Why we Are Different

Life Membership Benefits Enjoyed by a Member Membership strength

Life Membership

We Make Wealth Work For You.
We are the only wealth management company to offer premium membership to enjoy life time benefit
from our products and services

Why Life Membership
Your Financial Planning & Advice is not a one time process
Your finance and investments need to be monitored continuously to check whether they are in line with your objectives
Your need to be kept informed about investment opportunities and threats
Your investment decisions based on pre-drawn strategy have to be implemented at the right time
Your need to be updated about economy and markets

Membership strength

Our motto of ‘SAVE YOUR TIME & MAKE YOUR WEALTH WORK FOR YOU’ has put us on fast track growth with
membership crossing 3000 mark in a short span of 3 years. Our Membership covers industrialist, business men,
and celebrities and is spread through out India and abroad.
Membership Fee

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.

Family Membership

Celebrating 21 years of Trust! 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.

Rate for Children or Parents Rs. 1 Lakh
Rate for Other relatives Rs. 1.25 Lakhs
Note: Rates are subject to revision without prior notice

FAQ

Can I take only part of the services and be charged proportionately?
Can I take membership for shorter period say 3 or 5 years at a lesser fee?
How Can I assure myself that the membership would be beneficial?
Can I Subscribe only to research reports and investors’ meets?
What is the minimum investment I need to make to take membership?
As a member will I get portfolio restructuring advice even if I hold the shares with other brokers
How much returns can I normally expect if I follow the investment advice?

Our Previous Strategies & Track Record

PREVIOUS STRATEGIES
Riding the Bull from 2006 to 2007
Switch to Gold in August 2007
Exit from Equity in February 2008
Exit Gold and invest in Auto and NIFTY BeEs in March 2009
Exit BeEs, Entry in Gold and Index Heavy Weights in May 2009
Exit Gold in November 2009
Exit Equity and create divestment portfolio in January 2010
Create Dividend yield portfolio in February 2010
Exit Divestment portfolio in March 2010
Diversified Portfolio in April 2010
Exit Gold in June 2010
Exit Equity in September 2010
Exit from gold and entry in equity in Aug 2011
STRATEGY FOR GROWING WITH INDIA IMPLEMENTED IN OCT 2010

Benefits Enjoyed by a Member

What are the benefits enjoyed by a Member

(a) Financial Planning
(b) Restructuring of Insurance Portfolio
(c) Restructuring of Equity Portfolio once in a quarter
(d) Restructuring of Mutual Fund Portfolio once in a quarter
(e) Review of investments with reference to Financial Planning once in 6 months
(f) Advice on investment products offered by other agencies from time to time
(g) General Taxation Advice and filing of returns
(h) Advice on real estate buying and selling
(i) Technical outlook on 4 Companies in a month
(j) Weekly Investors’ Meet including special investors’ meets and seminars
(k) Free Online access to Weekly Investors’ meets
(l) Concession in rates as may be applicable from time to time for training classes
(m) Weekly, Monthly and Special Reports from Wasankar Research
(n) Three Dmat accounts for self, spouse and HUF account
(o) Implementation of investment and trading strategies

Wealthnomics 2011 Exclusive Seminar by Dr. Prashant Wasankar

Research Advisory Services

Right advice at the right time is what you need in today’s highly volatile market. Our in-house research wing has
a proven track record of identifying opportunities as well as threats and in providing actionable research reports.
Subscription Charges

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.

Monthly or Quarterly Subscription

NOT AVAILABLE

Dmat Accounts

NOT AVAILABLE

What you get under this Subscription

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

Portfolio Evaluation & Restructuring Service

Our core specialty is building and restructuring portfolio to grow with India. Our in-house research headed
by experts with more than 2 decades of experience in fundamental and technical analysis
will help you in evaluating and restructuring your portfolio. You can also get a portfolio
built based on your goals, time frame and risk capacity.

Why should you get your portfolio evaluated?

Equity Portfolio
What is the Market wide risk and risk to your portfolio?
Is your portfolio outperforming the market?
Does the portfolio carry excessive risk in a particular sector or stock?
Are the stocks fundamentally strong?
How have your stocks performed in the short and medium term?
Are your stocks in an uptrend or downtrend?
Should you book profits?
Should you hold or exit or average stocks in down trend?

CLICK HERE FOR SAMPLE EQUITY PORTFOLIO EVALUATION & RESTRUCTURING REPORT
Mutual Fund Portfolio
What is the Market wide risk and risk to your portfolio?
Is your portfolio outperforming the market?
Does the portfolio carry excessive risk in a scheme?
How have your schemes performed in the short and medium term?
Alternate schemes for improving your portfolio performance?
Suggestion for SIP (Systematic Investment Plan & Value Investment Plan)
Should you book profits?
Should you hold or exit from schemes under performing market?
Subscription Charges

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 number of stocks or mutual fund schemes

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 HERE FOR SAMPLE MF PORTFOLIO EVALUATION & RESTRUCTURING REPORT
Monitoring of portfolio and implementation of suggested strategies will have to be carried out by the subscriber
and is not covered under this subscription. Fee once paid will not be refundable.