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    Value Added Services

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    Research & Advisory

    Fundamental Research

    Product Product Vision/ Product Note Risk Frequency
    Initiating Coverage This is our primary report product from the Fundamental Research Desk. Through this product we bring forth companies which are future ready and hence poised to see good growth in the coming 2-3 years. These reports aim to highlight companies with sustainable & scalable business models, dependable management and sound financials. We follow both, a top-down as well as a bottom up approach in identifying investment ideas depending upon the market cycles. Low Monthly
    Result Updates/Event Updates Once we have a company under our coverage we prepare regular updates, such as quarterly result updates & any other key event updates, where we feel the information can impact valuations of our stocks under coverage. Low As and when
    Light House Light House reports are aimed at sharing a quick perspective on a company where we see a price and value mismatch. These aren't detailed reports but just a platform through which analysts share a view on a stock where they feel there is still value left on the table for investors. The risk profile for investors looking at these ideas should be medium to high. Medium to High Monthly -1
    Union Budget Report This is an information product note which enumerates the key budget highlights and impact on some key sectors and stocks. NA Annual

    Technical Research

    Product Product Vision/ Product Note Risk Frequency
    Muhurat Picks Stock Selection on Technical basis for Diwali - Mahurat Day, as it is referred as an auspicious day for investing. Low -
    Yearly Stock selection Stock Selection on Technical basis for Diwali - Mahurat Day, as it is referred as an auspicious day for investing. Low -
    Special Reports Stock selection based on technical breakout and potential upside/downside of more than 10-15% Medium As and when technical breakout is observed. Average every 20 days.
    Weekly technical Calls Weekly perspective and potential move of 5-7% Medium Weekly
    Intraday Purely intraday call and compulsory square off by 3.15. However, if positions need to be carry over than message is flashed before 3.15 High Daily
    Positional Technical call with 5-10 days perspective and upside/downside movement of 3-5% Medium Daily
    AOT Aggressive Overnight Trader(AOT) is for traders who are looking for gaining from next day opening. It is compulsory squared off next trading session by 2.45 PM. It can be either Long (cash) or Short (fut) call depending on market sentiment. High Daily

    Mutual Fund Research

    Product Product Vision/ Product Note Risk Frequency
    Daily Performance of All Mutual Funds Performance report of all open-ended mutual funds (both debt and equity), with basic fund details, returns and portfolio statistics NA Daily
    Daily Performance of All Mutual Funds Performance report of all our recommended mutual funds (both debt and equity) across all categories, with basic fund details, returns and portfolio statistics NA Daily
    FMPs The report provides Information like Fund open and close date, minimum investment as well as indicative portfolio and yields of all FMPs in the market NA Daily
    Weekly News letter Report covers any weekly news pertaining to the MF industry as a whole, AMC wise as well as any scheme specific news NA Weekly
    Monthly Report It covers outlook on the economy, equity, debt, currency and gold market. Also covers outlook on different categories of Equity as well as Debt MFS NA Monthly
    SIP Report The report showcases returns of recommended Funds for SIPs (includes one-pager of the same). Also covers basic information on benefits of SIP and provides SIP as well as Financial Calculator. NA Monthly
    Debt Recommendation The report showcases returns, strategy as well as portfolio information of recommended debt funds across time horizon. NA Monthly
    Industry Update Snapshot of AUM movement as well as inflows and outflows of the MF industry in the Month NA Monthly
    Industry Update It covers detailed movement of AUM, inflows in the MF industry as a whole NA Monthly
    Model Portfolio-Wealth Plus The report has comprehensive details about the three model portfolios as well as return comparison of the same NA Monthly
    Category Report A Comprehensive report, covering basic information, strategy as well as portfolio details of recommended funds across equity category. Separate report is circulated for different categories NA Quaterly

    Margin Finance

    Our Margin Trade Financing product allows you to take leveraged positions in capital markets segment facilitating purchase of securities with the help of amount borrowed from us against securities placed as collateral.

    Key Features

    • Tenure - Up to 12 months with a option to renew at the end of term.
    • Security - As per approved list of securities.
    • Loan Amount - Minimum Rs. 2 Lakhs.
    • Margins - 30% to 50% of the approved equity shares.
    • Interest - Interest is calculated on daily outstanding balance payable/debited to your loan account at the end of every month.
    • Eligibility - Resident Individuals, Public and Private limited companies, registered partnership firms.

    Private Clients Group

    This is a specialized desk aimed at High Networth Individuals having unique investment needs. Clients are assigned dedicated wealth manager having good understanding of products across asset classes so as to advise and recommend customers on the basis of their unique requirements. Our approach here is more customized and consultative solutions from our product and research desks

    Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 PMS: SEBI Regn No.INP000000829 | AMFI ARN: 77558 | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

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