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ACTIVE PORTFOLIOS
STOCK PORTFOLIO ADVICE DEPENDING ON TIME-DURATION OF YOUR NEED with UPDATES AND
SHUFFLING service (changes/buy/sell/etc in stock holding) THROUGHTOUT THE SERVICE
PERIOD.

“ Now Invest in Best High-Return STOCK


PORTFOLIOS for your choice of time duration and
Retun Expection…with constant Updation/Shuffling
service from us…”

ACTIVE PORTFOLIOS or ACTIVE Stock PORTFOLIO ADVICE-


 ‘ACTIVE PORTFOLIO’ is a special service which is suitable to all class of investors.

 These are stock portfolios, mainly depending on period of investments corresponding with
expected return.

 An investor in markets invests with mainly three things in mind, 1. Duration of investment,
2.Risk Profile, and 3.Expected Return.

Thus, we came up with the concept of ACTIVE STOCK PORTFOLIO.

 These STOCK PORTFOLIOS are essentially ‘Ready-to-Invest’ stock portfolios updated actively
depending upon market situation, available in formats depending upon your choice of above
three parameters.

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

Following are the OPTIONS available to investors in terms of choice of service


from our basket of ACTIVE PORTFOLIO Service; Please choose from below,

PORTFOLIO INVESTMENT EXPECTED RISK PROFILE


RETURN
NAME DURATION

QUARTERLY 3 Months 20-40% OR Medium to high


PORTFOLIO HIGHER

HALF YEARLY 6 Months 40-60% OR Medium to high


PORTFOLIO HIGHER

TREND RIDER 1 Year 60-100% OR Medium


PORTFOLIO HIGHER

HALF CYCLE 2-3 Years 100-200% OR Medium to low


PORTFOLIO HIGHER

FULL CYCLE 4-5 Years 200-400% OR Low


PORTFOLIO HIGHER

DECADER PORTFOLIO 8-10 Years 1000%-2000% Low


OR HIGHER

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

Below is the brief description of investment approach and fee structure;

PORTFOLIO NAME BRIEF DESCRIPTION FEE STRUCTURE

Order of Segments

QUARTERLY A group, B group, C group Rs.4000


PORTFOLIO

HALF YEARLY A group, B group, C group Rs.4000


PORTFOLIO

TREND RIDER Midcap, largecap, smallcap Rs.6000


PORTFOLIO

HALF CYCLE Midcap/smallcap/largecap Rs.7000


PORTFOLIO

FULL CYCLE Midcap, Largecap, Smallcap Rs.8000


PORTFOLIO

DECADER PORTFOLIO Largecap, smallcap, midcap Rs.10,000

FAQs:
What is the ‘ACTIVE PORTFOLIO’?
The ACTIVE PORTFOLIO schemes are ready-to-invest portfolios, based on DURATION OF INVESTMENT.

How can an investor choose which is the right portfolio amongst all the 6 Schemes?
It is very Simple!
The investor has to simply choose them as per his requirement/need of investments in terms of
choice of duration, risk profile and expected return.
The details given in table format should help investor understand and make their choice easily.

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

PROCEDURE OF ‘DELIVERY OF SERVICES’:

Once the subscriber deposits the required fee, he is sent a welcome sms/email with fee receipt.

Then he is given a specific number of stocks with buy price depending upon the prevailing market
situation.

Then after, the member continues to receive updates (minimum one in one week) regarding his
portfolio and stocks. In updates, the member receives the current prices of his stocks, the % rise and
fall of his portfolio, some important news/events regarding his stocks and overall market as we may
feel necessary.

The member may be required to sell/add/buy more stocks depending upon the market condition as
and when required. This intimation of such actions will be given to member by us via sms/email.

During the service period the member can anytime contact and talk regarding his investments and
seek guidance.

BRIEF ABOUT EACH TYPE OF ACTIVE PORTFOLIO PORTFOLIOS:


1. QUARTERLY PORTFOLIO:
This PORTFOLIO is mainly aimed to service persons wanting to invest for very short time that is 3
months in our opinion, and generate some return while taking some risk in stock markets.
As given the investor can expect 20-40% return at the end of 3 months.

2.HALF YEARLY PORTFOLIO:


This PORTFOLIO is for those who can park money for 6 months duration and expect a return of 40-
60% at the end of the time.

3.TREND RIDER PORTFOLIO:

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

As you know this is 1 year PORTFOLIO. As the name indicate, here we will try to take benefit of the
short term move. We will do this by identifying and following the general trend prevailing for the
shortest period at particular time in the market. For e.g. we earned in 2009 in Auto sector while
2010 was for investment in Banking stocks for this portfoili.
This is just an example, we may invest in one sector or also choose more than one sector.

