Wealth Matrix
Wealth Matrix is a sophisticated equity investment product designed to guide you through market volatility with confidence.
- SEBI Registration: INA000019707
Overview
Portfolio matrix ( Asset under advice)
The Asset Under Advice (AUA) model is a comprehensive, client-centric investment advisory service designed to provide personalized financial guidance in line with SEBI regulations. This model focuses on offering unbiased, research-backed advice on managing and optimizing clients’ existing equity portfolios and other financial assets without engaging in product distribution or execution services. The service is structured to align with clients’ financial goals, risk tolerance, and investment horizons while adhering strictly to SEBI’s fiduciary and compliance standards.
Behind every stock is a company. We are here to find out what it is doing
How Do I Select A Stock?
Stock Selection Perspective
Under the Asset Under Advice (AUA) model, stock selection will be driven by a rigorous approach that adheres strictly to SEBI guidelines. The process will blend advanced technical and fundamental analysis. Fundamental analysis will focus on evaluating company financials, industry trends, and macroeconomic factors, while technical analysis will leverage price action, chart patterns, and indicators to identify potential entry and exit points. Stocks will be chosen based on their growth potential, financial health, management quality, and valuation attractiveness. Sector diversification and portfolio allocation strategies will also play a key role to mitigate risks and optimize returns. Continuous monitoring and timely reviews will ensure that portfolio recommendations remain relevant in dynamic market conditions.
Stages Of Analysis
Stock Selection Methodology
Key Feature
Investment Philosophy
Maintaining a disciplined approach to valuation ensures that investments are made at reasonable prices, avoiding overvalued assets.
Key Features
- Designed exclusively for investors with a minimum investment capacity of ₹ 1 crore, offering a focused & data-driven investment experience.
- Exposure to selected stocks from both Quant Matrix and Wealth Matrix, blending high-growth opportunities for optimal performance. No additional subscription is required.
- Personal portfolio review services with strategic guidance once a year. No additional subscription is required.
- Long-term stock recommendations focused on sustainable wealth creation, based on technical, fundamentals, liquidity, price action and macro data.
- Offers a customized investment approach that integrates balanced and aggressive strategies.
- Provides well-researched equity recommendations backed by fundamental analysis and technical indicators, with clearly defined entry and exit points for precise execution.
- Regular assessments of asset performance with actionable insights to optimize portfolio health based on evolving market conditions.
- Offers secure access to a dedicated performance portal for continuous tracking of portfolio performance and sector allocation.
📌 Disclaimer:
“The sectors quoted are for illustration only and are not recommendatory.”
Disclosures
- Name of the IA as Registered with SEBI: Ayushi chauksey adviser Pvt. Ltd.
- Registered Office Address: 801 synergy business park, stellar management and Teloz spaces , Sahkarwadi Sahakar BHD Virwani INDL Estate,near metro railway station, Goregaon East, Mumbai, Maharashtra, India, 400063
- Contact Number: +91 79001 93068
- SEBI Registration Number: INA000019707
- Trade Name of IA: Ayushi chauksey adviser Pvt. Ltd.
- BSE Enlistment Number: 2224
- CIN: U66190MH2024PTC424793
- Standard Warning: “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
- Disclaimer: “Registration granted by SEBI, enlistment as IA with Exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors”.
Featured Market Plans
Quant Matrix
Quant Matrix is an exclusive investment solution meticulously crafted for discerning investors seeking capital growth.
Portfolio Review Services
Portfolio Review Services is a personalized investment analysis offering designed to provide clients with a comprehensive evaluation of their existing portfolios.
Learning Matrix
Before I introduce my project, I would first like to offer my gratitude to all the members on social media for constantly encouraging and supporting me convert ideas into action.
Wealth Matrix
Wealth Matrix is a sophisticated equity investment product designed to guide you through market volatility with confidence.
Quant Matrix
Quant Matrix is an exclusive investment solution meticulously crafted for discerning investors seeking capital growth.
Portfolio Review Services
Portfolio Review Services is a personalized investment analysis offering designed to provide clients with a comprehensive evaluation of their existing portfolios.
Learning Matrix
Before I introduce my project, I would first like to offer my gratitude to all the members on social media for constantly encouraging and supporting me convert ideas into action.