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Dear Readers,

We strive to achieve 25-35% annualized return on our savings (you can’t beat inflation comprehensively in the long run with your FDs and Gold holdings) and we can try and help you achieve the same with our Alpha and Alpha + portfolio services.

In Alpha +, the investment opportunities in High quality businesses and Statistical bargains help achieve the above objective over the longer term while the Special Situation/Risk arbitrage opportunities help generate good returns even when the overall market is in downtrend or moving sideways.

What is even more important is that the complete Portfolio Advisory and Review service ensures that you don’t have to worry about buy/sell, portfolio allocation decisions (know about portfolio advisory provided in Alpha/Alpha plus – HERE and HERE) and you can leave those decisions to us.

Please find below the Performance update for Alpha Plus Portfolio as at 8th May’13. The performance is updated on monthly basis.

Alpha Plus Portfolio (12 Months) subscription – Rs 15,000/- 

  • 8-12 Medium/Long term investment recommendations in stocks of High quality companies and Statistical bargains
  • Minimum 8 (maximum any number as depends on corporate actions) Risk arbitrage/Special situation opportunities
  • Weekly updates with Alpha weekly and other mid-week updates as and when required
  • Model Portfolio and complete guidance on portfolio build up with regular portfolio review (most important feature of Alpha/Alpha + portfolio)
  • Buy/Sell advice through E-mail and SMS
  • Investing lessons
  • Queries with respect to any stock, portfolio are addressed

Performance snapshot as on 8th May’13

For details on Alpha Plus Portfolio – click HERE

- info@katalystwealth.com