Reap the budding Jewels with StockAxis Small Cap Core Portfolio 01
What makes investors crazy for Small caps? The answer is simple . Really? Yes! Small cap To reap these jewels, you need a portfolio stocks carry immense potential for which is embedded with relentless and explosive growth. constant research along with a dash of patience. It’s not that large cap stocks do not display potentiality, but due to the nascent and StockAxis Small cap core portfolio is budding stage of the Small caps, sky can be specifically designed to capture the best of the limit for these stocks! small caps which are trading at just the opportune levels. However, screening for quality small caps which might one day transition into mid Adding these Small cap stocks to your caps or even large caps is not exactly a walk portfolio is one easy way to be richer & in the park. happier! 02
How can you benefit from Small caps? StockAxis tells you why investing in Small caps is the smartest decision you can ever make! 03
When you own Small caps.. Your portfolio can consist of unique businesses which are predominant in Small cap segment. Small caps are the widest spectrum of stocks which can diversify your portfolio in a true sense. You can capitalise on the transitional growth of Small caps to Mid caps owing to their high growth potential. You own an opportunity to unlock unparalleled value as small caps can offer attractive valuations. 04
The essence of Small cap core portfolio is to capture the transitional growth of stocks from Small-caps to Mid-caps. Small Cap Core Portfolio 05
We go all the way with our research! Our emphasis on quality ensures that all our Small cap stock recommendations pass our firm and demanding criterias before they can be a part of your portfolio. We maintain a bottom-up and valuation-driven approach while constantly observing the stock movements along with the long term fundamentals. 06
Small Cap Core Portfolio Characteristics Stocks Selection: Bottom up approach, focus towards business with scalability, and 01 significant opportunity for re-rating of stocks with an aim to deliver superior returns in the long term. 02 Tax Efficiency: Most capital gains will be long-term. Possible Risk: Business model does not scale up, liquidity risk and high volatility in 03 Returns Regular Rebalancing . Stocks with deteriorating factors will be advised to be sold and / or replaced with stronger positions. Diversification: 10 – 15 positions in the portfolio. 04 Churn: Low. 05 3 years to get optimum return. Recommended 06 Investment Tenure Value added services: Access to Research Analysts 07 ∠ Recommendations via SMS, email & mobile app notifications at ∠ real-time Research Reports & Regular Updates ∠ A Dedicated Relationship Manager ∠ Access to the Recommended Portfolio in Web Login and Mobile App ∠ 07
With StockAxis, You get Recommendations for your Portfolio straight in your inbox with our Digital and real time recommendations setup! 08
Small cap stocks need constant research! Rest easy as our Research Analysts are on it each & everyday to ensure your Portfolio’s Health! SmallCap Core Portfolio Approach Fundamental Business & Industry Stock monitoring research Research and review 09
You too can join us and track your recommended portfolio by logging in to our app or website. You can also just choose to rest freely if you want! 10
Your allotted Account Manager will stay in regular touch to assist you with your portfolio & make sure that you have an easy investment journey! 11
Stay updated with StockAxis! All you have to do is check your inbox for regular updates & in-depth Research Reports of your Small caps. 12
Have queries? Our Research Analysts are just one call away and can put all your recommendation related queries to rest! 13
To secure your financial future, get started! Upload your Portfolio for a Free Evaluation!! Or Give us a missed call on: 9773076000 Or Email us at: research@stockaxis.com 14
StockAxis Small cap core portfolio is all you need to ensure financial success! 15
Testimonials “ Portfolios advised by you are wealth creator. I am “ Quite impressed by your service ” thankful to you and your supportive staff. ” -Gajender Singh (Feb 04, 2020) -P Ramakrishna Bhat (Jan 15, 2020) “ Good support and service. Excellent support provided. “ I am very much satisfied of your services. The Stock ” selection and timing of stock selection is very much good. ” -Vikas Garg (Jan 25, 2020) -Nikita Dani (Jan 01, 2020) “ It helps to rearrange my stock investment and also “ Services are excellent ” help me to recover earlier loss and a great service provided. Thanks. ” -Gaurav Maghanlal Patel (Jan 22, 2020) -Subhash Chand Singhal (Dec 18, 2019) 16
More than 5,00,000 100% R e g i s t e r e d U s e r s Total success More than 10,000 S u b s c r i b e d C l i e n t s 17
For more information, please contact Opulent Investment Adviser Private Limited. 113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021 Telephone: +91 22 6639 3000 | Email: research@stockaxis.com WhatsApp: +91 97730 15000 About us: The Opulent Investment Advisors Private Limited (“OIAPL”), a Company incorporated under the provisions of the Companies Act, 2013, is one of the prominent research house providing services of equity research, recommendation and advisory services in the financial markets under its brand name “StockAxis”. The OIAPL is registered with SEBI and hold SEBI license as a Research Analyst (registration No INH000007669) and an Investment Adviser (registration No. INA000011644). The OIAPL provides research, recommendation and advisory services for a broad array of investors including NRIs, HNI’s, and thousands of individual investors. 18
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