i-Wealth

Long term investment is our all time favourite Investment service and this service is quite popular amongst our clients. These stocks are identified using both fundamental & technical analysis (rational analysis) with more focus on fundamental analysis. We carry out comprehensive research on the companies indentified from ethical businesses.

Capital Ways iwealth applies bottom-up fundamental research to uncover midcap stocks that have the potential to become multibaggers as a result of superior and sustainable earnings growth. We look for young companies with strong fundamentals that are well-positioned to grow rapidly over the medium to long term. We bring to our clients such companies at attractive valuations to maximise their investment returns.

Apart from number crunching (financials) we look into the governance & management of the companies. All the aspects are meticulously studied before we recommend. Once having recommended for buying we consistently monitor the development of the company. Analyzed Quarterly report is sent to the client for their evaluation. This truly is a wealth creation idea- The Ethical way. And hence offers the best investment strategy. Companies selected with this strategy are bought at their value price and held for a period of over 10 months to 14 months time frame.

Time Duration of Holding Stocks

Time Duration of Holding Stocks: Minimum 10-14 Months

Number of Stocks

12 Stock Recommendation with the detailed research report and follow-up (When to Add more / Reduce / Sell / Result Update Etc)

Market Opportunity

The 12 Stock recommendations would be spread over 10-14 months depending on the market condition and prevailing opportunity.

Service Validity

Service Validity won’t expire unless you receive 10 Stocks.

Expiry Date

The Expiry date (System Calculated) would be the 15th day after receiving the last (tenth) Stock recommendation.

Portfolio Review

Existing Portfolio Review and restructuring guidance (up to 50 Stocks )

Allocation guidance

Monthly Allocation guidance write-up to make the portfolio recession proof to some extent , It includes the guidance of maintaining Proper “Cash in Hand” percentage for utilizing any golden opportunity during deep market correction .

Recommendation on IPO