Hi Sir, you should’ve received an email as well as a WhatsApp message from us. If not, kindly send me an email at support@weekendinvesting.com and we will reach out to you
Hello Alok Sir, I am currently invested in several WI smallcase strategies and have been following their performance closely. I would like to express my interest in WI Portfolio Management Services (PMS), should you consider launching such a service in the future. One of the key advantages I see in PMS is the tax efficiency it offers. Since the portfolio rebalancing is executed by the firm rather than the investor, it helps in avoiding capital gains tax implications. This makes PMS particularly attractive as it would allow me to benefit from both tax efficiency and access to my preferred WI investment strategies. I would greatly appreciate if you could consider this suggestion for future service offerings. Thank you for your consideration. Best regards
Hi, Appreciate your response...capital compounder, what is stock selection criterion.. i mean stocks with highest retun over certain timeframe or it will have some other filters like marketcap or some value?.. thanks
good overlap but then HNI strategies will be suited if planning higher capital. Evergreen will leave out high priced stocks for example. Can also get existing strategy pro rata refunded so that is no issue
@ over a period of time I have ended up subscribing to MiTop10 NiNNF10 And MiEvergreen.. Should o consider moving to the HNI Capital compounder in place of all three ?
I have sent my interest to participate in both schemes want to have some input for which since 2days
jawaharlal
Dear Sir, Do we use stock specific stoploss (Mathematical / Technical) mechanism?
I have shown my interest by filling up and submitting the google form 3 days back. What is the next step? How do we go ahead, please guide.
You will get contacted
Hi Sir, you should’ve received an email as well as a WhatsApp message from us. If not, kindly send me an email at support@weekendinvesting.com and we will reach out to you
Hello Alok Sir,
I am currently invested in several WI smallcase strategies and have been following their performance closely. I would like to express my interest in WI Portfolio Management Services (PMS), should you consider launching such a service in the future.
One of the key advantages I see in PMS is the tax efficiency it offers. Since the portfolio rebalancing is executed by the firm rather than the investor, it helps in avoiding capital gains tax implications. This makes PMS particularly attractive as it would allow me to benefit from both tax efficiency and access to my preferred WI investment strategies.
I would greatly appreciate if you could consider this suggestion for future service offerings.
Thank you for your consideration.
Best regards
Noted sir
Hi, Appreciate your response...capital compounder, what is stock selection criterion.. i mean stocks with highest retun over certain timeframe or it will have some other filters like marketcap or some value?.. thanks
Proprietary techniques but yes price change is key
Thx
I am interested
But isn't 50 stocks a lot? Its like your own index. 20 stocks seems okay. Any 10 stock portfolio?
NNF10, Top10
What would be the overlap of HNI capital compounder with MiEvergreen (leaving aside the gold component) as i have subscribed to MiEvergreen ?
good overlap but then HNI strategies will be suited if planning higher capital. Evergreen will leave out high priced stocks for example. Can also get existing strategy pro rata refunded so that is no issue
@ appreciate it. Thank you
@ over a period of time I have ended up subscribing to MiTop10 NiNNF10 And MiEvergreen.. Should o consider moving to the HNI Capital compounder in place of all three ?
How does this work? Like do we get a list or is it also a small case?
Is there a product with concentrated portfolio like 5-7 stocks?
smallcase. there is a link in the description
Both strategies are momentum strategies?
Yes
Does this work for NRIs?
Yes
@@AlokJainNRI has to pay higher brokerage and demat charges, which discourages me for direct stock investing.
@@AlokJain have already sent my details. Waiting for a call or mail from your office.
Hi sir , how I can join this strategy?
Check description pls
Interested
Kindly fill in the interest form linked !
how to get connected ?????
fill the form in the description or the email