AUA charges: -
Rs.12 Lakhs to below Rs.18 lakhs – 0.6% on quarterly basis.
Rs.18 Lakhs to below Rs.35 lakhs – 0.5% on quarterly basis.
Rs.35 Lakhs to below Rs.75 lakhs – 0.4% on quarterly basis.
Rs.75 lakhs to below Rs. 2 crores – 0.35% on quarterly basis.
Rs. 2 crores to below Rs. 5 crores – 0.3% on quarterly basis.
Rs 5 crores & above – 0.25% on quarterly basis.
* An advance of two quarters AUA charges will be required to be maintained with us.
* At the end of each quarter, an actual AUA bill will be payable.
GST will be extra as applicable.
(B.) Fixed Fee Dynamic Model Portfolios
(These products are Web based, non-personalised for different Risk Profiles categories)
| Dynamic Model Portfolio Services | Premium (6 Months) in Rs. |
|---|---|
Consistent Growth Stocks Portfolio
|
21000
|
|
Multibagger Growth Stocks Portfolio
|
26400
|
|
Value Stocks Portfolio
|
31800
|
|
Combo CMV of Above
|
39800
|
|
Little Champs Growth Stocks Portfolio
|
31800
|
|
Nano Champs Growth Stocks Model Portfolio
|
37000
|
|
Combo LN of Above
|
45000
|
|
Super Combo CMVLN of all Stocks Portfolios
|
58000
|
Premium: - The Company details in brief, Latest Portfolio Views will be available in ‘Premium’ category. WhatsApp updates will also be available in the ‘Premium’ category.
Complaint Data
Data for month ending: - December 2024
| 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 |
Trend of monthly disposal of complaints
| 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 | 0 | 0 | 0 | 0 |
| 10. | Jan, 2025 | ||||
| 11. | Feb, 2025 | ||||
| 12. | March, 2025 | ||||
| Grand Total |
Trend of annual disposal of complaints
| 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 |
Grievances Redressal / Escalation Matrix
| 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 |
Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under:
| Sr.No | Financial Year | Compliance Audit Status | Remarks, If any |
|---|---|---|---|
| 1 | FY 2020-21 | Conducted | No adverse remark from auditor |
| 2 | FY 2021-22 | Conducted | No adverse remark from auditor |
| 3 | FY 2022-23 | Conducted | No adverse remark from auditor |
| 4 | FY 2023-24 | Conducted | No adverse remark from auditor |
| 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 |
Sample of Multi-bagger Growth Stocks Portfolio(AS ON 21/1/2022)
(An Investment of Rs.21.6 Lakhs becomes Rs.48 Lakhs in less than 18 months)
| 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 |
Disclaimer: - The past performance cannot be an indication of future trends.
Risks associated with Equity Investments.
This is a service common for all subscribers and does not involve any personal or customized advice. This service does not guarantee any returns.
Though all care is taken in selecting recommendations, the equity shares of companies covered get affected by several dynamic, ever-changing and unpredictable factors. The shares can rise/fall in any manner. E H Research promoter of StocksBazaar or any of its employees will not be liable for any losses suffered.
I have also read and understood Terms, Conditions, Disclosure and Disclaimer.
| 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 |
* It is strongly advised to pick up 3-6 top allocated (percentage wise) stocks of different model portfolios to create your well diversified portfolio.
* For example, you can pick up more stocks of say Little Champs and Nano Champs if your Risk Profiling score is more than say 55.
| 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. |
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
Logo -
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/
Please speak to IA Mr Akhilesh Jain.
As such the general terms for personalised service with fee on Assets Under Advice (AUA) mode are: -
1. This service is for fresh new investments of minimum Rs.50 lakhs.
Your money remains with you only. We provide advice for creation and reshuffling of the portfolio.
2. The minimum upfront payment will be 0.5% of your new portfolio value for every 6 months.
3. Additionally Profit sharing will be applicable. This will be as mutually discussed. However annually total fee including profit sharing will not exceed 2.5% of your AUA - Asset Under Advice.
Please speak to Mr Jain on +919826424849 during 7-8 pm.