Customized Trading Advisory
Premium and Customized Trading Advisory Service
Does your trading activity require something more than just subscription-based trade ideas? If your answer to this is “Yes”, then just read on…. maybe we have got some excellent solution to offer!
If your trading activity is bigger than any average individual trader, perhaps you require some focused and tailor-made solutions and research inputs for your trading.
Welcome to Customized Trading Advisory Service.
- No generalized advice. Receive research and advisory inputs for your trading that are curated specifically for your trading requirements.
- Receive trade ideas with the suggested based on sector allocation and stock selection done from our site to suit your trading preferences
- Trade ideas delivered LIVE through WhatsApp – Entry, Exits, and Follow-up messages are also delivered LIVE through WhatsApp
- Constant monitoring of the trading ideas issued
- Monitoring of Risk and Market Obligation on your behalf
- Trade in the instrument of your choice; receive ideas in Stocks/NIFTY/Banknifty singly or in a combination with your choice
- Option to receive hedged trading ideas
- Option to define stock universe – Receive stock trading ideas only from the basket of your choice
- Help with liquidity planning and trade management
- Records of all trading advisory issued
- Availability of Research Analyst for periodical reviews of the advisories issues and for any other discussions through prior scheduling of a call
Fill in your details below and we will get in touch with you.
Have Questions? Ask Us
Tell me more about this service. How does it differ from your regular subscription-based service?
This is the service for those traders who need special focus and attention on their individual trading accounts. If you are a big trader with trading capital of 10-12 lakh and above, you may want a dedicated and customized consulting and trading advisory for your account. If this is the case, then this service is just right for you.
The biggest difference between the regular subscription-based service and Customized Trading Advisory is the personalized and customized nature of this service. You receive trading advisories that are just suitable for you, based on your trading preference, risk profile, market obligations, hedging requirements, etc.
What more does this service offer? How is it different?
We do not believe in “One-Size-Fits-All approach. The service extends taking care of your trade management, liquidity management, and market obligation requirements. Let us explain a bit more in detail
Once you sign up for this service, we will speak to you to know how much capital you have deployed. Once we know the details, we will issue you trading advisories in a way that it will make sure you do not use up more than 65-70% of your available capital. We keep a record of all calls issued to you; this helps us track the P&L and performance of your trading account.
If you have a requirement to hedge your trades, we would also provide advisories along with the hedge trades that you will simultaneously execute to create the hedge. Since we know your deployed capital, we will also keep a close tab on your total market obligations. This will ensure that we do not issue calls more than your allocated capital and thereby keep your risk management at optimized levels.
How will the service be delivered?
Just like any other service, you will receive advisories real-time on WhatsApp. Once a recommendation is issued, it would be recorded at our end; you will also subsequently receive exit/profit alerts as well on WhatsApp in a similar way.
What if I have opted for hedged advisory?
Generally, the principal positions will be through futures and you would normally use Options to create a hedge. In this case, it would be two legs i.e., the main position PLUS the hedge.
In such a case, you will receive two calls in the same advisory. For example, if a covered call is being executed, then we will issue an advisory to buy a stock future and simultaneously sell call at higher strike price. You will receive clear instruction to do this in a single message. All you will need to do is to execute that simultaneously at your end.
What if I require a hedged advisory?
Yes, you can opt for advisories along with the hedging advice as all. It is absolutely your choice to ask for a hedged advice. If that is your preference, you will receive all advisories along with the hedge.
In case of hedged advisory, are exits also done simultaneously?
YES, any trade entered in pair has to be exited in pair. Yes, the exits are also done simultaneously.
What if I do not need hedged advisory?
It is entirely up to you. Taking hedged advisory is not mandatory. It would be entirely upto you to just receive the kind of calls you need. You may select only stocks futures, OR stocks futures and index futures OR just index futures. It is entirely the client’s choice to select the instruments/segments on which the advisories will be issued.
Is this done on profit-sharing basis?
No. This is not done on profit sharing as that may be in contravention of regulations.
Do we part with money in your favor for the account to be managed?
Not at all. You are subscribing to trading advisories that will be customized to suit your requirements. Our services are limited to issuing advisory.
We are not portfolio managers. We do not accept any money from the client to be managed. All money, assets, etc., remain in the client’s bank/beneficiary account. All we do is just issue advisories as required by the client. All execution is also done at the client’s end, by the client.
If this is not on profit-sharing basis, what is the fee that I pay?
Yes, you correctly understood that this is not on profit-sharing basis. Generally, we charge a fixed quarterly fee payable at the beginning of every quarter.
Do I get access to Research Analyst whenever I need?
YES. You are most welcome to reach out to us. Whenever you have any query, you can reach out to Foram Chheda on her email foram.chheda@chartanalytics.co.in.
Alternatively, if you need to discuss anything, just feel absolutely free to schedule a call with us. She will be more than happy to connect with you on Phone/Skype/Zoom, etc.