5Y Plus
This service is designed for projection of India’s growth in next 5 years, because we personally believe in next 5 year the market growth potential is very high.
Suitable For:
- For those investors who take the stocks young & watch the stock grow in their portfolio in next 5 years.
- Investor who have surplus of 5L & above
Key traits
- 8-10 selected stocks in a portfolio
- Surplus required to 5L & above (not more than 10% allocation of fund in each stocks & diversification of fund on the basis of sector’s movements)
- Time horizon 5-6 years
- Expected stock growth potential up to 35-40% ( 8% annual on CAGR basis)
- Stocks covered small / mid cap & large cap Scripts
Value added services
- Dedicated Relationship Manager for your invested portfolio.
- Guidance will be given by Relationship Manager but portfolio will be managed by you only.
- Dedicated support via SMS, email & telephone.
- Personalized solution for stocks (for any query)
- Performance report of every sock on monthly basis.
- Proper support For BUY/HOLD/EXIT/ Re-balancing recommendations as and when required. http://capitalheight.com/5y_Plus.php
Research Methodology:
- Research is based on 90% fundamental & 10% technical
- We analyze the stock's growth potential by assessing both the qualitative and quantitative aspects of the particular company.
- Periodic overview & growth potential of the stock.
- We provide Detailed Research Reports for every recommended stock.
