Services
There are fundamentally three types of investors – Low, Medium and High Risk Averse investors.
The investment needs for Low Risk (Highly Risk Averse) takers are suitably met by Bonds, Gold, Index Funds, Mutual Funds, Fixed Deposits, Hybrid Funds and the like. Medium and High Risk takers also have the above options and additionally Wealth Management Firms (for HNIs) and Direct Stock investing (besides F&O Trading).
Some Medium to High Risk Investors are knowledgeable, want more control over their investments and seek a proportionally higher return from their investments that’s commensurate with their risk appetite – while saving costs in commissions. They have their Capital Allocated to (relatively) Safe Investments and are comfortable with building and maintaining a portfolio of stocks on their own for their (relatively) riskier part of their overall diversified portfolio – but could need fresh ideas or validation of their existing ones.
This is where we can help.
The Model Portfolio Design provides a list of stocks from the NSE universe, selected and weighted in such a statistical manner so as to provide higher probabilities of desired outcomes like High Returns or Low Volatility. Additional basic secondary qualitative checks are further conducted on the shortlist using popular Financial Ratios to make sure that everything is in order and no (unjustifiable) outliers are included in the Model Portfolio.
This mix of automated technical analysis with human qualitative and fundamental review aims to reduce biases in the decision making process, whilst not completely relying on technology alone to make all the decisions.
The Model Portfolio so designed is released on a Quarterly Basis to all our clients simultaneously, handing over control to our clients to take the final call on whether to invest or pass – based on their own reading of the markets and investable surpluses. Our clients may choose to trim and rebalance their existing holdings or invest fully as detailed in the Model Portfolio.
Our clients are aware that stocks generate positive returns when held over long periods of time – on average stocks are held for about 24mths – but not all stocks provide positive returns – hence the need for periodic trimming of the portfolio and having a well designed and diversified portfolio to begin with. (Keeping in mind tax implications and transactions costs, of course.)
If you are a knowledgeable investor – with a medium to high risk appetite – looking for more flexibility and control over your allocation to risky investments – this Model Portfolio Design service is meant for you.
F&O were initially designed for hedgers but now-a-days are increasingly popular amongst speculators. The complex and interlinked drivers of prices – like volumes and volatility – across Stocks, Indices and Expiries is beyond the reach and understanding for most F&O traders, unless they use some technological quantitative advantage to track this interplay automatically and simultaneously.
Our Algorithmic Option Signals service uses near real time data to scan for anomalies in these drivers across 2 weekly and 1 near month expiry of the NIFTY and 2 monthly expires of the BANKNIFTY Indices. Whenever any of the rules programmed are triggered – alerts are sent out to our clients in real time with simple trading suggestions – complete with Entry, Exit/ Take Profit and Stop Loss values.
In keeping with our approach of giving control of the decision making and risk control to the client – the client can choose to follow or pass on the option recommendations – based on their own analysis and trading experience in the market. The algo runs during trading hours and signals are pushed via our Telegram group.
Programmatic rules reduce human biases and resultant errors – but trading success depends heavily on the skill and emotional control of the client.
If you are an experienced Derivatives trader and are looking for fresh and simple option buying ideas; or quantitative data to support your more complex strategies like straddles or covered calls – this Algorithmic Option Signals service is for you.
To understand the nature of the stock market takes years of exposure and monitoring. Staying glued to a screen is neither easy on the eyes nor is it very productive. Knowing when the market has reached Support or Resistance levels is subjective but manageable using charting software. However is this the best way to track market movements and turns? Or would it be better to just get an alert (say) when the Max Pain has changed or the Most Active Strike has moved up or down?
If you take Long or Short positions in the market, wouldn’t you like to know when the corresponding Support or Resistance has been reached or breached intra-day? – It just might indicate a good time to either take profits or perhaps reverse positions if – in your analysis – its a range-bound day.
All of this information can be received via our Market Analysis and S/R Levels service.
Every morning before the trading day starts, algos push out the expected Supports and Resistances for 3 major NIFTY/ BANKNIFTY levels for the weekly and monthly expires.
As always, the control of the decision making lies with the client who can decide for him/ herself which level to enter/ exit and for which expiry and index – based on his/ her own analysis and trading strategy.
If you take simple Cash trading positions or strategies and need to know which levels to enter or when the move has played out – this Market Analysis and S/R Levels service is for you.
“Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money.”
Ed Seykota
Commodities Trader