As a mature investor, one should always look at the portfolio returns than stock returns. There could be few companies that may do well, and some may not do well. As an investor, what matters is whether your portfolio overall is making money for you or not. The single stock approach is a risky way to invest in the stock market.

Our strategy works on four parameters-Quality, valuation, quarterly financial numbers, and Technical. Based on these four parameters, we make a score on each company. We select only high score company in the portfolio without compromising on the quality of the company. For some reason if score of the company deteriorates beyond the permissible limit we exit from the portfolio. You can assume that there could be a 1.5-2x churn in the portfolio annually.

At any point, we allocate across the top stocks as per our methodology. It all depends upon when you joined and when your friend joined. It can also vary based on risk profile.

No, this is an Investment advisory product. For each trade, the client has to give his approval.

Yes. We will share alerts to you when the score of the company deteriorates beyond the permissible limit. Once you sell the stock we advise new stocks to buy..

We don’t take cash calls on the market. Our aim is to be fully invested at any given point in time. For some reason if we don’t have enough number of high rated stocks we can remain in cash. But this is more of an exception. Most of the time we are fully invested.

On average annual churn will be 1.5-2x.

Yes, you can add money to your existing portfolio.

That’s allowed. You can withdraw a partial amount.

A new order would be generated and pushed the next day for confirmation.

The order has a validity of only one day. Hence investors can’t accept old orders.

We recommend that you follow our strategy in totality. The strategy works best when you follow in a disciplined manner. If you sell stocks on your own, it will not be possible for us to track the portfolio's performance. Hence we advise that you should avoid it at any cost.

You need to accept the order in total. Partial acceptance of the order is not allowed.

We push market orders, so these can be executed at the best available price.

There is no individual target price for stocks, we look at the long term and short-term factors to judge whether a stock needs to be exited.

There is no individual time frame for stocks, we look at fundamental and longer-term (weekly and monthly) technical factors to judge whether a stock needs to be exited. But we do exit scrip if it falls by threshold percentage in a short time.

We strongly recommend that you invest in the portfolio for a minimum period of 3-5 years. Our back-testing has demonstrated that portfolio works the best when invested for longer-term.

There is no lock-in but it’s advisable that you remain invested for at least 3-5 years. Our back-testing has demonstrated that portfolio works the best when invested for longer-term.

No. Your existing trading and demat account is sufficient.

We have made performance tracking tool for the same for you to track the performance.