ANALYSE WEALTHWYSE ..the Absolute Return Portfolio!

By Nooresh In Stock Fundamental View Stock Technical View Last Updated On: 18/05/ 2012

ANALYSE WEALTHWYSE

..the Absolute Return Portfolio!

INTENT

Investing in top QUALITY stocks with potential for exponential GROWTH, technically TIMING the entry to reap maximum REWARDS at lowest risk.

Let the Master create, build and help you manage your portfolio. Get the best entry & Exit levels.

PORTFOLIO COMPOSITION

Equities: 60 - 80% of Portfolio

Cash: 20% of Portfolio

GUIDELINES

Investment recommendations to be executed at your end in your personal accounts.
Duration for calculation of returns will be 1 year from the date of 1st recommendation.
Notional Portfolio Value for calculation of allocation & profits will be Rs.10 lacs.
Portfolio will comprise maximum of 20 stocks.
Minimum allocation of at least 3% - 6% in any 1 stock.
All investments will be based on sound Fundamental and Technical rationale.
Leverage would be maximum 20% of the Total Portfolio.
The portfolio will not track any Benchmark Indices like Nifty / Sensex.
Target Calculation to be on absolute basis.
Majority of the trades will be with a delivery perspective.
Every entry in any new stock will be supported by a small note - Technical / Fundamental.

INVESTMENT SAFETY CHECKS

FUNDAMENTAL CHECK:

Investments to be made only in fundamentally sound stocks.

TECHNICAL CHECK:

Use of Proprietary Technical Indicators

SPECIAL SITUATIONS:

Small exposure in companies in case of:

Open Offer
Buy Back
Delisting

EXPECTED RETURNS

20%-25% p.a. will be the Expected returns on Portfolio (Excluding Brokerage & taxes).

RISKS & CONCERNS

As investments in Stock markets are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme will be achieved.

We will try to minimize the erosion in the Portfolio value (if any) by maintaining live mark to market checks.

CONSULTANCY CHARGES

Rs. 9,999/- inclusive of all taxes & charges.

To Subscribe contact Kazim - 9821237002 / Asif 9833666151 or send an email toanalyseindia@analyseindia.com

Article by Nooresh Merani

Nooresh has written 2799 articles.

You can follow Nooresh Tech on Facebook and Twitter here.

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{ 36 comments… add one }

smit April 5, 2012, 17:34

Hi Nooresh Sir,

How Much Capital is Required for this plan?
And All ur Charges are maximum 9999/- ? (excluding brokerage) ???

Reply
- nooresh April 7, 2012, 14:29
  
  Hi Smit,
  
  The capital can be any amount. But i would believe a minimum of 2.5 lakhs.
  
  Reply
parag b patel April 5, 2012, 20:11

m interested in this product ANALYSE WEALTHWYSE pl call me on 098255 67444

Reply
Gandhe srinivas April 8, 2012, 13:47

Dear Sir

Please share your view on Skumars for next 1 week and 3 months.

Thanks for your recomedations off course not made money but definetly learning lesson and lost substantial amount so in process(Hoping) of recovering the amount from this script

Reply
- nooresh April 8, 2012, 16:27
  
  Hve a positive view on the stock
  
  Reply
a April 9, 2012, 16:01

Holding 75 hinduja ventures @ 350 from 1 year .. Should I hold or switch to some other stock

Reply
- Nooresh April 10, 2012, 00:35
  
  I would suggest to hold for some more time. Book at 450 or higher.
  
  Reply
vritika April 10, 2012, 08:11

sir,is reliance good for accumulation for three months.

Reply
gandhe srinivas April 10, 2012, 22:29

Dear Sir

Holding the infosys futures @2858 Please advise.

Reply
- Nooresh April 11, 2012, 01:08
  
  2700 is an adding point for traders on it. If scared buy some put to hedge
  
  Reply
E,MURUGAVEL April 11, 2012, 21:38

Dear Sir,

I have subscribed for ur mails long back.I trust ur recommendations and other details about the markets also.As a i am a tiny investor I cant able to pay the fees this much. So i feel i am unlucky. Than Q for serving other investors and I wish all the subscribers whole heartedly.

Regards,
MURUGAVEL.E

Reply
- Nooresh April 12, 2012, 20:41
  
  Hi,
  
  Keep reading the blog for your trading and investment decisions.
  
  Thanks a lot for your kind words.
  
  Wish you luck too.
  
  Reply
G.NAGAMANI April 11, 2012, 21:45

Sir,

Do you have any time limit for the investing period for this fees? I mean that whether you will recommend for a period of time like 1 year,2years….. like this or like a life term ?

Reply
- Nooresh April 12, 2012, 20:40
  
  Hi G Nagamani,
  
  Majority of the stocks would be of investment grade. Will use technicals to time entry points and money management to book partial profits.
  
  Its a 1 year charges and portfolio would be run for next 1 year.
  
