AUA Service
We monitor your portfolio on our AUA Platform (your money remains with you), 👉🏻 We recommend buy/sell orders based on Your Risk Profile, Our Expertise, Experience and Conviction.
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to the
By
Vice President, JITO Apex
Past Chairman, JITO Indore
Chairman, Sojatia Group of Companies
Venue: Energy House
51 Mahadev Totla Nagar, Opp. Shiv Mandir, Near BOB, Bengali Square, Indore (M.P.)
“Equity Time” is a display of knowledge, prosperity, and India’s vibrant growth story – crafted to empower your financial journey.
Added attraction: Variety of exquisite idlis from ‘Idlis n More’
We look forward to your gracious presence:
(6:00 P.M. - 9:30 P.M.)
Warm Regards,
and Team www.stocksbazaar.com
Expert in Multiplying your Investments
We monitor your portfolio on our AUA Platform (your money remains with you), 👉🏻 We recommend buy/sell orders based on Your Risk Profile, Our Expertise, Experience and Conviction.
Learn MoreAn investment adviser is a professional who provides guidance and recommendations to individuals and organizations on managing their investments, including buying, selling, and holding securities. (We are fee-only investment advisers and do not receive commissions from any source.)
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Mr. Akhilesh Jain
“I made my first investment at the age of 11. I was wasting my time up unitl then.” - Warren Buffett
There have been multiple stocks that have multiplied investors wealth by more than 25/50/100/500 folds in a span of few years. Some examples are TCS, Pidilite,HDFC, HDFC Bank, Kotak Mahindra, Blue Dart, Supreme Ind. Titan, TTK Prestige, Cera, Hawkins, Infosys, Wim Plast (Cello), Relaxo, Eicher, Crompton Greaves, Hero Moto, Sun Pharma, Asian Paints, Amara Raja, Lupin, Shree Cement, Dr.Reddys, Aurobindo Pharma, Astral, Page Ind. Havells, Wipro etc.
One example I recall of the year 2000-2002. Based on our advice many of our known people had purchased shares of Eicher Motors between the price range of INR20-50. During our visits to Eicher factory, it was always clearly visible that the company was a very professional and forward looking. Eicher did not miss opportunity to buy out Enfield when Enfield was struggling. It later partnered with Volvo. All these and more steps have proved to be very successful.
On checking the current share price of Eicher one can notice the mind boggling returns that it has generated. Rs.35,000 invested then for buying 1000 shares is worth Rs.180 lakhs today for all those investors who kept shares for long term. – As told by Mr. Akhilesh Jain, B.E. (Hons)- Bits Pilani, PGDIE- NITIE Mumbai, Shareguru since 30 years.
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It is the Portfolio to grab value opportunities, suitable for those who want to take advantage of stocks available at low prices v/s their intrinsic worth. The stocks will be more sensitive to news, earnings in short term. Suitable for short/ medium term investors. Reshuffling / Profit booking will be done more often here.
Consistent Growth Stocks Model Portfolio...... Includes stocks of well established, proven companies trying to grow consistently, for serious investors desirous of building up a safer growth portfolio, applicable for Low Risk takers.
This Model Portfolio Service is suitable for younger generation and those of you who wish to grab companies trying to grow aggressively with potential of becoming Multibaggers. The stocks covered will be more sensitive to news, earnings fluctuations in short term.
| AUA Range | Charges (Quarterly) |
|---|---|
| Rs.12 Lakhs - below Rs.18 Lakhs | 0.6% |
| Rs.18 Lakhs - below Rs.35 Lakhs | 0.5% |
| Rs.35 Lakhs - below Rs.75 Lakhs | 0.4% |
| Rs.75 Lakhs - below Rs.2 Crores | 0.35% |
| Rs.2 Crores - below Rs.5 Crores | 0.3% |
| Rs.5 Crores & above | 0.25% |
* An advance of two quarters AUA charges will be required to be maintained.
* At the end of each quarter, actual AUA bill will be payable.
* GST extra as applicable.
Regd. Address - Energy House 51, Mahadev Totla Nagar
Near BOB, Bengali Square, Indore - 452016 MP
Contact: 9826424849, 9713088886
Email: akhileshjai@gmail.com,ehresearchindia@gmail.com
SEBI Reg. No.: INA000003767, BASL Reg. No.: 1327
Validity: Perpetual, Type of Registration: Individual
Name and Contact Details of Principal, Compliance, and Grievance Officer: Mr. Akhilesh Jain Contact: 9826424849
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Disclaimer -
1. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
2. The past performance cannot be an indication of future trends.
3. The securities mentioned are for illustration only and are not recommendatory.
Standard Warning
– Investment in securities market is subject to market risk. Read all the related documents carefully before investing.
Concerned SEBI office addresses
Indore Local Office Address :
104-105, Satguru Parinay, Opposite C-21 Mall, A.B. Road,
Indore - 452010, MP
Western Regional Office (WRO) Address :
SEBI Bhavan, Western Regional Office,
Panchvati 1st Lane, Gulbai Tekra Road,
Ahmedabad - 380006, Gujarat
In case of any grievance/ complaint, please contact: -
(A) Mr. Akhilesh Jain on contact details given above. If not satisfied with the response
(B) Link for Lodging complaint with SCORES (Sebi Complaints Redress System ) https://scores.sebi.gov.in/
(C) Visit the ODR (Online Dispute Resolution) Portal at https://smartodr.in/