4.HALF CYCLE PORTFOLIO & 5.FULL CYCLE PORTFOLIO:


This two portfolios, as you can see is based on our assumption and opinion that a market and
economy in these days, consists of a cycle usually of 4-5 years. Thus, 2-3 years is what we call HALF
CYCLE. During a cycle, an economy and financial markets/stock markets behave in a particular
pattern. In simple words, some sectors outperform while some do not. Many sectors take form and
some vanish as well. Many stocks find their true value and give multibagger returns while many
which were once a largecaps or fancies and favourites of markets go down to deeps! Thus, we format
and update your optimal sized few stock portfolio for these 2-3 and 4-5 years duration which could
fetch best returns as indicated over the period of the timeframe. For e.g. avoiding telecom and
reality in 2009, 2010 while embracing auto, banking, pharma during the same periods would have
earned good returns to investors. This is merely an example. We do not invest in one or two single
sectors. We have more type of classification that people use in markets, such as merely largecap,
midcaps and so on. We use classification as mnc vs.domestic company, debt free vs. overleaveraged
company and so on. We see which sector’s cycle is turning for positive and which negative alike.

6.DECADER:
This PORTFOLIO as the name suggest is for investment of a if not lifetime but a decade time. We
wanted to give a product sort of Warren Buffett type. But his one is ‘forever’ type, and we could not
format one for investors which seemed practical to offer and sell!
Any way, you must have heard, that some of your friend’s father or grandfather bought/invested in
reliance industries or L& T shares or may be Grasim shares 10-20 years back and now prouding about
crorepati portfolio of them!

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

This is not a onetime phenomena, if you see an array of stocks which made similar money for
investors in last decade as was done by Reliance and L&Ts who invested a couple of decades ago. For
e.g we have Era Infra, Aban Offshore, Pantaloon Retail, and many more stocks which produced
multibagger return similar to those of reliance and LT over a period of 10 odd years.
Thus, we believe if you want to generate REAL WEALTH and make a CROREPATI PORTFOLIO which
you can boast of after 10 years to you friends your children of; this product is for you…

NOTE:
If you do not understand of found it tedious to read, please feel free to ask our customer
representative anything about any of the portfolios.

Value –added Bonus services provided with ACTIVE PORTFOLIO Schemes:


As an enhancement of our customer satisfaction policy, we provide following very useful
value – added and bonus services to the subscribers of any of the ACTIVE PORTFOLIO Schemes.
Lifetime follow-up service is given. This included giving news, alerts, and other information
regarding individual stocks and the portfolio as a whole. It also includes sending profit booking
confirmation through sms and personal phone calls. Thus, the investor member is given constant
follow up for the portfolio he/she has subscribed/bought until we make them sell-out those all
stocks.
Another bonus service is free Portfolio Shuffling Service. At the time of subscribing to any of
our ACTIVE PORTFOLIO Schemes, the investor may be having investment position in one or more
stocks. In this free bonus service we will give our views on the existing stock in his/her portfolio. The
investor is free to act or not act on our such advice on his existing portfolio. For gaining full benefit,
the investor is advised to give full particulars of his present stock portfolio like name of company,
date of investment, prices, and quantity. Up to 10 stocks are allowed for such onetime free Portfolio
Shuffling service. Please click here for knowing the immense benefits of Portfolio Shuffling Service.

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

What are the benefits of ACTIVE PORTFOLIO?


There are hoards of benefits to investors. Some of them are listed below.
1.Well Researched Stocks: The stocks consisting of various DURATION/RISK PROFILE based
PORTFOLIO schemes are well researched viz. fundamentally undervalued and technically strong.
This combination of both fundamental and technical analysis gives enforced confirmation for
potential upside.
2. from making mistake of over-diversification or concentration:
Many would say that right investment is an optimum trade-off between diversification and
concentration, safety and risk. We have done practical experiment, empirical study and paper
investing to find out the right mix for investment, where we don’t over-diversify like happens in
mutual fund investing nor do we over concentrate which has potential to increase our risks in
investing. Simply speaking its choosing the right option for (1) number of stocks in portfolio (2) inter-
sector choices (3) intra- sector choices (4)choice based on various other classification such as
market cap, debt level, growth rate of top line and bottom line, net asset value and book value,
shareholding pattern etc.
3.Various duration/periods available: We have these ready to invest portfolios for various
investments horizons. For e.g. our 1 year TREND RIDER PORTFOLIO is aimed at taking the benefit of
bull markets and riding the prevailing trend in market, wile the DECADER PORTFOLIO is aimed at the
concept of making a crorepati portfolio by investing for 8-10 years duration.
4.Various themes based/risk appetite portfolios available: We have this DECADER Portfolio for the
low-risk ultra long-term investor, while the 1 year TREND RIDER portfolio is for the medium-to-high
risk taker. While on the other side the 2-3 yrs HALF CYCLE portfolio is for those investors who can
take medium to low risk.
5.Lifetime monitoring and shuffling service and follow up absolutely free:
Because ‘selling is important as buying’, we give lifetime monitoring and shuffling service for any of
the portfolios you have subscribed. Please read ‘Value-added Bonus services provided’ under this
schemes.

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com


 

Please contact us on 09377008708, 09376858284


Or write on, info@MeghaInvestments.com to
become a member.

CALL US RIGHT
AWAY!
Start Investing!

Copyright @ 2010. www.MeghaInvestments.com, www.FiiTrades.net, www.TradeAssure.com

Phone: (M) +91-9377008708. Email: info@MeghaInvestments.com

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