We introduce Mispriced Opportunities Strategy to help investors’ en-cash on the volatility in the stock markets resulting in the mispricing of a few stocks. Sticking to our core philosophy of wealth creation, we would recommend stocks based on fundamental research only.

This product will complement our 5 in 5 Wealth Creation Strategy, as it will utilize only the liquid/short term funds of the investor and can be rotated every year along with reinvestment of profits.

Introducing

MISPRICED OPPORTUNITIES STRATEGY

WHAT DO WE MEAN BY MISPRICED?

Mispriced means the current stock price is quoting below the intrinsic value due to events surrounding the market or sector or the particular company, which, in our view, are transient in nature.

OBJECTIVES

OBJECTIVE

To identify the companies that are mispriced, and therefore have the potential to bounce back in the foreseeable future, thereby delivering meaningful returns over the next 6-18 months.

Under this strategy, liquid capital which can be set aside for around a year should be deployed. The total investible surplus should be deployed over 10-12 tranches.

WHO IS IT FOR

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Time Horizon

Suitable for investors with a time horizon of 6 months – 18 months.

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Return Expectations

25% - 50% in 6 months – 18 months and rotating capital efficiently every year.

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Frequency

Once a month. There could be times when you can also get two opportunities in a month.

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Type of Stocks

Most investment recommendations under this product will be with a market cap of Rs 5,000 crores or more.

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Number Of Recommendations

Number of recommendations over the year: 10-12 fundamentally sound businesses.

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Market Volatility

Investors who want to en-cash on near-term volatility in the stock market leading to stock prices dropping meaningfully below intrinsic value.

KEY BENEFITS

Number of Recommendation
Research Reports

For every recommended stock, a research report will be provided, highlighting our analysis and prognosis along with the upside potential.

Number of Recommendation
Entry & Exit Strategy

Information on the price range in which recommended stock has to be purchased and exited.

Number of Recommendation
Periodic Updates

To track earnings growth and significant events in the stock/industry, a short update will be provided every 6 months until the recommendation to exit.

Number of Recommendation
Portfolio Fact Sheet

To capture open and closed positions, profit booked/accrued of the portfolio stocks; a quarterly fact sheet will be provided.

Number of Recommendation
Alerts via SMS, Email Updates On Your Dashboard

For news/events affecting the recommended companies.

Number of Recommendation
Dedicated Support

Support will be provided via live chat, phone and emails from your dashboard.

HOW IT WORKS!

Research-Backed & Tested Events

To identify the companies that are mispriced, and therefore have the potential to bounce back in the foreseeable future, thereby delivering meaningful returns over the next 6-18 months. This product will complement our 5 in 5 Wealth Creation Strategy, as it will utilize only the liquid/short term funds of the investor and can be rotated every year along with reinvestment of profits.

MISPRICED OPPORTUNITIES STRATEGY

Mispriced Opportunities
Subscription

1 year
30,000 18,000

Above mentioned pricing is inclusive of all taxes.
Price Excludes Gift Shares worth INR 5,000.

Get Bank Details

Mispriced Opportunities
Subscription

3 years
36,000

Above mentioned pricing is inclusive of all taxes.
Price Excludes Gift Shares worth INR 5,000.

Get Bank Details

Account Name : EQUENTIS WEALTH ADVISORY SERVICES PVT LTD. | IFSC code : HDFC0000001 |
Type : Current Account | Branch : TULSIANI CHMBRS - NARIMAN PT, MUMBAI | Bank Name : HDFC | Account No. : 59275000000001


Subscription can be started via, bank UPI apps, BHIM app OR 3rd party apps supporting UPI, like Google Pay, PhonePe and Paytm.
Enter amount and pay to Research & Ranking UPI ID equentiswealthadvisoryservicespvtltd@icici

Know More about Gift Shares Concept

Still have a question? Call us at 022 6101 3818 directly.

Free Research Reports

Get Free Fundamental Research Reports Worth 10,000 (The above two fundamental stocks are to demonstrate the depth of research conducted at R&R. This should not be considered as Free Trial of our services.)