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Monday, September 28, 2015

Wealth-Builder Portfolio Update - Sept'15 is Released!

Dear Reader,

We continue to remain invested in high quality small and mid cap companies with strong fundamentals and increase allocation in these companies in case of fall in stock prices during ongoing market correction.We believe correction in market from current levels must be considered as a buying opportunity. We expect cyclical stocks with strong fundamentals will outperform going forward considering ease in interest rates, fall in crude oil prices and higher spending.

If we look at 2015, we find stock market extremely volatile as major indices - Sensex and Nifty made all time high in March this year and later corrected by more than 15%, sharp fall of more than 1600 points in Sensex on 24th Aug'15 created panic situation for many new investors without any cues and put them on back foot when it comes to investing in equities. 

However, we continue to believe that such corrections give great entry point to long term investors as they get an opportunity to add high quality companies with strong fundamentals at discounted price. High quality companies reporting 20-30% + annualized growth can deliver exceptional returns for the shareholders in long termIn 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 32.2%, Sensex returns is 32.1% where as our Wealth-Builder portfolio has given returns of 213.3% 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 80% 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. 

Note: Wealth-Builder portfolio update - Sept'15 was released yesterday (on 27th Sept) and we have shared the same with our Wealth-Builder subscribers.

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 for entire year.

An opportunity missed an opportunity lost. Start building your equity portfolio by investing in Hidden Gems and Value Picks of stock market. Click here to know more about our services and attractive discounts available on our combo packs

Simply choose the subscription service / combo subscription you would like to opt and click on SUBSCRIBE! link to subscribe online 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. 

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

IMP Note: Hidden Gem and Value Pick - Sept 2015 is still not released and is expected to be released by next week, i.e. first weekend of Oct'15. 

Wish you happy & safe Investing. 


Team - Saral Gyan