• SEBI Registration: INA000019707
As Per SEBI Rules It Is Mandatory to fill the KYC and Risk Profiling form. Investments are subject to market risk Please do not trade on the tips which are not provided through SMS or messengers. Payment should be made in the bank account mentioned in the website. Correspondence should not be accepted if it is not done through registered email or mobile number.
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

Stage 3 : Sector selection

Sector selection is driven by a blend of fundamental strength and technical momentum. Fundamentally, sectors with strong earnings growth, consistent cash flow generation, and favorable macroeconomic tailwinds are prioritized. Alongside selective exposure to high-growth sectors for long-term expansion. Technical analysis tools such as sector rotation models, relative strength comparisons, and moving average crossovers are employed to identify sectors gaining momentum and outperforming the broader market.

Active Monitoring and In-Depth Equity Analysis for Sustained Performance. Sectoral shifts, macroeconomic changes, and geopolitical risks are also closely monitored to adjust allocations proactively. By integrating both top-down sector analysis and bottom-up stock evaluation, ensuring each investment remains fundamentally strong and technically sound, supporting consistent performance and effective risk management.

Dynamic Sector Analysis for Strategic Equity Positioning plays a pivotal role. To optimize equity allocation, sector analysis begins with an in-depth macroeconomic assessment to identify sectors aligned with prevailing economic cycles, policy shifts, and global market trends. Advanced equity analysis techniques, including fundamental valuation models (such as DCF and EV/EBITDA) and technical indicators (like price-to-volume analysis), are integrated to validate sector strength and market leadership.

Individual stock reading is grounded in a rigorous blend of fundamental analysis and technical evaluation. Fundamental research focuses on key financial metrics to ensure financial strength and operational efficiency. Additionally, competitive peer analysis, management effectiveness, and industry positioning are closely examined to assess long-term potential. Candlestick patterns, support and resistance zones, and breakout confirmations further validate market sentiment and price action.

Back testing is a critical process for evaluating the effectiveness of investment strategies by applying them to historical market data. This involves simulating trades to assess how a strategy would have performed in past market conditions, providing insights into its potential profitability. Key components of this process include utilizing high-quality, granular historical data to ensure accuracy in simulation results; calculating performance metrics evaluating risk-adjusted returns; and incorporating realistic assumptions.

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.

Pricing

Duration Fee
12 months 2.5 % advance fee based on AUA
I have read the Disclosure
Key Feature

Product Philosophy

The Asset Under Advice model is built on the foundation of transparency and accountability. This service stands as a commitment to ethical, responsible, and goal-oriented investment advisory, upholding the highest standards of trust and integrity as mandated by SEBI. Additionally, I am profoundly grateful to the members who have shown immense support and confidence in this endeavor; your trust is the cornerstone of our collective success.

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.
  • BASL Membership Number: BASL2224
  • Standard Warning : “Investment in securities market is subject to market risks. Read all the related documents carefully before investing.”
  • Disclaimers : “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

Please ensure you carefully read the Risk Disclosures

I remain on the forefront of conducting global market analysis and targeting potential business opportunities with a particular emphasis on Equity markets & Commodity market. Capital trading consultation has put me in a pivotal role to cultivate solid professional relationships, inspire client loyalty, and foster a progressive flow of continuously increasing success. The information and views in this website & all the services I provide are believed to be reliable, but I do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Investment in equity & commodities has its own risks. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and on sources that I consider reliable. I, however, do not vouch for the consistency or the completeness thereof. This material is for personal information and I am not responsible for any loss incurred due to it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations I give.

© 2020 ayushichky.com

Designed By:Urja24