Investment Advisory

Multi Billionaire’s Club

We are a personalized portfolio advisor where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves. Portfolio Managers, manages investment in stock, fixed incomes, structured products that can potentially be tailored to meet your specific investment objectives.
Here you hold the securities, unlike mutual fund investor you get the units of the fund. You have the freedom & Flexibility to alter the portfolio according to your personal and financial goals.
Overview
  • Vision with the strategy tested during market volatility & indices at all-time High
  • We use the market trend with industry ranking
  • Research with experienced quality management
  • Personalized dedicated relationship team all the time for your concern
  • We insure your goal and risk capacity, we target for road map of 100cr
  • We calculate risk before triggering the button of investment
Key Features

Personalized Portfolio Advisor

Minimum Investment Amount: – 1 CR
Duration: – 10 year
Benefits

Strong Risk Management

Portfolio Manager backed by a research team manages your `investment, and a complete monitoring of portfolio is done and periodic changes made to optimise the results.

Diversified Portfolio

Allocating investments among various financial instruments, industries & other categories.

Stress Free Operation

Company takes care of all the aspects of client portfolio with regular update of their portfolio performance.

Higher Returns

PMS can be more aggressive with potential to generate higher returns.

Strong Risk Management

Portfolio Manager backed by a research team manages your `investment, and a complete monitoring of portfolio is done and periodic changes made to optimise the results.

Diversified Portfolio

Allocating investments among various financial instruments, industries & other categories.

Stress free operation

Company takes care of all the aspects of client portfolio with regular update of their portfolio performance.

Higher Returns

PMS can be more aggressive with potential to generate higher returns.

Long Term Investment Plans
Overview
  • This investment plan invests in Market leadership position in categories they operate with dominant position.
  • Companies which is likely to benefit from Macro-Economic changes like government reforms.
  • Companies with history of stable earnings, relative high return ratio (ROE, ROCE), free operating cash flow generation.
Key Features

Maximum no. of stock: - 10-12

Portfolio Rebalancing: – Quarterly
Average CAGR: – 42%
Duration: – 3 to 10 year.

Why Bharti Share Market

  • Initial in-house screening process- 3500 stocks
  • Sound fundamental businesses.
  • Going through Quantitative Factor Analysis- 600 stocks
  • Applying the BSM Filtration-100-150 stocks
  • Identifying potential Opportunities & Growth- 40-45 stocks
  • Portfolio making 10-12 stocks
Short Term Investment Plans
Overview
  • This strategy Invests in high momentum stocks, with continuous portfolio churning which enables high return with high risk involved
  • Selection of top %market cap among 4000 companies based on identification of sector trend and sector stock selection approach.
  • We invest in Top 0.5% sector within total market cap which has Bullish technical trend with strong potential in term of liquidity & system oriented approach.
Key Features

Maximum no. of stock: - 10-12

Portfolio Rebalancing: – Quarterly
Average CAGR: 36.78%
Duration: 1 Year
Guaranteed Income Plan
We are a personalized portfolio advisor where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves. Portfolio Managers, manages investment in stock, fixed incomes, structured products that can potentially be tailored to meet your specific investment objectives.
Under this plan option, you have to pay premiums for a certain period of time and at the end of the policy term, you will receive a guaranteed lump sum. You can choose the premium payment term i.e. the number of years for which you have to pay premiums and the policy term i.e. the number of years after which you want to receive the guaranteed lump sum.
Under this plan option, you have to pay premiums for a certain period of time and at the end of the policy term, you will receive a Guaranteed Income for a certain period (unlike a guaranteed lump sum in Option 1) Income You can choose the premium payment term i.e. the number of years for which you have to pay premiums and the Income Period i.e. the number of years for which you need the Guaranteed Income.

FOR EXAMPLE:- You can choose to pay premium for 5 years From end of 7th year (for example, if your last premium is paid on 15 Jan 2025, your Guaranteed Income will start on 15 Jan 2028)

Under this plan option, you will pay premium only once and receive guaranteed regular income (known as the Guaranteed Early Income) for a fixed period starting from the end of 2nd year till the end of 10th year.

LUMPSUM PLAN

Under this plan option, you have to pay premiums for a certain period of time and at the end of the policy term, you will receive a guaranteed lump sum. You can choose the premium payment term i.e. the number of years for which you have to pay premiums and the policy term i.e. the number of years after which you want to receive the guaranteed lump sum.

INCOME PLAN

Under this plan option, you have to pay premiums for a certain period of time and at the end of the policy term, you will receive a Guaranteed Income for a certain period (unlike a guaranteed lump sum in Option 1) Income You can choose the premium payment term i.e. the number of years for which you have to pay premiums and the Income Period i.e. the number of years for which you need the Guaranteed Income. FOR EXAMPLE:- You can choose to pay premium for 5 years From end of 7th year (for example, if your last premium is paid on 15 Jan 2025, your Guaranteed Income will start on 15 Jan 2028)

SINGLE PAY INCOME

Under this plan option, you will pay premium only once and receive guaranteed regular income (known as the Guaranteed Early Income) for a fixed period starting from the end of 2nd year till the end of 10th year.

Our Wealth Management Plans Kindly refer brochure

Subscribe to View Our Wealth Management Plans

    Profit Sharing is applicable only on the profit of the above Expected Returns for the respective plan.
    Our Journey
    • 2008
      Established
    • 250+
      Employees
    • 1,70,000+
      Students Trained
    • 300+
      Franchise Partners
    • 720 Cr+
      AUM
    • ISO 9001:2015
      Certified Institute

    Our Journey

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