  Reply
MURAD April 12, 2012, 13:08

Hi Nooreshji,
how much returns expected in 1 yr in % wise.& this product cover technical & intraday calls also or purely investment based?

Reply
- Nooresh April 12, 2012, 20:37
  
  Hi Murad,
  
  The calls are with medium to long term view.
  It will be a mix of fundamentals and technicals but focusing on low risk opportunities.
  
  Reply
Md Jamil April 14, 2012, 15:11

Analyst can trace as many as stock he like but How much stock should a trader follow ?

Reply
- Nooresh April 16, 2012, 12:05
  
  Hi Jamil ,
  
  In the Investment portfolio – WealthWyse we may be looking at concentraded exposure in 5-10 stocks and not more then 15-20.
  
  A trader may have different ways there are some who just trade 3 scrips and some who are open to as many no but will stick to not more then 5-10 positions. So every trader may have his own style. In our trading portfolio we generally dont like to go beyond 8-10 that too if its a trending market else its some times 2-3 only 🙂
  
  Reply
tejas April 18, 2012, 22:12

Dear Nooreshji,

I am holding both subex and stertech from higher levels. Can. i add more of them at current prices in my portfolio. Which is the better bet among them.

Thanks,
Tejas

Reply
- Nooresh April 18, 2012, 22:24
  
  Ster Tech seems ok as of now.
  
  Reply
A.K.V April 18, 2012, 22:23

how do i make a payment?I am based in Dubai
regds

Reply
- Nooresh April 18, 2012, 23:29
  
  Please mail to analyseindia@analyseindia.com
  
  Reply
vikas April 19, 2012, 20:14

Dear Nooresh i m having my demat account with Karvy, so if i seek ur services , do i ve to change my demat account.? if yes then with which broker you will open my account, n if no, then do i myself have to trade through my demat account on ur tips.

Reply
- Nooresh April 20, 2012, 13:56
  
  You have to put the trades yourself.
  
  We would be advising the stocks to get into
  
  Reply
Sandeep April 20, 2012, 12:54

Hi Nooresh,

I am following you for the last one year. i have invested on AB nuvo @751.. what should I do hold or sell

Reply
- Nooresh April 20, 2012, 13:51
  
  Hi Sandeep,
  
  I would suggest to hold the stock for another 6-12 months at least.
  
  Meanwhile booking 15-20% of the position is fine if you want to.
  
  Reply
Mihir April 20, 2012, 13:12

Nooresh,

sent a mail, please update me…

thanks!

Reply
Kiran May 3, 2012, 16:58

Dear Nooresh,

What is the mode of delivery calls? Is it thru Email or SMS to mobile?
Do u also provide intraday support on msngr.

Regards

Reply
- Nooresh May 7, 2012, 10:00
  
  Hi Kiran,
  
  THis is an investment product.
  
  Its via mail and sms.
  
  Not looking much into intra day moves in this but taking a 3-6 months or yearly view.
  
  Reply
shivan May 7, 2012, 11:53

sir i bought glenmark on friday @341 so should i exit it if it touch 326 or on close below 326

Reply
Hari May 7, 2012, 22:41

Do u offer arbitrage services ?

Reply
Tejas May 14, 2012, 04:38

Hi Nooresh,
I have been advent fan of yours but off late I hv been making good amnt of lossses.

Sterlite Tech,
Mah & Mah

can you please help and let us know if they can be held for long time?

Thanks,

Reply
- Nooresh May 14, 2012, 10:13
  
  Hi Tejas,
  
  Please keep strict stoplosses.
  
  Sterlite Tech even we took a small hit and got out.
  
  M&M you can hold.
  
  Reply
jignesh kanakia May 15, 2012, 07:53

hi
i called many times but for some or other reasons my call was unanswered
it was regarding your new product of absolute return
you are requested to call me on 09821017801
regards
jignesh kanakia

Reply
Arun Suvarna May 17, 2012, 14:02

Nooresh sir, i have 50 shares of MCX @ 1100, kindly let me know what should i do with the fallinf share price for MCX.And whats the reason for this fall?

Reply
- Nooresh May 21, 2012, 23:47
  
  Well IPOs nowadays are best avoidable or book on pop up days.
  
  800 seems a good price to add if comes for long term
  
  Reply

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About NooreshTech

Nooresh Merani - An IT engineer by qualification and Advisor/Trainer by profession.
Founder - Analyse India.
Also consults for an institutional broking firm.

I have been blogging for the last 8-10 years with detailed, crisp and accurate views on Indian Stock Markets as well as global indices and commodities.

IT Engineer by qualification

Blogger/Educator/SEBI Registered Investmnent Adviser.

Writing actively on this blog for 8-10 years now

Guest Analyst - CNBC, ET Now, Bloomberg etc.

Full Time - Trader/Investor/Trainer/Adviser

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