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Saturday, July 25, 2015

Releasing Soon: Wealth-Builder Portfolio Update - July'15

Dear Reader,

We continue to remain invested in good companies with strong fundamentals and already started shifting our focus from IT and pharmaceuticals to cyclic and domestic consumption companies which are expected to perform comparatively well in near future. We believe that stock market rally may continue with small corrections in stock market and these correction must be considered as a buying opportunity. We expect cyclical stocks will outperform in 2015 considering ease in interest rates, fall in crude oil prices and higher spending.

If we look at last year and first half of 2015, we find it as a good period for equity investors who invested in high quality companies reporting 20-30% + annualized growth as these companies got their due share of re-rating and delivered exceptional returns to the shareholders. Moreover, major indices corrected by more than 10% post all time high made in march this year giving opportunity to long term investors to buy quality companies with strong fundamentals at lower levels. In case you have not yet started building a portfolio of high quality and high growth stocks for long term wealth creation, please find below the Wealth-Builder portfolio allocation for your reference.


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. 

Since inception, our Wealth-Builder portfolio has outperformed Nifty and Sensex by wide margin. Since 1st Jan 2013, Nifty has given returns of 43.2%, Sensex returns is 43.6% where as our Wealth-Builder portfolio has given returns of 230.4% returns to our members.



We are glad to inform our readers that 6 stocks out of 15 in our Wealth-Builder portfolio have made new all time high in July'15 leaving highs of Sensex and Nifty behind. It also indicates that we are holding high quality small and mid caps with strong fundamentals and any correction in stock prices of these companies is considered as buying opportunities by investors. In terms of performance, 8 top performer stocks out of 15 have given returns in the range of 100% to 700% since 1st Jan'13. However, couple of stocks out of 15 were added in portfolio last year and this year. We continue to hold these stocks as we believe these companies are registering good growth every quarter and doing all the right things to continue delivering robust top line and bottom line with strong operating margins.

There were few laggards also which have not performed up to our expectations and we exited these stocks and allocated the available funds to other good investment opportunities to ensure that Wealth-Builder portfolio continue to outperforms major indices by wide margin. 

IMP Note: Wealth-Builder portfolio update - July'15 will be released during this week (on or before 31st July) and we will share the same with our Wealth-Builder subscribers. As on date, we have total 15 stocks in our Wealth-Builder portfolio.


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.

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 13,500 (under ongoing 5th Anniversary offer) for entire year.

We are pleased to inform you that we are celebrating this season giving maximum discounts and valuable freebies to our members under our ongoing Saral Gyan 5th Anniversary Offer, this is a limited period offer and closes on 31st July'15.

Discounts & valuable freebies which make our 5th Anniversary special for all our readers are as under: 

1. Maximum discount up to 30% on combo pack subscriptions
2. Hidden Gems Flash Back Report - To be released in July'15 
3. Special Report - 5 Stocks - Potential 5-Baggers in 5 Years - Released on 3rd May'15 
4. Saral Gyan eBook - "How to Grow your Savings?" worth Rs. 599 for Free. 

Below table indicates subscription services and discounted prices valid up to 31st July'15.

Saral Gyan 5th Anniversary Offer
SARAL GYAN
SUBSCRIPTION SERVICE
5TH ANNIVERSARY OFFER
DISCOUNTED PRICE
PAY ONLINE 
CARD / NET BANKING 
Hidden GemsRs. 7500 6750 / $ 150 135 
Value PicksRs. 5000 4500 / $ 100 90
Wealth-BuilderRs. 15000 13500 / $ 300 270
Combo 1: HG + VP + WB + 15%Rs. 30000 21000 / $ 600 420
Combo 2: HG + VP + 15%Rs. 15000 11000 / $ 300 220
Combo 3: HG + VPRs. 12500 10000 / $ 250 200
Combo 4: HG + 15%Rs. 10000 8500 / $ 200 170
Combo 5: VP + 15%Rs. 7500 6750 / $ 150 135

Simply choose the subscription service / combo subscription you would like to opt and click on SUBSCRIBE! link in above table to make online payment using your debit / credit card or net banking facility. In case you are not comfortable in subscribing online, click here to know about our other payment options and bank details. 

Note: Saral Gyan 5th Anniversary Offer is for limited period and closes on 31st July'15. Subscription cycle for all new subscribers joining on or before 31st July 2015 will be July 2015 - June 2016. 

In case of any queries related to Wealth-Builder, do write to us at info@saralgyan.in

Wish you happy & safe Investing. 

Regards, 

Team - Saral Gyan