Advisory Stock Portfolios

Information

What is an Advisory Stock Portfolio?

Advisory Stock Portfolio often referred to as Non-Discretionary Portfolio Management Services is a researched-backed investment option that has the ability to deliver superior risk-adjusted returns consistently. Its working is similar to that of Portfolio Management Services but with a lower investment amount.

WHY ASHUTOSH FINANCIAL SERVICES?

Ashutosh Financial Services is a 20+ years old company that has been assisting individuals and companies in various aspects like Investment, Insurance, Income Tax Planning, etc.  At Ashutosh Financial Services we always put the investors’ interests first and do our best to ensure that investors’ objectives are achieved in a timely manner. We strive to make every Indian financially literate and independent.

Ashutosh Financial Services is a 20+ years old company that has been assisting individuals and companies in various aspects like Financial Planning, Retirement Planning, Health Insurance, etc.  At Ashutosh Financial Services we always put the investors’ interests first and do our best to ensure that investors’ objectives are achieved in a timely manner. We aim to make every Indian financially literate and independent.

We at Ashutosh Financial Services put maximum importance on understanding your Investment objectives and creating a customized investment plan to ensure the complete achievement of your investment goals. We pride ourselves to be the best goal-based planners. Post Investment, we keep regular track of all your investments to ensure the complete achievement of your investment objectives.

Through our years of experience, we at Ashutosh Financial Services have created a process through which we aim to provide you with the best investment-related services and ensure that you have a hassle-free experience. We have a team of well-qualified and experienced members that are more than enough capable to assist you regarding all your investment matters.

8 MF

Preliminary

Discussion

The first and foremost step would be to inform you about all the significant details of investing in an Advisory Stock Portfolio. We will also inform you about the tax implications, regulatory formalities and documentation that are needed to be complied with while investing in an Advisory Stock Portfolio. We also collect the necessary information regarding your financial position, and your goals to help us better in selecting an Advisory Stock Portfolio for you.

8 MF

Risk

Assessment

One of the most important task is to assess the risk you can take. Based on the data collected by us in the preliminary discussion, we use our preset strategies to determine your risk-taking ability. Risk Assessment helps in identifying the right advisory stock portfolio scheme to be selected to ensure that your goals are fulfilled.

8 MF

Research

&

Analysis

We, at Ashutosh Financial Services, take immense pride in being one of the very few companies in this field to have our own Research & Analysis Department. Once your goals and risks are ascertained, our research team will look at all the available advisory stock portfolios and determine the best portfolio that will suit your future goals.

8 MF

Investment

Process

Once the schemes have been finalized, we will approach you again with all the necessary documents for the process of investment. We can also complete the process digitally.

8 MF

After

Investment

Process

Once the investment process is concluded you will be provided with a dedicated relationship manager, who shall be available at all times to solve any queries and to attend to your financial future needs.

Our aim is to become your one-stop solution for your financial needs. Through our expert and qualified team, we try to give you the best advice regarding your investments. We also keep ourselves updated with all the activities happening in the world of finance. We aim to provide you with quality & unbiased services to secure your goals and future needs. We at Ashutosh Financial Services, are committed to continuously providing financial services to our investors to the best of our ability.

Our USPs are as under

Taxation
Sr. No.Type of IncomeTaxation
01Sale of Listed Shares – STT paid at the time of purchase and sale (except for shares purchased before STT came in force). Period of holding less than 1 year – Short Term Capital Gain. Capital gain @ 15%. (U/s. 112A)
Period of holding more than 1 year – Long Term Capital Gain. Capital gain @ 10%. Exempted up to Rs. 1,00,000. (U/s. 112A)