About Myself
I am Sai Praveen, a SEBI-registered Equity Research Analyst based in Bangalore.
With over 15 years of experience in teaching and training in Finance and Analytics, I have dedicated several years to integrating trading and investment strategies with quantitative analytics through advanced technologies to develop a robust, highly reliable, and profitable investment system, ensuring its benefits are accessible and affordable for all types of investors, from small capital investors to high-net-worth individuals.
My investment system incorporates fundamental and qualitative aspects while being firmly grounded in mathematical and statistical models. By utilising quantitative and technical analysis, it aims to create optimal equity portfolios with the highest probabilities of growth.
My investment system has undergone rigorous testing across multiple time frames, market conditions, stock groups, asset classes, and instruments, utilising both historical data (of over past 30 years) and live market scenarios to optimise its performance and enhance its reliability.
Driven by a long-term vision to be an integral part of the financial success of thousands of Indian investors, I am committed to continuously enhancing the efficiency of my investment system through the latest technologies. Furthermore, I am dedicated to transferring the benefits of my advancements in quantitative and technical models to my clients, helping them realise their financial goals at the earliest.
I hold an MBA in Finance and have an engineering background. As an assistant professor, I have taught MBA, M.Com, B.E., B.Com, and B.B.A. students at PES University, Dayananda Sagar University, and Manipal Academy of Higher Education.
“Dedicated to Transforming India’s Growth into Wealth for Investors through my Passion for Quants and Algos.”
My Services
Welcome to my Model Equity Portfolio Services, where I pride myself on providing customised portfolio solutions tailored to each investor’s unique needs. My mission is to empower investors by creating personalised equity portfolios that align with their financial goals and risk tolerance.
At the core of my services, I evaluate various essential parameters to ensure that an investor’s portfolio is not just a collection of assets, but a strategic investment plan for their future. These parameters include:
- Annual Investment Capital
- Portfolio Risk Level
- ETFs Composition Percentage in the Portfolio
- Investment Horizon
- Portfolio Size
- Preferable Stocks Group for Portfolio Composition
- Annual Subscription Fee Limit
The Best Features of My Services
SEBI-registered Model Portfolio Services
As a SEBI-registered Research Analyst, my “Model Equity Portfolio Services” are fully compliant with SEBI regulations.
Tailored Portfolios
Investors can select and subscribe to a ‘Model Equity Portfolio’ based on their preferences across various portfolio parameters.
Accessibility
Subscribers can receive updates on their “Model Equity Portfolios” and associated research reports directly to their mobile devices, making them readily accessible at any time through a simple text message.
Optimised by Quants and Technicals
My “Model Equity Portfolios” are optimised using quantitative and technical models, focusing on weightings that align with the investment parameters outlined in the subscription plan. This approach is specifically designed to deliver a portfolio with the highest likelihood of generating favourable returns.
Rule-Based Investment System
My “Model Equity Portfolios” are entirely constructed based on established rules defined by my quantitative and technical models. This approach eliminates any potential for bias, prejudice, emotions, or sentiments that can often mislead investors.
Robust Investment Methodology
The investment methodology utilized in my model is robust enough to incorporate a variety of qualitative and quantitative parameters, technical factors, and portfolio criteria tailored to the diverse needs of investors, thereby producing an optimal portfolio that addresses all these considerations.
Affordability
Subscription plans are available for investors, with annual fees ranging from ₹0 to ₹1,51,000, allowing for choices that accommodate varying levels of affordability. Additionally, I offer instant discounts based on various criteria, further enhancing the accessibility of these plans.
Transparency
The investment journey is an extended process filled with uncertainties stemming from various factors. As a professional research analyst, it is my responsibility to keep my clients informed about all potential opportunities and challenges that may arise, thereby minimising the likelihood of encountering shocks and surprises. Therefore, I am dedicated to sharing critical information regarding the “Model Equity Portfolio,” including potential risks, the methodologies employed, and essential guidelines. This commitment is made to bolster the trust my clients have in my services.
Flexibility
Investors’ financial situations can change over time, as can the funds they have committed for investment. My investment system is designed to offer a degree of flexibility to accommodate changes in capital allocations due to systematic investment plans (SIPs), systematic withdrawal plans (SWPs), as well as intermittent capital additions or withdrawals.
Simple to Implement
Upon receiving a rebalance update that includes the recommended scripts and quantities, subscribers can review the information and implement the necessary changes to their portfolios as advised. The portfolio updates are expected to take about 5 to 10 minutes each month.
Regular Automated Updates
Subscribers will receive regular updates on their mobile devices regarding their model portfolios in accordance with the specified rebalancing frequencies.
Reachable
I am accessible via my mobile number for calls and texts on WhatsApp, Telegram, and email, and I ensure that any concerns from subscribers/clients are addressed promptly.