5 or more Equity Scripts Model Portfolio | Industry – Financial Services | Rebalancing Quarterly | Risk Tolerance needed is above 45% | ETFs Composition is 80% | 12 Months Subscription Plan
₹5,935.00 every 12 months for 1 installment
TelegramBot command for – IdealPortfolioBot : /fnsv_5_300000
Minimum Annual Investment : ₹ 3,00,000
Monthly SIP Amount above : ₹ 25,000
Monthly SWP Amount below : ₹ 1,500
Stocks Group Quality : Fair Stocks Group Quality
Risk Tolerance : Risk Tolerance needed is above 45%
Portfolio Size : 5 or more Equity Scripts
ETFs Composition Percentage : ETFs Composition is 80%
Rebalancing Frequency : Rebalancing Quarterly
Subscription Tenure : 12 Months Subscription Plan
Stocks Group Type : Industry
Stock Group Title : Industry – Financial Services
Description:
- Our portfolio recommendations are tailored for investors with short- to long-term horizons who fund 100% of their investments independently, without utilising broker-provided margin.
- For equity investments, which are long-term products, patience is crucial for achieving significant capital appreciation. Short-term portfolio drawdowns can vary widely, from 0% to over 90%, depending on the types, number, and weighting of the underlying scripts. Consequently, higher return expectations require a greater risk tolerance.
- Even with a well diversified portfolio of 50 equally weighted scripts, equity investors should generally be prepared for a risk tolerance exceeding 30%. For equity portfolios with as few as one script, investors might need to tolerate risks well beyond 90%.
- However, if the portfolio consists of Equity ETFs, risk levels can drop to around 20%. A portfolio consisting solely of Debt ETFs typically exhibits the lowest risk compared to other combinations of equities and ETFs.
- Refer the ‘Additional Information’ tab and carefully review of all the subscription plan attributes – such as Minimum Annual Investment Capital, Monthly SIP Amount, Monthly SWP Amount, Portfolio Size, Risk Tolerance, ETFs Composition Percentage, Rebalancing Frequency, Stock Group Title, Stock Group Quality, and Subscription Tenure
- The titles of Mixed Sectors Stock Groups do not provide a complete list of all sectors within each group. Instead, they highlight the core sectors included, and some stocks from additional sectors may also be part of the same group.
- After a thorough review of all the subscription plan attributes and related documents, select the plan that most effectively aligns with your needs.
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Related Documents:
- Research Report: Read the latest research report for this portfolio group at www.shubhaang.com/researchreports.
- Terms of Service: Review the terms of my services at www.shubhaang.com/termsofservices.
- Terms and Conditions: Understand the terms and conditions of my services at www.shubhaang.com/termsandconditions.
- Disclosures: Find details regarding my research analyst services at www.shubhaang.com/disclosures.
- Queries & Complaints: Information on client queries and complaints is available at www.shubhaang.com/quesriesandcomplaints.
- Privacy Policy: Access my privacy policy at www.shubhaang.com/privacypolicy.
Caution:
- Our portfolio recommendations are not suitable for investors who rely on broker-provided margin for investments, nor are they appropriate for intraday trading or trading in futures and options.
- Investing with margin in equities or ETFs significantly increases the risk of complete capital loss, often occurring sooner rather than later.
- For the same reason, investors engaged in such adventurous, grave-risk strategies are kindly requested to refrain from subscribing to any of our subscription or membership plans.
- As a SEBI-registered Research Analyst, I am dedicated to guiding clients in building wealth responsibly—prioritizing capital preservation and fostering sustainable, long-term growth.
Subscription Activation Steps:
Upon successful subscription, follow these steps to receive your customised model portfolio directly on your mobile device / computer.
- Install Telegram: Download and install the Telegram app on your mobile device or computer.
- Register & Log In: Register and log in to the Telegram app using the exact same mobile number provided during your subscription KYC.
- Find Our Bot: Search for “IdealPortfolioBot” on Telegram app or use this direct link: .
- Start Interaction: Click “Start” to initiate interaction with the bot. You will receive your Telegram AppID in response.
- Verify Your Mobile Number and Telegram AppID: Enter your 10-digit mobile number along with your Telegram AppID in the following format. Start with ‘/’, then your 10-digit mobile number, an underscore ‘_’, and your Telegram AppID. For example: /9916671155_4256743678.
- Request Portfolio: Send your subscription plan specific bot command in this format: /StocksGroup_PortfolioSize_InvestmentAmount. For the exact bot command corresponding to this plan, please refer to the first line of its short description above. After subscribing to a plan, you can adjust the investment amount indicated in the bot command according to your financial situation, whether higher or lower. However, the recommended investment amount for this plan remains the amount specified above. All other attributes of your subscription plan remain fixed throughout its tenure.
- Receive Portfolio: The “IdealPortfolioBot” will reply with your customised model portfolio, tailored to your subscription plan and quoted investment amount.
Managing Your Portfolio:
As per the rebalancing frequency of your selected plan, send the bot command in the specified format. Once you receive the portfolio update from the bot, ensure your current holdings in your broker’s demat account match the latest portfolio recommendations.
- Sell Unrecommended Scripts: Promptly sell all the shares of any script you hold that is not recommended in the latest portfolio update. Sell such shares at prevailing market prices.
- Adjust Recommended Scripts: For scripts you currently hold that are also being recommended, modify your share quantities to align with the latest portfolio update. Sell any excess shares or purchase additional shares at the prevailing market prices.
- Purchase New Scripts: If a recommended script is not in your current holdings, promptly buy the recommended number of shares at prevailing market prices.