StockAxis Small Cap Core Portfolio 01 What makes investors crazy - - PowerPoint PPT Presentation

StockAxis Small Cap Core Portfolio

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Reap the budding Jewels with

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What makes investors crazy for Small caps?

The answer is simple . Really? Yes! Small cap stocks carry immense potential for explosive growth. It’s not that large cap stocks do not display potentiality, but due to the nascent and budding stage of the Small caps, sky can be the limit for these stocks! However, screening for quality small caps which might one day transition into mid caps or even large caps is not exactly a walk in the park.

To reap these jewels, you need a portfolio which is embedded with relentless and constant research along with a dash of patience. StockAxis Small cap core portfolio is specifically designed to capture the best of small caps which are trading at just the

• pportune levels.

Adding these Small cap stocks to your portfolio is one easy way to be richer & happier!

How can you benefit from Small caps?

StockAxis tells you why investing in Small caps is the smartest decision you can ever make!

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Your portfolio can consist of unique businesses which are predominant in Small cap segment. Small caps are the widest spectrum of stocks which can diversify your portfolio in a true sense. You can capitalise on the transitional growth of Small caps to Mid caps owing to their high growth potential.

When you own Small caps..

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You own an opportunity to unlock unparalleled value as small caps can offer attractive valuations.

The essence of Small cap core portfolio is to capture the transitional growth of stocks from Small-caps to Mid-caps.

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Small Cap Core Portfolio

Our emphasis on quality ensures that all our Small cap stock recommendations pass our firm and demanding criterias before they can be a part of your portfolio. We maintain a bottom-up and valuation-driven approach while constantly observing the stock movements along with the long term fundamentals.

We go all the way with our research!

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Stocks Selection: Bottom up approach, focus towards business with scalability, and significant opportunity for re-rating of stocks with an aim to deliver superior returns in the long term.

Small Cap Core Portfolio Characteristics

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Tax Efficiency: Most capital gains will be long-term. Possible Risk: Business model does not scale up, liquidity risk and high volatility in Returns Regular Rebalancing. Stocks with deteriorating factors will be advised to be sold and / or replaced with stronger positions.

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Diversification: 10 – 15 positions in the portfolio. Churn: Low.

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Recommended Investment Tenure 3 years to get optimum return.

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Value added services: Access to Research Analysts ∠ Recommendations via SMS, email & mobile app notifications at real-time ∠ Research Reports & Regular Updates ∠ A Dedicated Relationship Manager ∠ Access to the Recommended Portfolio in Web Login and Mobile App ∠

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With StockAxis, You get Recommendations for your Portfolio straight in your inbox with our Digital and real time recommendations setup!

Rest easy as our Research Analysts are on it each & everyday to ensure your Portfolio’s Health!

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Small cap stocks need constant research!

SmallCap Core Portfolio Approach

Fundamental research Business & Industry Research Stock monitoring and review

You too can join us and track your recommended portfolio by logging in to our app or website.

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You can also just choose to rest freely if you want!

Your allotted Account Manager will stay in regular touch to assist you with your portfolio & make sure that you have an easy investment journey!

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Stay updated with StockAxis! All you have to do is check your inbox for regular updates & in-depth Research Reports of your Small caps.

Have queries?

Our Research Analysts are just

• ne call away and can put all your

recommendation related queries to rest!

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To secure your financial future, get started!

Upload your Portfolio for a

Free Evaluation!!

Or Or Give us a missed call on:

9773076000

Email us at:

research@stockaxis.com

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StockAxis Small cap core portfolio is all you need to ensure financial success!

“ Portfolios advised by you are wealth creator. I am thankful to you and your supportive staff. ”

• Gajender Singh (Feb 04, 2020)

“ Good support and service. Excellent support provided. ”

• Vikas Garg (Jan 25, 2020)

“ It helps to rearrange my stock investment and also help me to recover earlier loss and a great service

• provided. Thanks. ”
• Gaurav Maghanlal Patel (Jan 22, 2020)

“ Quite impressed by your service ”

• P Ramakrishna Bhat (Jan 15, 2020)

“ I am very much satisfied of your services. The Stock selection and timing of stock selection is very much

• good. ”
• Nikita Dani (Jan 01, 2020)

“ Services are excellent ”

• Subhash Chand Singhal (Dec 18, 2019)

Testimonials

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5,00,000

More than

R e g i s t e r e d U s e r s

100%

Total success

10,000

More than

S u b s c r i b e d C l i e n t s

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For more information, please contact

Opulent Investment Adviser Private Limited.

The Opulent Investment Advisors Private Limited (“OIAPL”), a Company incorporated under the provisions of the Companies Act, 2013, is one of the prominent research house providing services of equity research, recommendation and advisory services in the financial markets under its brand name “StockAxis”. The OIAPL is registered with SEBI and hold SEBI license as a Research Analyst (registration No INH000007669) and an Investment Adviser (registration No. INA000011644). The OIAPL provides research, recommendation and advisory services for a broad array of investors including NRIs, HNI’s, and thousands of individual investors. 113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021 Telephone: +91 22 6639 3000 | Email: research@stockaxis.com WhatsApp: +91 97730 15000

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