Welcome to Stockdunia
Welcome to www.StockDunia.in which is run by SEBI registered Investment Adviser Mr.Arijit Mazumdar. Thanks all of you for giving an opportunity to work with you together.
About StockDunia
About
I have completed B.COM (Hons) from St.Xavier’s Kolkata and Masters in Commerce (M.COM) from Calcutta University and also completed Master of Business Administration (MBA) in accounting and finance. I have past experience in investment in stock market as well as providing investment advisory services and still learning in investment advisory field. I believe that making money from stock market is very hard unless you don't have enough data, knowledge, experience, disciplines in investment. You have to spend lots of your valuable time to understand market trend, economy condition and company analysis.For this my most initiative to keep you inform with the data and facts that would impact your Investments as an investor and save your valuable time. StockDunia is maintained and run by SEBI Registered Investment Adviser. The Advisory services will be provided based on technical and fundamental analysis to understand ovelall market trend including sector and stock analysis as per Risk Profiling and Financial Goal. StockDunia is always with you to guide you in investment strategy to achieve your financial goal and hence introduce different services for investors.
The services include Personal Financial Planning, Advice On Mutual Fund, Investment Advisory on Stocks, Assets Allocation and Portfolio construction and Review/Rebalancing of portfolio as per the Risk Profiling and Financial Goal.
Why Join With
From past experience it is seen that there are lots of different classes of investors and their capital , investment objective, risk taking ability, past experience, time spending ability ,financial goal are different. Keeping all these factors in mind this is important to provide different investment advisory services to different class of investors.
Key benefits and opportunities are :
Simple to understand with graph, data and simple language; Save your time and efforts as the research and analysis will be done by StockDunia; Guide you for making the right investment decision at right place; Keeping you always one step ahead. Service will be offered at affordable price based on client's risk profiling and financial goal.You will get stock market movement trend with nifty support and resistance that help you to understand the stock market condition and you will also get investment advice with buying range , price review range /up side potential and with stop loss level. All advice will be sent by EMAIL only
Service and Pricing
Medium Term Investment Plan
1. Total 5-6 calls will be given in this plan.2. Validity 1 to 2 months or up to completion of total number of calls.
3. Number of calls may vary depend on market conditions and call may not be given on daily basis.
4. Call may be sent pre -market/live market hours.
5.Entry Call with price review range; Call Sending Mode via EMAIL.
6.Holding period is expected minimum 24-36 months and its accuracy as per market condition.
7.Live Technical Support available during market.
Risk Profile: Medium to High Risk Profile; Minimum capital required for each stock is Rs 50000 to invest (SIP method plus lump sum ) Do not invest more than one fifth (1/5) of your capital kept aside for such Investment /this pack only in each stock; Always invest same capital (approx.) in each stock..
| Medium Term Investment Plan | Rs 3000 | PAY |
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Long Term Investment Plan
1. Total 5-6 calls will be given in this plan.2. Validity 1 to 2 months or up to completion of total number of calls.
3. Number of calls may vary depend on market conditions and call may not be given on daily basis.
4. Call may be sent pre -market/live market hours.
5.Entry Call with price review range; Call Sending Mode via EMAIL.
6.Holding period is expected minimum 5 years and its accuracy as per market condition.
7.Live Technical Support available during market.
Risk Profile: Medium to High Risk Profile; Minimum capital required for each stock is Rs 50000 to invest (SIP method plus lump sum ) Do not invest more than one fifth (1/5) of your capital kept aside for such Investment /this pack only in each stock; Always invest same capital (approx.) in each stock.
| Long Term Investment Plan | Rs 5000 | PAY |
|---|
Personal Financial Planning
Personal Financial Planning as per your Risk profiling and Financial Goal.
A). Personal Financial Planning
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1) Analysis of Income & Expenditure Statement (Financial Statement)
2)Balance Sheet Analysis 3) Ratio Analysis 4) Budgeting & Analysis
5) Financial Goal Planning (Based on duration and priority):
a) Short term Goal (Car Purchase, Tour Planning etc)
b) Median term Goal (Marriage,Child Education etc)
c) Long term Goal (Retirement,House Purchase etc)
6) Portfolio Construction & Assets Allocation
7)Emergency/Contingency Planning
8) Insurance Planning (Life + Medical)
9) Tax Planning (Limited to Investment)
8) Retirement Planning
10) Loan Planning
Risk Profile: Suitable for Medium to High Risk Profiler. Recommendation as per your risk profiling.
| Personal Financial Planning | Rs 6000 | PAY |
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B) Portfolio creation and Asset Allocation
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Asset Allocation and Portfolio creation as per your Risk profiling based on your Financial Goal. Analysis of Holding period and percentage of Assets class like Equity , Debt ,Gold , Real Estate, Liquid Fund should consist in your Portfolio. Advice based on lump sum or SIP investment
Risk Profile: Suitable for Medium to High Risk Profiler. Recommendation may consist medium to high risk instruments as per your risk profiling.
| Portfolio creation and Asset Allocation | Rs 3000 | PAY |
|---|
C) Advice on Mutual Fund Plan
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Advice on Mutual based on Risk Profiling and Financial Goal and calculation of holding period through Lump sum or SIP Plan. Maximum 3 Financial goals will cover under this plan.
Risk Profile: Suitable for Medium to High Risk Profiler. Recommendation may consist medium to high risk instruments as per your risk profiling
| Advice on Mutual Fund Plan | Rs 3000 | PAY |
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D) Portfolio Review & Rebalancing
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Review & Rebalance Portfolio - Review your portfolio at least once in year or if there is some material changes in market condition. Rebalance your portfolio as per your need and modify if needed and reallocation of fund among Eqity,Debt,Gold etc.
Risk Profile: Suitable for Medium to High Risk Profiler. Recommendation may consist medium to high risk instruments as per your risk profiling
| Portfolio Review & Rebalancing | Portfolio Review & Rebalancing | For New client Rs 6000 | For Existing clients Rs 3000 | PAY | PAY |
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How to Join
As per SEBI guideline ,before taking any service from Investment Advisor ,every client must have to comply KYC (know your client) norms , enter into Investment Advisory Agreement and must be eligible as per Risk Profiling score.
Steps
1. Risk Profiling are required to be completed by all the clients seeking Investment Advisory services. Please check your Risk Profiling and eligibility criteria form the website by answering some questionnaires.
2. Check your KYC status by entering your PAN Number. The KYC status should be 'KYC Validated'. If not, then it is required to complete KYC process.
3. Enter into Client Agreement by signing to agree all the terms and condition to get service. (Esign, Digital sign by DSC,wet sign allow only).
Steps
4. Submit All Documents from your register email for verification. Once approve, you will be informed.
5. Pay the Package price as per prescribed mode including Valid UPI .Don't pay by cash or without submit documents.
6. Inform with all payment details like package, payment amount, payment mode, payment reference number with supporting documents like screen shot etc.
If you have any query or complain then first raised a support from the member area or contact page or you may Click here to Submit Support
If you not receive any reply or any satisfactory answer then you may raised the issue to compliance officer either by phone or by email with your earlier email referance if any.
Standard warning : "Investment in securities market are subject to market risks. Read all the related documents carefully before investing."
Disclaimer : "Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors" .