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MILARS
Multibagger
Blue-Chip
Swing Trading
Vision 10x
Small-Cap
All-in-One

All-in-One

  • MILARS Strategy
  • Multibagger Strategy
  • Swing Trading Strategy
  • Blue-Chip Strategy
  • Vision 10x Strategy
  • Small-Cap Strategy
LongShort
Advisory Fees
Rs. 0
Goods & Services Tax (18%)
Rs. 0
Payable Amount

Rs. 0

Get Wallet Cashback Get Wallet Cashback
Rs. 0

Investment Strategies

TAKE RIGHT STEPS TO WISE INVESTMENTS


CompanyReco. PriceReco. DateProfit/LossDuration 
Rs. 356.00 May 21, 2020
12.5 %
15 Days Plus
Rs. 1180.00 Apr 01, 2020
4.49 %
2.4 Months Plus
Rs. 416.00 Mar 25, 2020
36.54 %
2.5 Months Plus
Rs. 266.00 Mar 25, 2020
31.58 %
1.6 Months Plus
Rs. 1269.00 Mar 25, 2020
33.02 %
2.1 Months Plus

MILARS Portfolio Characteristics

An active portfolio of 15 – 20 quality companies which are qualifying the six guiding principles of MILRS namely,

  1. Market Direction: Recommendation to buy only when the market is in an uptrend.
  2. Industry Ranking: Identifying the leading industries in the market.
  3. Leading Companies: At MILARS, we only recommend market leaders.
  4. Acceleration in Earnings: We focus on companies with explosive earnings growth showing high price strength.
  5. Relative Price Strength: The price of stocks discounts everything. When something in the underlying company is structurally changing, it is always reflected in the price.
  6. Selling Rules: Exiting your stock at the right time is as important as selecting it. Cut your losses short and let your winners run is the golden rule we follow at MILARS.

Advisory Plan

Upfront Fee Nil
Returns based Fee 15% of the returns to be charged at the end of 3 months of service subject to the high watermark

A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Multi-bagger Portfolio Characteristics

A long-term portfolio of 15 - 20 young companies with the potential to grow exponentially which can create wealth in the medium to long term. The essence is to spotyoung companies and watch them grow.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicatedrelationship manager and access to the research analysts.

Detail Terms of Service

BlueChip Portfolio Characteristics:

Portfolio consists ofonly 10 – 15 blue-chip market leaders with established business models that endeavour to provide stability & liquidity to the portfolio.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Swing Trading Portfolio Characteristics:

This strategy is designed for those investors who would like to take advantage of the opportunities available in the market to make quick gains keeping a strict stop loss.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Vision10x Portfolio Characteristics":

The Vision 10x strategy endeavours to identify 8 – 10 companies that are relatively stable in comparison to the broader market and endeavours to select stocks based on the financial strength of companies, management strategies and reputation, track record and liquidity.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Small Cap Core Portfolio Characteristics

A portfolio consists of 10 – 15 small capcompanies which are at their nascent stage and likely to become tomorrow’s mid-cap stocks.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Investment Strategies

TAKE RIGHT STEPS TO WISE INVESTMENTS


CompanyReco. PriceReco. DateProfit/LossDurationService
Rs. 356.00 May 21, 2020
12.5 %
15 Days BC
Rs. 1180.00 Apr 01, 2020
4.49 %
2.4 Months MB
Rs. 416.00 Mar 25, 2020
36.54 %
2.5 Months MB
Rs. 266.00 Mar 25, 2020
31.58 %
1.6 Months MB
Rs. 1269.00 Mar 25, 2020
33.02 %
2.1 Months MB

MILARS Portfolio Characteristics

An active portfolio of 15 – 20 quality companies which are qualifying the six guiding principles of MILRS namely,

  1. Market Direction: Recommendation to buy only when the market is in an uptrend.
  2. Industry Ranking: Identifying the leading industries in the market.
  3. Leading Companies: At MILARS, we only recommend market leaders.
  4. Acceleration in Earnings: We focus on companies with explosive earnings growth showing high price strength.
  5. Relative Price Strength: The price of stocks discounts everything. When something in the underlying company is structurally changing, it is always reflected in the price.
  6. Selling Rules: Exiting your stock at the right time is as important as selecting it. Cut your losses short and let your winners run is the golden rule we follow at MILARS.

