SEBI Registration no. INA300011991

Services

EQUITY ADVISORY

We will be providing multibagger investment ideas through this service. Equity advisory is mostly meant for investors who are proficient enough to take care of their portfolios but are inclined towards good stock ideas with detailed research reports.

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    Focus on Small & Mid-Cap Companies
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    Scuttlebutt Approach –
    Knowing Ground Reality
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    Management Meet Notes (Wherever Possible – Complimentary)
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    8-12 Ideas Per Year
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    Suited to Long Term Investors
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    Model Portfolio with Allocation Details
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    Average Holding Period : 1-3 years
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    Detailed Research Reports
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    Insightful Regular Updates

PORTFOLIO ADVISORY

Portfolio advisory is a personalized customized service provided by us. It is meant to maximize our client’s wealth.We will take care of your entire portfolio and the same would be closely monitored from our end. We will take the responsibility of your entire portfolio.

  • Portfolio Level Monitoring
  • Highly Customized based on Investment Objectives
  • More Personalised Communication
  • Strategic Portfolio based on Risk Profile
  • Fixed Fee based Service
  • Peace of Mind - Execution at your end
  • Suited to Long Term Investors
  • Insightful Regular Updates

Payment Options

Account Transfer

If you are transferring through Cheque/DD/Account Transfer then please send an email to info@equitywealth.co.in with your Name, Email id, Account Number, Bank Name, Transaction Number and the amount transferred. Payment can be through Cheque, DD or Direct Account Tranfer.

Account Name: SA Investment Advisors
Account Number: 50200031730964
Account Type: Current Account
Bank: HDFC Bank
Ifsc Code: HDFC0001015
Brach: Dalhousie - Clive Row