The stock advisory service has a number of players in it. There are veterans like equitymaster, HBJ Capital, S. P. Tulsian and also newcomers like Basant Maheshwari’s Top 10, valueinvestingindiareport.com, stockaxis.com, prudentequity.com, Impetus Advisors, Alpha Invesco etc.
The Warren Buffett Stock Portfolio: Warren Buffett Stock Picks: Why and When He is Investing in Them
Katalyst Wealth, founded by Ekansh Mittal, appears to be one of the out-performers.
According to a post by Ekansh on his website, his stock picks have delivered an impressive 206% gain over the past 30 months (CAGR 55% +). This heavily outperforms the 54.41% return that the Sensex and the other Indices gave in the same period.
How this happy state of affairs was arrived at is not a great secret because Ekansh has posted some of the research reports for public consumption. Stocks like Control Print, Aarti Drugs, Symphony Ltd, Atul Auto, Acrysil, Cera Sanitaryware, VST Tillers, Amara Raja & CARE Ratings were identified by Ekansh Mittal much earlier in point of time and his subscribers have reaped the benefit of that.
The best part is that many of these stocks are, despite the steep run up in their prices, still good buys. Ekansh Mittal himself offers that advice by pointing out that Cera Sanitaryware & Acrisyl are still good buys for the long run.
Ekansh candidly admits in his post that even he had not expected the explosive returns that his stock picks have generated. He also makes it clear that one should not expect the same degree of returns in the future. It would be “insane” to extrapolate such returns into the future, he emphasizes.
Unfortunately, many of the other advisory services haven’t provided data about their performance and so a comparison of them with Katalyst Wealth’s performance is not readily possible.
HBJ Capital had earlier, as a promotional measure, offered free access to their “The Millionaire Portfolio” “TMP”. They claim on their website that this portfolio has given an impressive return of 242% as compared to the return of 60% given by the Sensex. However, while their stock picking appears to be good, they need to improve their customer service, if you go by the irate comments posted here and here.
Basant Maheshwari has not posted an update about the performance of his Basant Top 10 stocks. His last post was in November 2013 and it showed a return of 78% since launch (November 2011). Hopefully, there will be an update soon about the current performance.
Value Investing India Report, which is run by Ankur Shah, specializes in “value picks”, where the emphasis is on minimizing risk and protecting the downside. Understandably, the returns are expected to be moderate. The “VIIR Portfolio” has given a return of 28.2% and outperformed the Nifty’s 22.3%.
Prudent Equity, which is run by Siddharth Oberoi, hasn’t posted its performance details though some of the stocks indicated on the website (such as Lloyd Electric & Engineering & Kesar Terminals and Infrastructure) are known to be huge winners.
Impetus Advisors is run by Deepak Agrawal, a Chartered Accountant and IIM Bangalore graduate. Its performance details are also not available though some of the stocks posted as past recommendations are huge multi-baggers. Impetus claims to have discovered winner stocks like Symphony, Mayur Uniquoters, Ashiana Housing, RS Software, Vaibhav Global, Welspun India etc when they were available at throwaway prices. If true, it is commendable and would have led to enormous wealth creation for its subscribers.
Alpha Invesco appears to be an offshoot of “Bulls Book”. They claim to have generated a CAGR of 44.25% since 2009 which, if true, is most impressive. You can download sample reports to get a feel of what their depth of research is like.
Interestingly, there are also a number of free advisory services on offer and they have also posted impressive results. The Model Portfolio by Daljeet Kohli of IndiaNivesh, for instance, has given an annualized return of 85%, which is outstanding by an standards. Daljeet has now prepared a list of his favourite top 10 stocks, which also should do well.
We must also pay tribute to Sanjoy Bhattacharyya, whose Model Portfolio stunned everyone by giving a return in excess of 121% in just 9 months. There are several other free model portfolios like those prepared by Sharekhan, Ambit Capital, Mehta Equities, which you will find referenced here.
Hi,
a request to you , please beware when referring HBJ Capital . Lot of peoples follow your blog and they will be misled .
To be frank HBJ is Drama company, and they will literally hunt you with with bogus names, nos, designaiton, promises . You name it and they have the malpractice . They literally beg for money when things do not work with lot of promises which a any descent person will beleive .
Once money is gone no one bothers. Beleive me, I have been communicating till VP, CEO n so many peoples for the money I have been cheated and no one bothers to reply your email , forget about call .
I have been called by half dozen of peoples claiming to be executive director of HBJ and they were all different peopels with same name .
