any negative surprises, correction of 10-15% cannot be ruled out. However, any correction in stock market must be considered as a buying opportunity by medium to long term investors. 

Moreover, we believe that investment in equity market should be done in a systematic way and long term investors should not try to time their investments considering such events. Let's keep on investing in great businesses by taking disciplined approach rather than waiting for right entry point. We believe that our selected stocks  will continue to outperform major indices like Sensex and Nifty (will continue to review their performance and make necessary changes when ever required) and deliver far superior annualized returns during 2014 also.

Wealth-Builder is our offline portfolio management service. Using Wealth-Builder, you can manage your portfolio like a professional.

1. You Plant – You will manage your money at your own. Using your own Dmat account, you will purchase and sell shares at right point of time.

2. We Nurture – We will guide you with detailed report suggesting which stock to buy, at what price to buy and of course how much to buy, when to sell and how much to sell. Based on our recommendations, you will create and modify your portfolio to maximize your returns on your investments over a period of time.

3. You Harvest – It’s a fact that equities can give you maximum returns compared to any other asset class if invested with a long term horizon (5 years and above). Investing in fundamentally strong small and mid cap companies ensures that you keep harvesting your money in form of regular and higher dividends year after year along with capital appreciation.

Below are the unique advantage and benefits of Wealth-Builder over conventional PMS and Mutual Fund:

1. You manage your money at your own without giving it to mutual fund or PMS with benefit of any time access to your portfolio.

2. You will not be charged any asset management fee, exit / entry load, administration charges. Only one time nominal annual subscription cost will be charged.

3. Wealth Builder ensures capital protection; your portfolio will not be over churned to earn higher brokerage like many brokerage houses.

4. Exposure to our well researched stocks - Hidden Gems and Value Picks.

5. Limited transactions – once or twice in a month, you can manage your portfolio giving only 30 – 60 minutes in a month without affecting your busy schedule.

Wealth-Builder ensures giving better returns compared to major indices like Sensex or Nifty.

We published Wealth-Builder 10 Lakh Rupee portfolio - Apr'14 and shared it with our Wealth-Builder members on 06th Apr'14. Wealth-Builder - May'14 portfolio update will be released soon. Our Wealth-Builder subscribers need to replicate our recommended portfolio in exact proportion. For ex: If we recommend to invest Rs 50,000 in “x” company with portfolio allocation of 5% in Rs. 10 lakh portfolio, subscriber starting his portfolio with Rs. 2 lakh need to invest Rs. 10,000 in “x” company with similar portfolio allocation i.e. 5%.

Start managing your equity portfolio like a professional, subscribe to Wealth-Builder by paying nominal annual fee of  Rs. 15,000 for entire year. To subscribe to our Wealth-Builder services, click here.

In case of any queries related to Wealth-Builder, simply write to us at

Team - Saral Gyan.