India is World’s 5th largest economy in the World and by 2030, poised to become World’s 2nd largest overtaking China. Indian Equity Markets are one of the best emerging markets in the World yet less than 5% people are invested in it due to inherent nature of Volatility in Equity Markets.
No wonder then, people get stuck in bad company and incur heavy losses because of wrong choice of company’s Shares.
Smart Screener.. A powerful tool that scan, analyses and review your personal equity holdings and recommend you on the identified Value trap stocks. This process of portfolio analysis keeps your portfolio clean and assist you to achieve your wealth creation journey faster. As Howard Marks, Oaktree Capital said, “In capital market investing, if you can ger rid of the bad stocks the winner will take care of themselves.”
| 1 | The Smartscreener ® has simple and intelligent review of your equity holdings so that you can identify the Value Trap stocks in your portfolio. | 2. | You can track and review your personal equity portfolio on the go. |
| 3. | The total time to revie your personal portfolio will take less than a minute and will costs less than a Pizza. | 4. | You can use smart analytics to review your recommendation and calculate the impact on your portfolio. |
| 5. | You can upload your NSDL and CDSL personal Account Statement (e-CAS) and revie them in a flash. | 6. | You can add your financial recommendations while reviewing your clients portfolio so that your clients get into the right mode to wealth creations. |
| 7. | We use more than 20+ Data points to review based on fundamental and Quant attribute. We analyze last 8 quarters data to review them along with the Risk profile to ap and match the investor’s investment risk appetite. | 8. | The smart analytics section allows the investor to review our recommendation and the deep impact analysis helps the investor to identify and take corrective actions. |
| 9. | You can manually enter your equity holdings or upload your holdings in prescribed excel format to start your smart screening experience. | 10. | Smartscreener helps you to remove Multi-Beggar and retain Multi-bagger for your wealth creation objective. |
