Advisory Services

We follow 4 step process for activating our advisory services:

a. Conduct Risk Profiling: Risk profiling helps us to identify client’s risk capacity and risk attitude, and thus it helps in providing suitable advisory services. Client need to fill up risk profiling questionnaire. Upon filling up the questionnaire, risk score would be assessed and best suited advisory product will be suggested to client through email.

b. Signup Advisory Services Agreement: Upon receipt of email, Clients are requested to sign up the Advisory Service Agreement  and select any or all of the recommended advisory services as per their convenience. Upon submitting the Advisory Services Agreement, we will review the same along with uploaded documents and provide a signed copy of the agreement to our Clients.

In case Client has already subscribed for advisory services and signed the agreement, they can proceed directly for payment while making subscription renewal.

c. Make payment for advisory services: Clients can make subscription fees payment in our bank account. Upon making payment, Clients are advised to send the screenshot of payment to connect@samriddhicapitals.in

d. Activation of service: Service will be activated upon receipt of Advisory Services Agreement and subscription fees from client.  Advisory Services normally gets activated on next working day.

• Account payee crossed cheques / demand draft 
• Direct credit into our bank account through NEFT/ RTGS/IMPS/UPI
• Fees not accepted in cash. 
• Subscription fees shall be paid through your own Bank account and in case of a joint Bank Account, you shall be one of the holders of such Bank Account.

• Initial service period will start the next day from the date of receipt of subscription fees and will be valid for service period for which subscription fees is paid. 
• Service period auto-extended if subscription fees for subsequent period is paid in advance prior to expiry of previous validity end date. 
• If any offer given by Samriddhi Capitals is availed by client within such offer period, extra service period will be start upon expiry of next subscription period.
• Client must ensure that the advance subscription fees paid to Samriddhi Capitals shall not exceed subscription fees for 2 quarters.

• Primary mode of communications for providing Advisory Services will be Telegram app. 
• Link for Telegram channel for subscribed services will be sent to Client through SMS or WhatsApp over their mobile. 
• Client are requested to click the given link and join the channel. 
• Client are advised to unmute the channel in order to receive notification regarding recommendations or their updates.

We provide recommendation using the following terminologies:

a. Scrip: It is the stock or stock future or stock option or index future or index option or commodity

b. BUY / SELL range: It is the best price range for entering upon a trade on BUY/SELL side. We normally don’t provide recommendations to “Short” (i.e. Sell First and Buy Later) in cash segment.

c. CMP: CMP denotes current market price while making recommendation. 

d. SL: SL denotes Stop Loss. It is one of the most important tool to limit your losses. 

e. Target: Target denotes Target price range. We normally give 3 target levels (T1 – T2 – T3). 

f. Lot Size: Lot size is defined by exchanges for each scrip under Future & Option segment.  It denotes the minimum quantity that can be traded or in multiples thereof.

Investment in stock market or commodity market is subject to market risk. In order to mitigate the risk of severe drawdown on your positions, we recommend the following:

a. Follow stop losses: We provide the stop loss levels for each trade we recommend. We request all our clients to follow the stop losses principle.

b. Don’t put all your money in one or a very few stocks: We recommend all our clients to create a portfolio containing say 6 to 12 stocks rather than relying fully on 1 or 2 stocks. This help in diversifying our risk.

c. Assessing risk reward ratio for each trade: Our endeavor is to recommend only those trade set-up which are having risk reward ratio to be 1 : 2 or more. 

d. Timely profit booking: It is very important to book your profits in market on timely basis, keeping aside its tax implications.

e. Hedging your portfolio or position in F&O: We recommend our clients to hedge their positions through options, when we see change in market trend or increased market volatility. 

Stock selection are majorly based on technical analysis. We have firm belief in “Price discounts everything” principle. However, while recommending from investment perspective, we do go through company’s fundamentals.