Company Research Report: Sandip Sabharwal Advisory Services

Company Overview

• Name: Sandip Sabharwal Advisory Services

• Mission: To provide high-quality investment advisory and research services with a focus on consistent, market-beating returns, leveraging extensive experience and strategic stock selection.

• Founded: 2013

• Founder: Sandip Sabharwal

• Key People:

• Sandip Sabharwal: Founder and Investment Adviser

• Headquarters: 2202, Marathon Heights, Pandurang Budhkar Marg, Lower Parel, Mumbai 400013, India

• Number of Employees: No information available

• Revenue: No information available

• Known For: Reputed for strategic stock picking and expert market predictions, especially in the Indian equity markets.

Products and Services

Research Analyst Services

1. Contra Opportunities Strategy

• Description: Investment strategy favoring a flexicap approach with a focus on contrarian investments to generate steady returns with low volatility.

• Features: Recommends 12 companies.

• Portfolio: Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 36000+GST.

2. Platinum Plan

• Description: Combines small-cap and large-cap stocks with a 60:40 ratio, targeting long-term investors.

• Features: Between 12-15 stocks.

• Portfolio: Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 36100 + GST.

3. Target Bluechip Portfolio

• Description: Focuses on large-cap companies with a low-risk strategic approach.

• Features: Invests in 9 large-cap companies aiming to outperform the Nifty.

• Portfolio: Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 29000 + GST.

4. Target Midcap Portfolio

• Description: Selects midcap companies with a value and growth focus, suitable for long-term investment.

• Features: Invests in 9 selected midcap companies.

• Portfolio: Minimum Portfolio Rs 5-6 Lakhs, Annual Fees Rs 35100 + GST.

5. Winners Plan

• Description: Research-focused small-cap plan with unique investment ideas.

• Features: 3-5 unique ideas per year, with 12-15 recommendations.

• Minimum Investment: Rs 4-5 Lakhs, Annual Fees Rs 32500 + GST.

6. Power Alpha Stocks

• Description: Short-term investment strategy with monthly recommendations.

• Features: 2-4 recommendations per month, holding up to 75 days.

• Starting Capital: Rs 5 lakhs, Annual Fees Rs 47000 + GST.

7. Only for Traders

• Description: Futures & Options trading plan targeting active profit booking.

• Features: Weekly calls, holding 1-10 days.

• One Lot Trading: Fees range from Rs 24000 for 3 months to Rs 55000 annually + GST.

8. Positional Trading Calls

• Description: Long-term Futures & Options plan emphasizing strategic exits.

• Features: 2-3 calls per month, holding 7-28 days.

• One Lot Trading: Annual Fees Rs 54000 + GST.

Investment Advisory Services

• HNI Services

• Description: Tailored investment advisory for high net-worth individuals requiring a comprehensive approach.

• Portfolio Size Requirement: Minimum Rs 4 Crores.

• Features: Customized asset allocation strategies, interaction with the advisor, portfolio monitored individually.

Recent Developments

• Awards and Achievements:

• Recognized by Business Standard as Fund Manager of the Year (2004-05).

• Received multiple ICRA MF awards.

• Recent Recognition: Managed top-performing equity diversified funds in the past, including internationally recognized JM equity schemes.

• Performance: Continued strong performance across multiple portfolios and advisory services with a focus on transparent, research-oriented strategies.

Notes

This report is based on available information sources. Revenue and detailed employee data were not provided. Some services cater specifically to different risk profiles and investment strategies, emphasizing the advisor's versatile expertise in Indian markets.

For further information and due diligence, potential clients are encouraged to directly contact Sandip Sabharwal Advisory Services.