| Book name |
Publisher |
Writer |
Price (approx.) |
| One Up On Wall Street |
Simon And Schuster |
Peter Lynch, John Rothchild |
Rs 400 |
| Beating the street |
Simon And Schuster |
Peter Lynch, John Rothchild |
Rs 400 |
| The Little Book of Valuation: How to value a company ... |
Wiley India Pvt Ltd. |
Aswath Damodaran |
Rs 350 |
| It's When You Sell That Counts |
McGraw-Hill |
Donal L. Cassidy |
Rs 600 |
| The Winning Investment Habits Of Warren Buffett & George Soros |
Truman Talley Books |
Mark Tier |
Rs 1800 |
Here are some tips to identify a reliable stock research analyst:
- Avoid Unrealistic Claims: Honest analysts will never guarantee sky-high returns
- Check Credentials: Review their qualifications, business acumen, and industry experience
- Verify Investor Complaint Records: SEBI mandates that all registered analysts display investor complaint data on their websites.
- Look at Ratings: Consider their Google ratings and reviews.
- Assess Their Track Record: Ask how they navigated past market crashes and guided clients through challenging times.
Building long-term wealth with the help of a competent analyst is achievable. However, be prepared to pay an annual fee of 2–3% if they consistently deliver returns exceeding benchmark indices over time.
Finding a great research analyst can be even more challenging than finding an outstanding stock!
Smart Billionaire Picks (SBP), offered complimentary with Smart Gains, was launched on May 30, 2001, as a portfolio of 20 equally weighted stocks. Since its inception, SBP has achieved an impressive ~28% CAGR (Compound Annual Growth Rate).
This success can be attributed to:
- Assessing the intrinsic value of stocks,
- Identifying potential multi-baggers at an early stage,
- Maintaining discipline by controlling greed and fear,
- Managing a diversified, well-balanced portfolio across sectors, business groups, and market capitalizations, and
- Consistently focusing on improving performance year after year.
Publication Schedule:
The service is updated every Wednesday by 11 AM. Buy and Sell notifications are shared through WhatsApp, Email, and the Mobile App.
Contents and Features:
Pick of the Week:
- Each week, one stock is recommended with a detailed research report.
- Investors should choose stocks based on their individual risk tolerance, expected returns, and holding periods.
- The full research report is available in PDF format on the website dashboard, along with regular reviews.
- This feature is ideal for medium-term investors with a holding period of 3 to 24 months.
- Subscribers can access recommendations from the past 24 months.
- Brief notifications are sent via WhatsApp, Email, and the Mobile App on the publication date.
By following these guidelines, you can make the most of the Smart Gains service and tailor your investments to meet your financial goals.
Stock Recommendation Schedule:
- There is no fixed date; approximately 12 stocks are recommended yearly as opportunities arise.
Research Report:
- The complete research report is published in PDF format and is accessible in the dashboard section of the website.
- Investors can choose stocks based on risk, expected returns, holding period, etc.
- Past reports from the last five years are available in the dashboard area.
Notifications:
- On the stock recommendation date, you will receive notifications through the mobile app, email, and WhatsApp.
- To receive WhatsApp messages, ensure you have added our number (9755920780) to your contacts list.
- Exit notifications may be triggered by factors such as reaching the target, activating the stop loss, the expiration of the holding period, or other relevant reasons.
Reviews:
Regular stock reviews can be accessed in the dashboard section on the website and the mobile app.
Yes, all products grant new subscribers access to past recommendations. The access period differs by product, with 2 years for 'Smart Gains' and 5 years for 'Smart Multibaggers.'
The stock entry and exit recommendations along with other key information are delivered through a Mobile App notification, Email, and WhatsApp.
Smart Gains: Pick of the Week: We recommend a stock every Wednesday before 11 am with visibility for up to two years, aiming for annualized target returns of 20% to 30%. The aim is to maximize individual stock returns.
Smart Billionaire Picks: We feature stocks with medium-term visibility, and sometimes, this visibility extends during the holding period, transitioning a medium-term investment into a long-term one. We hold the top 20 stories at any given time with promising medium to long-term prospects. The aim is to maximize total basket returns.
Smart Multibaggers: This service recommends stocks with visibility for over two years, targeting annualized returns of 20% to 35%. There is no overlap in stock recommendations between Smart Gains and Smart Multibaggers.
Smart SuperGrowth Stocks: A complimentary service exclusively for our subscribers to any product. This service focuses on companies characterized by high-quality businesses, robust competitive advantages, proven track records, and emerging leadership in their respective segments. These companies exhibit the potential for sustained high earnings growth over a decade or more. Anticipating rising earnings and an expanding price-to-earnings (PE) ratio, these stocks are poised for accelerated price gains. Our primary objective is to assist investors in identifying high-growth stocks at reasonable prices for very long-term investment.
Once your payment is received, the invoice is automatically generated and can be accessed from your account dashboard on our website.
Smart VERC reserves the right to suspend or discontinue research services if SEBI suspends or cancels our registration. In such an event, the remaining subscription amount will be refunded.
Please note that refunds are not applicable under any other circumstances.
Switching to a different product after subscribing is not allowed.
As per SEBI guidelines, Research Analysts are required to complete KYC verification at the time of subscription. To comply with this requirement, we need your correct PAN and Date of Birth.