Request all to stay away from HBJ .
Please post this message on your blog to make peopels aware .
Thanks & Regards,
Request other readers to offer their’s & their friend’s comments & experiences with HBJ if any since their marketing in terms of followup is very aggressive & yes every time some new person only calls up; last week somebody called up who transferred the line to their so called Research Head & when we asked detailed questions to understand their methodology etc he got impatient & ultimately asked me to stick to Bank Deposits!! ; is there anybody who has a good experience so as to recommend HBJ not only in terms of returns but also in terms of service??
i completely agree with you mr.ashish, even i had a very bad experience with hbj capital.please stay away of hbj capital
I am an existing subscriber of Katalyst Wealth services, and I must say that I am a very happy and satisfied member and thankful to them for their constant guidance in stock market investment. Their analysis is in highly quality and in-depth. I appreciate Ekansh with whom I am associated for past couple of years. And I am proud to be a Katalyst Wealth member. Congratualtions to the Katalyst Wealth team.
Hi All,
**** This is not a promotional review ******
I have subscribed to Katalyst Wealth Alpha plus portfolio services in Feb 14.
I always used to follow Ekansh’s recommendations and for his reports. I love the special situation opportunities they recommend.
As ekansh mentioned , better judgement in picking stocks+ Good Time + Good Luck also added fuel to the kind of returns we got from his advisory services.
But we should not forget his brilliant and timely picks.
I am satisified with their services and would like to continue with Katalystwealth for years ahead…
Regards
Ravi
You have missed out Prudentequity’s ADI Finechem pick which is almost a 3 bagger in just 5 months.
Hello Team,
Since am new to stocks – could you please recommend me the best, accurate, wealth management firms so that I can start with them on Small and Midcaps in a manner I make huge gains in 1-5 Years.
HBJ Capital
Katalyst Wealth
Moneyworks4me
Angel Broking
Which one should I go with – In safe hands
Regards,
Mateen Attar
you can go with HBJ capital or Angel broking.
Hi,
You can Subscribe to MoneyWorks4me.
I am Moneyworks4me Subscriber for 2 years and have have made Profits from
their recommendations which are well researched and timely, we are sure to be
Besafe with our Capital.
The Client/Customer Care Service is excellent and they will promptly answer
our Queries and Guide Properly through Phone/email.
I am very satisfied and happy with their service and would continue with their
service in future too.
I would recommend Moneyworks4me services for you without any hesitation.
Best Regards,
Syed
Bulls book – Alpha Invesco
About me- portfolio manager ( CFA Level 1) – based in London- managing India specific equity capital.
Been a member- client of this team since 2010 (long ago)
As Bulls book service was apaulling and stock would rally 10-20 percent on opening before one could buy. Aggressive marketing. No post buy support etc. having said that 4/10 stocks have performed really well by 2014-15. But so has the wider market.
BUT
Since rebranding early 2013-14 odd they have shown vast improvements. I have followed them without renewing (thanks to my 2010-11 bad experience) and have found that yes marketing still stands aggressive, but stock pickings improving vastly.
As a portfolio manager with hands on London market info and exp. I am proud to see some of the original stands taken by chetan and alpha invesco. Will whole hearted recommend them to retail and other professional India investors looking for someone to make sense of the noise this market can provide.
Retail investors – please do your research even when following some of the good value pickers
@ Mr. Raghuraj Pandya
From Sandeep Kisroo ( Alpha Inveco )
Thanks for your kind words. And also for pointing out our mistakes too ! We at alpha invesco are pretty open to constructive criticism from our readers & take it as a positive feedback to keep on improving. When erudite subscribers like you left the services in big numbers, we realized we were doing something wrong & we had to look into it.
For us, our subscribers are not just people buying a service. They are also giving us a token of faith. They trust their hard earned money on our advise. And that adds a lot of responsibility to stay alert & make wise choices while recommending any buy or sell action.
I assure you that Alpha Invesco will only get better in times to come & create sustainable wealth for all its subscribers, stakeholders. We have rectified all past mistakes & are trying to improve every single day as individuals & also as investors. Do let me know if you have some more suggestions or feedback, i would love to hear from you on this.
Could someone give a frank assessment of Paul Asset ?
@Gautam
Paul asset promises a return of 30% annually & has delivered it on consistent basis.Some of his recommendations have appreciated significantly also the fee is less.
Regards,
Shadab
Anyone can suggest one equity advisory service on par with or above that of Basant Maheshwari’s service.