Advisory Plan

Upfront Fee Nil
Returns based Fee 15% of the returns to be charged at the end of 3 months of service subject to the high watermark

A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Multi-bagger Portfolio Characteristics

A long-term portfolio of 15 - 20 young companies with the potential to grow exponentially which can create wealth in the medium to long term. The essence is to spotyoung companies and watch them grow.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicatedrelationship manager and access to the research analysts.

Detail Terms of Service

BlueChip Portfolio Characteristics:

Portfolio consists ofonly 10 – 15 blue-chip market leaders with established business models that endeavour to provide stability & liquidity to the portfolio.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Swing Trading Portfolio Characteristics:

This strategy is designed for those investors who would like to take advantage of the opportunities available in the market to make quick gains keeping a strict stop loss.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Vision10x Portfolio Characteristics":

The Vision 10x strategy endeavours to identify 8 – 10 companies that are relatively stable in comparison to the broader market and endeavours to select stocks based on the financial strength of companies, management strategies and reputation, track record and liquidity.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Small Cap Core Portfolio Characteristics

A portfolio consists of 10 – 15 small capcompanies which are at their nascent stage and likely to become tomorrow’s mid-cap stocks.

Advisory Plan

Upfront Fee Rs. 20,000 p.a. inclusive of taxes
Returns based Fee 15% of the returns to be charged at the end of one year of service subject to the high watermark

Exclusive

  1. The returns-based fee (RBF) of a year shall be adjusted against the upfront advisory fee (UAF) paid for that particular year.
    • If the UAF > RBF then, no returns-based Fee Payable
    • If the RBF > UF then, only the difference amount is payable
  2. In case the portfolio value at the end of the year is less than the highest watermarked amount, the service shall be rolled over to the next year without any Upfront fee or additional cost.
  3. A dedicated relationship manager and access to the research analysts.

Detail Terms of Service

Compliance FAQ

MOST COMMON QUESTIONS


The clients availing the advisory services shall comply with the following requirements:

  • KRA and CKYC verification
  • Risk Profiling
  • Transaction Proof

We require the images of following documents for opening your advisory account with us:

  • PAN card
  • Transaction Proof

Note: If you are not a KRA & CKYC verified customer, then a copy of documents needs to be given. The original KYC documents will be verified during in-person verification. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary, you need not undergo the same process again when you approach another intermediary. In case your KYC is not registered, we will help you to register it.

You can share the documents in 2 ways:
Share the images through email (compliance@stockaxis.com) or
Share the images through WhatsApp (+91-9773015000)

It is a set of 10 questionnaires to derive the risk tolerance. Risk Profiling Form, required to be filled by the client.

After a successful transaction, a client submits the proof through which the transaction was made to prevent the third party payment.

Compliance FAQ

MOST COMMON QUESTIONS


The clients availing the advisory services shall comply with the following requirements:

  • KRA and CKYC verification
  • Risk Profiling
  • Transaction Proof

We require the images of following documents for opening your advisory account with us:

  • PAN card
  • Transaction Proof

Note: If you are not a KRA & CKYC verified customer, then a copy of documents needs to be given. The original KYC documents will be verified during in-person verification. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary, you need not undergo the same process again when you approach another intermediary. In case your KYC is not registered, we will help you to register it.

You can share the documents in 2 ways:
Share the images through email (compliance@stockaxis.com) or
Share the images through WhatsApp (+91-9773015000)

It is a set of 10 questionnaires to derive the risk tolerance. Risk Profiling Form, required to be filled by the client.

After a successful transaction, a client submits the proof through which the transaction was made to prevent the third party payment.

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