Long Term Investment

The “Hidden Gems” 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 :

1. One stock recommendation per month with detailed analysis and valuation.
2. Holding period of 2-3 years
3. Multibagger return expected on each recommendation
4. Direct access to the research analyst
5. Latest update on recommended stocks
6. Recommendation via email followed by phone call and SMS
7. Dedicated relationship manager
8. 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

1. Suitability – Retail Investors and HNI’s having a long term outlook
2. No of Recommendations – 1 per month
3. Mode of Delivery – SMS & E-Mail
4. Category of Stocks – Mid and small cap stocks
5. SIP – SIP investments can be done on monthly basis spread across 12 stocks
6. Weightage – Initial weightage will be 5%. Subsequent action to be intimated through e-mail
7. 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]