The popularity of the membership concept with investors can be judged by the membership strength despite 5 fold increase in the fees in three years.
In line with our philosophy of Family Financial Doctor, Members can enroll their family at special rates.
For each family member, Objectives differ, Time horizon differs, Risk appetite differs and so does the financial planning and investment strategies. Wasankar wealth recognizes this and offers family Membership at discounted rates.
Our products and services are not available on individual basis as advice on investment decisions on stand alone basis would be like a doctor giving a medicine based on patients complaint without carrying out a detailed check up. However, you can subscribe for our Research Advisory Services on annual basis. You can also get a one time evaluation and restructuring advice for your portfolio on payment of a fee.
You can opt for the 5 year membership.
You can take trial membership for six months by paying non-refundable fee of Rs.50K. You can convert the same in to regular membership within 6 months by paying the difference between the then prevailing fees and Rs.50K already paid. Trial membership will entail you to the following services: - Three restructuring reports for your equity and mutual fund portfolio - Access to investors’ meets including on-line viewing - Research Reports by email - Investment and Trade messages by SMS Dmat accounts will not be opened during trial membership
You can subscribe to our Research Advisory Services which also entitles you to online-viewing of investors meets and evaluation and restructuring of your portfolio twice in a year.
There is no minimum investment level for taking membership. You can be a member without having any investment through us
Yes. You can hold shares with other brokers and send your holdings and get our portfolio restructuring report and advice.
Past performance is not a guarantee for the future. An investment of Rs.3 lakh in 2006 has grown to Rs.10.38 lakh by September 2010.
What are the benefits enjoyed by a Member
Annual charges of Rs.20000 (Rupees Twenty Thousand) inclusive of Service Tax. Fee once paid will not be refundable. Subscription will be valid for one year from the date of payment of fees.
NOT AVAILABLE
Evaluation and restructuring of equity and mutual fund portfolio twice in a year. Maximum of 30 stocks in Equity portfolio and 15 schemes in Mutual Fund Portfolio will be accepted for evaluation. In case an equity portfolio holds more than 30 stocks the top 30 stocks by current value of investments will be evaluated. In case Mutual Fund Portfolio has more than 15 schemes, top 15 schemes by current value of investments will be evaluated. CLICK FOR SAMPLE REPORT ON EQUITY PORTFOLIO CLICK FOR SAMPLE REPORT ON MUTUAL FUND PORTFOLIO
Monthly update of fundamentally strong stocks from BSE 500 showing trend, support levels and risk through email.
Quarterly update of fundamentally strong stocks from BSE 500 with highlight of stocks removed from our list and added to our list through email
One pager report on IPO/FPO/RIGHTS issue recommended by us through email.
Weekly Navigator, Monthly Radar & Special Reports by email
Weekly Pivot levels and Moving Averages by email
Investment, Trade and Derivative Calls by SMS.
On-line access to Weekly Investors’ Meets
Free Guest passes to special investors’ meets and seminars
Why should you get your portfolio evaluated?
There will be a fee of Rs.7500 for each Equity Portfolio and Rs.7500 for each Mutual Fund Portfolio. The fee will be Rs.10000 if both Equity and Mutual Fund Portfolio are offered at the same time for evaluation & Restructuring. Fees are inclusive of service tax.
Maximum of 30 stocks in Equity portfolio and 15 schemes in Mutual Fund Portfolio will be accepted for evaluation. In case an equity portfolio holds more than 30 stocks the top 30 stocks by current value of investments will be evaluated. In case Mutual Fund Portfolio has more than 15 schemes, top 15 schemes by current value of investments will be evaluated.