How to Subscribe to a Particular Model Portfolio Plan

Step 1:

Account Creation and Documents Review

Click here to Login/Register

• Register by using the link provided above and verify your account using the OTPs sent to your email ID and mobile number.
• Review and understand all Terms and Conditions, Disclosures, Disclaimers, Terms of Service, Do’s and Don’ts, Privacy Policy, and Refund Policy provided in the footer section of each page of this website.

Step 2:

Selecting the appropriate Subscription Plan

• Apply the relevant portfolio attribute filters based on your priorities to identify the subscription plan that meets your needs.

Click here to Choose your Subscription Plan

Refer to the illustrations below, which demonstrate the application of portfolio attribute filters according to investors’ priorities.

Illustration 1:

Where a investor is willing to take a moderate risk of more than 40%, with 100% capital allocated to equities from Nifty 500 stocks and no capital constraints, the filters would be as follows.

Illustration 2:

Where a investor desires a subscription fee under ₹10,000 per year, a portfolio composed of 10 scripts and 0% capital allocation to ETFs (100% capital allocation to equities only), the filters would be as follows.

Illustration 3:

Where a investor has a long-term investment horizon of 10 years, intends to invest solely in mid and small-cap stocks with a risk tolerance above 50%, the filters would be as follows.

Illustration 4:

Where an investor has a capital of ₹10,00,000 and is willing to take a risk exceeding 50%, the filters would be as follows.

Illustration 5:

Where an investor is risk-averse but is willing to risk more than 10% with a capital of ₹1 crore to invest, the filters would be as follows.

Illustration 6:

Where an investor has a capital of ₹1 crore to invest for a long-term period of over 15 years and has a risk tolerance exceeding 70%, the filters would be as follows.

Step 3:

Review Research Report

• Once you have identified the appropriate subscription plan aligned with your risk profile, thoroughly review the detailed research report. If necessary, contact the Research Analyst or his team to clarify any doubts.

Step 4:

Discount Coupon Code

Click here for Instant Discount Codes and other Offers

• Visit the offers page to find the relevant discount codes applicable to the subscription plan you have selected.

Step 5:

Checkout Details

• Enter the relevant discount coupon code in the order summary section to receive an instant discount.
• Fill in your billing details in accordance with your KYC records.
• Choose the preferred payment mode and provide the necessary payment details.
• If you have any specific queries or requests related to your order, you may specify them in the ‘Add a note to your order’ field; otherwise, you can leave it blank.
• Review the Terms and Conditions and Privacy Policy, and indicate your acceptance by selecting the checkbox labelled ‘You must accept our Terms and Conditions and Privacy Policy to continue with your purchase.’

Step 6:

Payment Processing and Uploading of Self Attested PAN Card Copy

• Proceed to complete the payment, either through Direct Bank Transfer with UPI/NEFT or by scanning UPI QR Code.
• Upon successful completion of the payment transaction, please capture a screenshot of the transaction status and share it with the Research Analyst via Mobile Number +91 9916631199 or email it to support@shubhaang.com.
• Additionally, upload a self-attested copy of your PAN Card in the order details section.
• Once the payment details are verified against the PAN-based KYC information, the order status will be updated to “Completed.”

Step 7:

Install Telegram App and Activate @ShubhaangBot

Click here to install 'Telegram' App Click here to access @ShubhaangBot

• Currently, all clients of M R Sai Praveen will receive Model Portfolio Compositions exclusively through the Telegram Bot @ShubhaangBot.
• Install Telegram App in your device
• Once installed, open the Telegram app, search for @ShubhaangBot, and start the bot or send the appropriate bot command as follows:
/start

Step 8:

Validate Registered Mobile Number with the Telegram Bot

• You would receive your Telegram AppID as a response from the bot.
• Send a reply to the bot with your registered mobile number and telegram AppID in the format as below
/MobileNumber_TelegramAppID
• Subscription plan will be activated upon successful validation of your registered Mobile number with your Telegram AppID.

Step 9:

Receive Model Portfolio Composition from @ShubhaangBot

• Use the Bot command with the same syntax as mentioned in the Research report as well as in the order details of your subscription plan to get ‘Model Portfolio Composition’
• Evaluate the ‘Model Portfolio Composition’ provided by the bot and employ it as an educational resource to support your investment decision-making process, complemented by comprehensive due diligence.

Step 10:

Resend the Bot Command periodically to receive ‘Updated and Rebalanced Model Portfolio Compositions’

• As long as the subscription plan is active, you can resend the same bot command regularly as per the relevant rebalancing period to receive the updated ‘Model Portfolio Compositions’.
• Note: A certain degree of flexibility is permitted regarding the investment amount specified in the bot command to facilitate the generation of precise model portfolio compositions aligned with the investor’s available capital. However, the number of securities in the portfolio, ETF allocations (if any), and stock groupings will remain unchanged. Based on the investment amount provided in the command, the portfolio compositions and corresponding weightages may be adjusted accordingly.