i-Wealth now is a brand of "CapitalWays Investment Adviser”. CapitalWays Investment Adviser is a SEBI registered advisor and provides investment advisory services under the brand name i-Wealth now. We have 10+ years experience in providing equity research services to global financial institutions. Note: The content on this website is provided for informational purposes only. No material should be considered as investment advice directly, indirectly, implicitly, or in any manner whatsoever. Past performance is not an indicator of future performance. CapitalWays Investment Adviser accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of any information in this website. The information and content on this website are subject to change without notice.
Next Gen Stocks : Construction of Strong Portfolio
A SECRET TO BECOME MONEYED, THERE IS A DISTINCTION BETWEEN BEING MADE AND BEING CONSTANTLY MONEYED. BECOMING MADE NEEDS YOU TO OWN/RUN/MANAGE A TRIPLE-CROWN OPERATIVE BUSINESS THAT EARNS IMPORTANT PROFITS. BEING MONEYED NEEDS YOU TO HAVE MANY BUSINESSES THAT DELIVER EVEN LARGER PROFITS FREQUENTLY. AN OFFLINE INVESTMENT CONSULTING SERVICE WITH PERSONAL INTERACTION TO MAKE WEALTH CREATION PORTFOLIO THAT SUITS YOUR DEMAND.
Investment Risk identification Investment Goals with direct interaction from analysis Team. Portfolio construction supported shopper risk profile and in line with our five in five Wealth Creation Strategy. Portfolio level scrutiny - mistreatment Quality and Risk assessment parameters (Aggregate Volatility, Valuation, M.cap, diversification, etc.). Recommendation of stock specific allocation. Investment principle submitted, each stock specific and overall for the portfolio. Client executes suggested equity trades together with his broker. Portfolio Review conferences to be conducted quarterly with the analysis Team. Portfolio Performance Review Document (sent each quarter). (Comprehensive performance review note beside clear rebalancing strategy sent to the client). Quarterly Result Updates to be sent to the shopper for all the portfolio firms. Regular pursuit of all suggested stocks by in-house analysis team. Specific inputs to Buy/Hold/Sell - with principle provided. Change available Allocation if needed. Event Updates/Corporate Actions. Complete access to client service team & relationship manager.
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.
12 Stock Recommendation with the detailed research report and follow-up (When to Add more / Reduce / Sell / Result Update Etc)
The 12 Stock recommendations would be spread over 10-14 months depending on the market condition and prevailing opportunity.