AUA Service

What is AUA?

👉🏻 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.

👉🏻 You approve with a click of button, PW and OTP. That means approval right remains with you.

👉🏻 The order is executed and reported to our AUA Platforms also with the help of new generation technology.

👉🏻 Your mirror image Portfolio with us is automatically updated on our AUA Platform.

Then, step number one👆🏻 - we monitor your portfolio

· We are Fee only SEBI Regd. Investment Adviser - No hidden cost. No commission obtained. SEBI monitors it closely.

· Our team leader Mr. Akhilesh Jain has 40 years of experience and expertise in searching great growth stocks.

· Also, large following of IIM-Mumbai and BITS Pilani alumni in our AUA.

. Here are 2 of our 3 minutes video on our investment strategy.

Core and Satellite Portfolios

Falling markets डरे या डटे रहे

Sr. No.	Received from	Pending at The end of last month	Received	Resolved	Total Pending	Pending complaints > 3months	Average Resolution time (in days)
1.	Directly from Investors	0	0	0	0	0	0
2.	SEBI (SCORES)	0	0	0	0	0	0
3.	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

Sr. No.	Month	Carried forward from previous month	Received	Resolved	Pending
1.	April, 2024	0	0	0	0
2.	May, 2024	0	0	0	0
3.	June, 2024	0	0	0	0
4.	July, 2024	0	0	0	0
5.	Aug, 2024	0	0	0	0
6.	Sep, 2024	0	0	0	0
7.	Oct, 2024	0	0	0	0
8.	Nov, 2024	0	0	0	0
9.	Dec, 2024
10.	Jan, 2025
11.	Feb, 2025
12.	March, 2025
	Grand Total

Sr. No.	Year	Carried forward from previous year	Received	Resolved	Pending
1.	2018-19	0	0	0	0
2.	2019-20	0	0	0	0
3.	2020-21	0	0	0	0
4.	2021-22	0	0	0	0
5.	2022-23	0	0	0	0
6.	2023-24	0	0	0	0
	Grand Total	0	0	0	0

Details of designation	Contact Person Name	Address where the physical address location	Contact No.	Email-ID	Working hours when complainant can call
Customer Care	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Head of Customer Care	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Compliance Officer	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
CEO	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Principal Officer	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM

Type of Dynamic Model Portfolio + Advisory Service	Off	Coupon Code
Multibagger Growth Stocks Portfolio + Aggressive Multibagger Service (For Aggressive Multibagger growth)	50%	A50
Steady Growth Portfolio + Consistent Multibagger Service (For lesser risk takers and retired persons)	30%	S30
Value Stocks Portfolio + Value Buys Service (For short/ medium term opportunities)	40%	V40

AUA Service

What is AUA?

👉🏻 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.

👉🏻 You approve with a click of button, PW and OTP. That means approval right remains with you.

👉🏻 The order is executed and reported to our AUA Platforms also with the help of new generation technology.

👉🏻 Your mirror image Portfolio with us is automatically updated on our AUA Platform.

Then, step number one👆🏻 - we monitor your portfolio

· We are Fee only SEBI Regd. Investment Adviser - No hidden cost. No commission obtained. SEBI monitors it closely.

· Our team leader Mr. Akhilesh Jain has 40 years of experience and expertise in searching great growth stocks.

· Also, large following of IIM-Mumbai and BITS Pilani alumni in our AUA.

. Here are 2 of our 3 minutes video on our investment strategy.

Core and Satellite Portfolios

Falling markets डरे या डटे रहे

Important

More

Contact Us

Sr. No.	Company	Price On 9/8/2020 (Rs.)	Quantity	Investment in each company (Rs.)	% of Portfolio	Current Price (21/1/2022)	Total (Rs.)
1	Tata Elxsi	1668	90	150120	6.9	7195	647550
2	Globus Spirits	326	350	114100	5.3	1613	564550
3	Dynemic Products	240	750	180000	8.3	602	451500
4	Central Depository Services (CDSL)	525	250	131250	6.1	1590	397500
5	Hikal Limited	167	750	125250	5.8	401	300750
6	Shaily Engineering Plastic	799	130	103870	4.8	1893	246090
7	Tech Mahindra Ltd.	838	140	117320	5.4	1594	223160
8	Infosys Ltd.	1154	120	138480	6.4	1786	214320
9	ITL Industries	87	1300	113100	5.2	154	200200
10	HCL Technologies Ltd.	843	160	134880	6.2	1168	186880
11	HIL Ltd.	2044	40	81760	3.8	4636	185440
12	Deepak Nitrite	840	70	58800	2.7	2495	174650
13	Wim Plast Ltd.	388	330	128040	5.9	491	162030
14	SBI Life Insurance Company	759	120	91080	4.2	1238	148560
15	Aarti Drugs (3:1 bonus)	179	280	50120	2.3	495	138600
16	Alkyl Amines Chemicals (FV splitted 5 to 2)	1553	37	57461	2.7	3495	129315
17	Poly Medicure	489	110	53790	2.5	898	98780
18	Huhtamaki India	296	425	125800	5.8	211	89675
19	Granules India	392	275	107800	5.0	318	87450
20	Vinati Organics	1178	40	47120	2.2	2124	84960
21	Suven Pharmaceuticals Ltd.	396	125	49500	2.3	536	67000
			Invested	2159641		Current Value	4798960

Name of Dynamic Model Portfolio.	Details	Suitable for Risk Profile Score of
Multi-bagger Growth Stocks Model Portfolio	Includes stocks of companies trying to grow aggressively, for serious investors desirous of building up a multi-bagger portfolio, applicable for Moderate Risk takers.	> 37
Value Stocks Model Portfolio	Includes companies with short / medium term value - the stocks available at low prices v/s their present intrinsic worth, applicable for Medium Risk takers/ for persons having longer experience of equities.	> 43
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 (retired type) Low Risk takers.	> 28
Little Champs Growth Stocks Model Portfolio	Includes stocks of smaller companies trying to grow very aggressively, for serious investors desirous of building up an aggressive (high risk, high gain portfolio), applicable for Medium to High Risk takers. The stocks will be from the universe of well performing companies with market cap aprox. between 600 - 2500 cr.	> 46
Nano Champs Growth Stocks Model Portfolio	Includes stocks of very small companies fighting to come in profit / improved profit, for patient investors desirous of picking up turnaround opportunities (high risk, high gain portfolio), applicable for High Risk takers. The stocks will be from the universe of companies with market cap aprox. less than 600 cr.	> 50

NOTE
1. MINIMUM RISK PROFILING SCORE FOR ABOVE INDIVIDUAL CATEGORIES IS MENTIONED IN TAB OF FIVE CATEGORIES DYNAMIC MODEL PORTFOLIO.
2. (a) HENCE COMBO CMV IS FOR MINIMUM RISK PROFILE SCORE OF 43.
(b) COMBO LN WILL BE FOR MINIMUM RISK PROFILE SCORE OF 50
(c) SUPER COMBO CMVLN WILL BE FOR MINIMUM RISK PROFILE SCORE OF 50.