Portfolio Shuffling Service-solution for Investors Seeking Advice for Their Existing Stock Portfolio

8/6/2019 Portfolio Shuffling Service-solution for Investors Seeking Advice for Their Existing Stock Portfolio

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PSSSSPORTFOLIO SHUFFLING SERVICE

Solution for Investors seeking advice for their Existing stock portfolio.

PORTFOLIO SHUFFLING SERVICEMarkets and Economy change, so should your investments.

Clear the mess in our demate a c. get your investments RIGHT.

get rid of ‘buy and forget’ mentality.Become an active investor.

www.MeghaInvestments.com



Is this your story of investment?t s you sto y o est e t

Are you stuck with several stocks in your demat a/c? Is your investing mood has gone on OFF mode due to numbers of

stocks ou ot stuck durin revious bull market?

More stocks in your demat BUT less in return?

Penny scrips, smallcaps, midcaps, large caps, blue chips, red, …

Do you feel uncomfortable, unsatisfied or when you look at your

investments. Do you feel scared about stocks in your portfolio that

w a w appen o em w en mar e s move ey r se wmarkets? Or will they fall badly with markets?

Do you want to get something sort of ‘check up of thehealth of your

investments’?



What is Portfolio Shuffling Service

(PSS)?PSS)?

PSS i.e. Portfolio Shuffling Service is services to (1) helpinvestors get their existing investments rearranged

.

making changes in their portfolio holding at times as

demanded by changing conditions of economy and markets. This service is aimed at improving the investors’ awareness

level regarding their investment activity, investment

instruments and increasin their ‘investment

consciousness’.

This service is created to make the investor a real

sophisticated investor by instilling into him the quality of

shuffling an investment portfolio.



How our PSS works?

There are 2 options available:-

2. Continuous Portfolio Shuffling Service



ONE-TIME PSS

•

Here the investor gives us his portfolio and we will tellwhat to do with it. Our recommendations may include

se , o , a or s recommen a on. s w e

advised with quantity if the investor provides us with the

urchase rice and uantit .

• Fee: Rs 5000 only, up to 10 stocks.

• Rs.500 extra with increase of each stock above the

specified 10 stocks



CONTINUOUS PSS

•

Here the not only the investor is given shuffling advice at the time of taking service, but also the

service will continue for the whole year. We will give

PSS for the whole year for his portfolio. •

seeking our comments on them apart from the initial 15

stocks.

• Fee: Rs.12000 only p.a.



Why Portfolio Shuffling Service isgnecessary? 1

• In every economic upturn and down turn some sectors emerge as good sectors

where as few sectors do very badly. Some even faces worse nightmares such as

the telecom stock in late 2009. So you are not confident (no one can be) that an

market that ended in 2008. This is very important point. Because people think in

the back of their mind that the old highs of each and every stock will come back

where empirical studies suggest this is not true for all stocks and sectors. We

also call it ‘the Past Cycle Portfolio’. This doesn’t mean to start with zero in each

bull market and look at every sectors skeptically (although there’s nothing bad in

that as well). We only mean to look at every economic/stock market upturn with

stories. If something is really good, it’ll come up to you. It’s like avoiding/selling

reliance power IPO and buying it around 150 at reasonable valuations again at

the same time avoiding overly pricy IPOs such Adani Power.




• To book profit or not to book profits: friends, ‘buying is as important as

selling’ this is a golden rule for retail investors. They don’t understand

why the market goes down? Very simple. It’s because the HNIs and big

players sell to book profit at rises/in bubble phases and cut loss when in

bear market or start of that! So why the retail people don’t do it? The

Portfolio Shuffling Service and Portfolio Monitoring Service is createdan a me o serve you or a




• Over diversification is not good. It keels return. So we will try to narrow

the number of stocks. For eg. If you have one or more stocks from

almost all sectors we will try to remove the less favourable sectors and

remain invested in favorable ones. One another interesting mistake is

also made by investors in diversification. They keep two or more stocks

of same sector. According to us this should not be done. If you are overu s or over- e cer a n sec or en e er o or sec or spec c

mutual fund. What we do is we skip most of the stocks which have

identicality in terms of mainly sector, business model and then growth

. . . ,

skip any one. Please keep in mind over diversification is not any answer

to risk or better return.




• Allocation between high risky, moderate risky and less risky stocks. For

e.g if you have too many penny scrip and no blue chips then this is not a

very good portfolio, yes unless if you are a very high risky investor and

want/like to remain so speculative.



Don’t ait An more!on’t wait Any more!Act Nowct Now

CONTACT USONTACT US

www.MeghaInvestments.com

www. ra e [email protected]

09377008708

09376858284



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Portfolio Shuffling Service-solution for Investors Seeking Advice for Their Existing Stock Portfolio

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