Day-1 [Counseling] - A dedicated analyst who is assigned to you will do a counseling for approx 20-30min where in your risk profile, your goals, your investment plan etc will be discussed. This is done in order to understand you better and provide you personalized services.
Day-2 [Portfolio Health Check] - Our expert team will be working on your existing portfolio (if any) and advising you which stock to hold and which stock to exit and why you need to hold/sell any stock. Before making any new stock reco, we would like to get your existing portfolio checked properly.
Day-3 [Portfolio Design] - New stocks will be added in your portfolio which will help you achieve your goals. These new stocks will be apart from your existing good stocks. We will advice you which stock to buy and how much, what price and when etc. You will be advised on the portfolio stock allocation and cash allocation % etc.
Day-4 to Day-30 [Transition to TMP] - During next 2-4 weeks your portfolio will be aligned towards the existing virtual portfolio maintained by HBJ Capital. You will receive the research report of all the stocks added into the portfolio and also the latest copy of TMP.
Monthly Activity - Next month onward, you will receive two update on TMP Report per month, one with change in portfolio and other with update (quarterly results, news, events, policy change impact etc) on portfolio stocks. If any stock is added or sold from the portfolio, you will be informed thru Email and SMS alerts to your cell# so that you can make the changes as per the instruction given in the report. During first few months, we will personally call and advice you to make the changes so that you will get use to the process followed. After sometime, you get use to the process and start making changes in your portfolio based on our reports.
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