theIPOguru.com
India's Premier Primary Market Portal
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Ashok Kumar, theIPOguru, is a man of few words. So, when he speaks, investors and particularly those chasing the IPO Rainbow with the proverbial 'pot of gold' at the end of it, listen carefully.
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     Top Stories
 
 
Review of IPO Limit for Retail Investors
 
Media Appearances

Ashok Kumar on Zee Business
11:40 am (09-09-2010)
Gujarat Pipav Port Listing Review
Devangi Bhuta on Zee Business
6.30 pm (08-09-2010)
Mutual Funds
 
 
 
  Investor Query

Click here to send in your queries.

•Q) Please advise on future strategy of City Union Bank.
  more....
 
  We told you so
Blue Dart
Buy at Rs 1080 (12-07-2010)
Gains of 15 per cent as on 07-09-2010
Bharat Forge
Buy with TP of Rs.331 on (26-07-2010)
Gains of 12 per cent as on 03-09-2010
Electrosteel Casting
Buy at Rs 50 as on (23-08-2010)
Gains of 10 per cent as on 03-09-2010
BEML
Intraday Buy TP of Rs.1125 on (03-09-2010)
Hit TP on 03-09-10
SKS Microfinance
Buy at Issue Price
Gains of over 30 per cent
 
 
 
 

Portfolio Advisory Service

 

LKW - Portfolio Advisory Service (PAS)  

LKW’s PAS encompasses investment recommendations to its subscribers across Equities, Gold and  Mutual Funds (Debt & Equity). 

 

PAS’s Salient features :  

  • In-depth analysis of the client's Net Worth and Risk Profile at the outset to determine the Optimal Investment & Asset allocation Strategy.
  • Initial Portfolio Review ( Maximum of 30 investments ) and Re-Structuring Suggestions, where necessary.
  • Regular Portfolio Monitoring and timely Entry/Exit Recommendations.
  • Yet, The service is non-discretionary --- client has full control of his portfolio and the client retains the right and responsibility for acting or not on LKW’s PAS recommendations.
  • LKW is  not a stock-broking company, its Research is Independent and its Recommendations are not brokerage driven.

Service Packages:  

 Option IOption II
Fee

Rs. 25,000 or 1% of the Total Portfolio Value; whichever is higher

Rs. 10,000 p.a. or 0.50 per cent of the Total Portfolio Value whichever is higher

Services

  • Review of Existing Portfolio

  • Monthly Reviews and Investment / Disinvestment Recommendations 

  • Facility of  having a Personal One to One Online Chat once per quarter with an LKW Portfolio Advisor
  • One time Review of Existing Portfolio.

  • Facility of  having a Personal One to One Online Chat with an LKW Portfolio Advisor; on a half yearly basis.

Option III   :  LOTUS STOCK-FLASH, a Weekly Investment Newsletter with a Weekly Stock Pick, IPO Coverage and Half a dozen Buzzing Stocks based on Research and Market Information. The mode of delivery will be Online ( through e-mail ). 

Subscription Fee   : 

Rs.15,000 per annum               Rs.10,000 per half year         

Rs.6,000 per quarter               Rs.2,500 per month   

 

End-to-End Comprehensive IPO Reports 

The mode of delivery will be Online ( through e-mail ).  

 

IPO Packages:  

 Option  AOption II
Fee                        Rs.18,000 per annum            Rs.27,000 per annum

 

S
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R
V
I
C
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  • Comprehensive Analysis & Investment Advise on all IPOs 

              
  • Investment /Withdrawal Strategies on Last day of IPO based on Subscription Forecast 

  • Listing Day Strategy 

  • One to One Online Chat once per half year with a Sr. theIPOguru.com Analyst
  • Comprehensive Analysis & Investment Advise on all IPOs

  • Investment /Withdrawal Strategies on Last day of IPO based on Subscription Forecast

  •  Listing Day Strategy & Weekly Post Listing Strategy for the 1st month

  • Monthly Review & Updated Recommendation on all IPOs, post its Listing

  • Facility of  having a Personal One to One Online Chat once per  Quarter with a Sr. theIPOguru.com Analyst

  

*   Taxes as applicable will be levied.  

For further details e-mail us at :  theipoguru@lotusknowlwealth.com