We provide a range of services, including stocks research, model portfolio advisory, market sector research, and investment guidance. Our expertise spans across fundamental and technical analysis to help you make informed decisions regarding your investments.
Our services are designed for individual investors, high-net-worth individuals (HNWIs), business owners, and corporates looking for expert financial guidance and model portfolio management. Whether you're a novice investor or a seasoned professional, we tailor our solutions to your needs.
At Equity Plus, we combine fundamental analysis (studying a company`s financial health) with technical analysis (examining stock price patterns and market trends) to provide insights and recommendations on stocks. Our research is intended to help clients make informed investment decisions.
Yes, our founder is a SEBI-registered RA under the Research Analyst Regulations. This ensures that our services adhere to regulatory standards and best practices.
Our fee structure is typically based on a percentage of assets under management (AUM), a flat advisory fee, or a combination of both, depending on the services you opt for. We will discuss the fee structure upfront before beginning, for any advisory services.
While market downturns are a natural part of investing, our goal is to help clients weather market volatility through diversification and risk management strategies. We regularly review portfolios and recommend adjustments as needed to protect against significant losses during volatile periods.
We take the confidentiality and security of our client`s data seriously. All personal and financial information is protected using industry-standard encryption and security protocols, ensuring your data remains secure.
You can reach out to us via phone, email, or through our website`s contact form. Our team is here to answer your questions and provide support during business hours.
