Portfolio Advisory Service
LKW - Portfolio Advisory Service (PAS) LKW’s PAS encompasses investment recommendations to its subscribers across Equities, Gold and Mutual Funds (Debt & Equity). PAS’s Salient features : - In-depth analysis of the client's Net Worth and Risk Profile at the outset to determine the Optimal Investment & Asset allocation Strategy.
- Initial Portfolio Review ( Maximum of 30 investments ) and Re-Structuring Suggestions, where necessary.
- Regular Portfolio Monitoring and timely Entry/Exit Recommendations.
- Yet, The service is non-discretionary --- client has full control of his portfolio and the client retains the right and responsibility for acting or not on LKW’s PAS recommendations.
- LKW is not a stock-broking company, its Research is Independent and its Recommendations are not brokerage driven.
Service Packages: | | Option I | Option II | | Fee | Rs. 25,000 or 1% of the Total Portfolio Value; whichever is higher | Rs. 10,000 p.a. or 0.50 per cent of the Total Portfolio Value whichever is higher | Services | Review of Existing Portfolio
Monthly Reviews and Investment / Disinvestment Recommendations
Facility of having a Personal One to One Online Chat once per quarter with an LKW Portfolio Advisor
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Option III : LOTUS STOCK-FLASH, a Weekly Investment Newsletter with a Weekly Stock Pick, IPO Coverage and Half a dozen Buzzing Stocks based on Research and Market Information. The mode of delivery will be Online ( through e-mail ).
Subscription Fee : Rs.15,000 per annum Rs.10,000 per half year Rs.6,000 per quarter Rs.2,500 per month End-to-End Comprehensive IPO Reports The mode of delivery will be Online ( through e-mail ). IPO Packages: | | Option A | Option II | | Fee | Rs.18,000 per annum | Rs.27,000 per annum | S
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S | Comprehensive Analysis & Investment Advise on all IPOs
Investment /Withdrawal Strategies on Last day of IPO based on Subscription Forecast
Listing Day Strategy
One to One Online Chat once per half year with a Sr. theIPOguru.com Analyst
| Comprehensive Analysis & Investment Advise on all IPOs
Investment /Withdrawal Strategies on Last day of IPO based on Subscription Forecast
Listing Day Strategy & Weekly Post Listing Strategy for the 1st month
Monthly Review & Updated Recommendation on all IPOs, post its Listing
Facility of having a Personal One to One Online Chat once per Quarter with a Sr. theIPOguru.com Analyst
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* Taxes as applicable will be levied. For further details e-mail us at : theipoguru@lotusknowlwealth.com |
