“Value Picks” investment service intents to identify mid cap and small cap stocks with strong fundamentals and solid managements with good corporate governance that are available at attractive valuations. The stocks that meets all parameters are recommended with a horizon period of 2-3 years.
Small cap and mid cap space is fairly under researched sector. One could not avoid this space altogether as it offers the potential for multibagger returns. It require a sound research process and analytical skill to analyse the opportunities in this space.
WealthStep have a specialized team to researching high potential mid cap and small cap stcoks. Our team looks for the companies with sustainable business models,long term growth visibility, competitive advantage over competitors and good quality management. Over the years, Stocks that fulfil all parameters both from business and valuations perspective – are recommended to our clients.
Stock Tracking and Review:-
Once Stock meets all parameters they are recommended to our clients. All open Position are tracked actively and periodical updates are sent to the clients if required.
Key Traits :
- One stock recommendation per month with detailed analysis and valuation.
- Holding period of 2-3 years
- Multibagger return expected on each recommendation
- Direct access to the research analyst
- Latest update on recommended stocks
- Recommendation via email followed by phone call and SMS
- Dedicated relationship manager
- Review on existing holdings
Most people who invest in stock markets today are not making money and are infact losing their hard earned money. There are two reasons for this scenario. The first is of course the lack of awareness and expertise of the retail investor and the second is lack of discipline. While it is true that retail investors may lack the skills for picking stocks given the complexity involved in it they are also mostly impatient and lack discipline which will help them to achieve success. In these circumstances it is always better to have a financial advisor who is trusted and can help to achieve your financial goal. This is where WealthStep Research comes into the picture.
Any recommendation on stocks involves indepth analysis of the Industry such as Size of the Industry, Historical growth of the Industry, segment wise contribution within the Industry, Market share of each player in each segments etc. This approach is a bit complicated and cannot be undertaken by a retail investor by himself. With such indepth study our investors are bound to make money and our track record speaks for itself.
In our multibagger package we would be giving you 1 call per month which will give you multibagger returns and this investment is suitable for passive investors who have a time frame of 2-3 years. Please find the package details below:
Package Details
- Suitability – Retail Investors and HNI’s having a long term outlook
- No of Recommendations – 1 per month
- Mode of Delivery – SMS & E-Mail
- Category of Stocks – Mid and small cap stocks
- SIP – SIP investments can be done on monthly basis spread across 12 stocks
- Weightage – Initial weightage will be 5%. Subsequent action to be intimated through e-mail
- Time Frame – 2-3 Years
To subscribe to our multibagger package you call us at +91 7579417381 number or give a missed call to +91 7579417381 number or email us at [email protected]
Overview
Stock Bundle is a premium investment service offering a handpicked selection of 8-10 stocks focused primarily on mid and small-cap companies. These stocks are carefully chosen based on in-depth research, solid growth potential, and long-term value.
Our service provides you with detailed research reports for each stock, outlining their performance drivers, future outlook, and investment rationale. The recommended holding period for these stocks is 18-24 months, giving you ample time to benefit from their potential upside.
What’s Included
1. Curated Stock Picks
You’ll receive a carefully selected bundle of 8-10 stocks across diverse sectors, aimed at capitalizing on growth opportunities within mid and small-cap companies. These stocks are chosen based on their strong fundamentals, growth potential, and market positioning.
2. Detailed Research Report
Each stock in the bundle comes with a comprehensive research report, which includes:
Business Overview: Understanding the company’s operations, market positioning, and growth drivers.
Financial Analysis: Key financial metrics and ratios, profitability analysis, balance sheet strength, and cash flow insights.
Growth Prospects: Detailed analysis of future growth potential, including industry trends, market demand, and competitive advantage.
Valuation Insights: A clear view of the stock’s valuation, including price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and comparison with industry peers.
Risks & Opportunities: A balanced view of potential risks and market volatility, as well as strategic opportunities for growth.
3. 18-24 Month Holding Period
The recommended holding period for these stocks is 18-24 months. This medium-to-long-term approach aims to capture sustained growth, allowing you to benefit from the compounding power of high-quality mid and small-cap stocks.
4. Regular Updates & Monitoring
You’ll receive periodic updates on the performance of the recommended stocks. Any significant changes in market conditions or company fundamentals will be communicated to you along with advice on any adjustments to your portfolio.
5. Sector Diversification
Our stock bundle is designed to offer diversified exposure across various industries, reducing sector-specific risks while providing multiple avenues for growth. This diversification ensures that your portfolio is not overly reliant on any single sector.
6. Professional Insights
Stock Bundle leverages a team of experienced analysts and market professional who specialize in mid and small-cap stocks. Their insights, combined with advanced financial models and tools, enable us to identify stocks that are positioned to outperform in the long term.
Who Is This Service For?
Stock Bundle is ideal for investors looking to diversify their portfolios with high-growth opportunities in mid and small-cap stocks.
This service is best suited for investors who:
Have a moderate risk tolerance and are seeking to generate significant returns over an 18-24 month horizon.
Are interested in high-growth companies with the potential for capital appreciation.
Prefer to follow a structured, researched investment approach rather than making stock picks based on market speculation.
Want to maintain a diversified portfolio with a mix of stocks across various sectors.
Why Choose Stock Bundle?
Professionally Curated Picks: Access to meticulously researched stock picks with a clear growth trajectory.
Transparency: Every stock recommendation is backed by a detailed, data-driven report.
Growth Focused: Specializing in mid and small-cap stocks, we focus on companies poised for growth, which often present greater upside potential.
Regular Monitoring: Keep track of your investments with ongoing reports and updates, ensuring you’re always in the loop.
To subscribe to our multibagger package you call us at +91 7579417381 number or give a missed call to +91 7579417381 number or email us at [email protected]
