The model portfolio

How it works: what you receive, who it suits, what happens after you reach out, and the questions people ask before they do.

What you get

  • A short list, with weights

    Listed Indian companies, each with the weight we would give it and a written note that sets out the case: what the business does, why it can keep doing it, what it is worth, and what would make us wrong. The names are shared with clients only.

  • Changes are rare

    Most months nothing changes, and we say so. When something does, you get a message with the reason and the action in plain words, the same day. No daily calls, no tips, no noise to keep you engaged.

  • Your money stays yours

    It sits in your own broker account, with any SEBI-registered broker. You place every order yourself. We never hold funds, never access your account, and never ask for a login or an OTP.

  • Fees you see before you pay

    A flat subscription for a fixed period, written into the client agreement before any money moves. It does not rise with the size of your portfolio. Cancel any time, and the unused period comes back to you pro-rata.

Is this for you?

It works if you

  • run your own demat account and are happy placing orders
  • can hold through a bad year without selling
  • want to know why you own something, not just what

It will not work if you

  • want intraday, F&O, or targets for the week
  • want someone else to manage the money
  • may need the capital back within a year

Four steps

  1. You reach out

    WhatsApp, email or a call, whichever you prefer. We reply within one working day.

  2. We talk

    Twenty minutes on how this works, what it costs, and whether it suits you. We will say if it does not. No research changes hands yet.

  3. You read and agree

    You get the terms and the fee in writing, read them at your own pace, and sign when you are ready. Nothing is charged before you say yes.

  4. KYC, pay, begin

    We complete the KYC SEBI requires, you pay through the channels in your client agreement, and the portfolio and its notes reach you the same day.

Questions people ask

Still have a question? Ask it. The first conversation is free and carries no obligation.

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