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Introducing "Vision 2025" Strategy-

Unearthing Goldmines for Patient Investors.

Vision 2025

We introduce our Strategy “Vision 2025” commonly known as “Hidden Gems” to our clients to help them generate significant wealth to
the extent of 10 Times in 8 – 10 Years along with Yearly Returns.

However, as is the case with all forms of equity investing, creating wealth out of Vision 2025 Strategy requires one to have –

a) Patience to wait out the ups and downs and,
b) Handholding from credible and committed advisors.

Introducing

Vision 2025 Strategy

OBJECTIVES

To identify the companies that can grow exponentially backed by a deep understanding of financial and non-financial aspects of the company and staying invested in them for the long term with the objective of “Wealth Creation”

WHO IS IT FOR

  • Market Volatility

    Growth Potential

    Investors who want to leverage on India’s 2025 growth potential.

  • Monthly Basis

    Monthly Basis

    Investors who want to invest in stocks on a monthly basis.

  • Long Term

    Long Term

    Long Term Investors with 2-5+ years of time horizon.

  • Short Term

    Short Term

    Do not worry about short term volatility in the markets.

 

VISION 2025 COMPANIES SELECTION APPROACH

As a part of Vision 2025 Strategy, we would like to take you through the trajectory of India’s growth over the next 8 years till 2025 and accordingly invest in the stocks which are lesser known but exhibit very strong fundamentals.

That’s how India’s growth story can be your success story towards wealth creation as well!

KEY BENEFITS

Number of Recommendation
Number of Recommendation

Number of Recommendations over the Year –12-15 Stocks.

Access to Books
Research Reports

3 Different Reports for every stock namely Equentis Index, Equentis Summary and Equentis Main.

Frequency
Frequency

Once in a month. There could be times when you can also get two opportunities in a month.

Type of Stocks
Type of Stocks

Most stocks in this feature are lesser known, relatively undiscovered names.

Investment Time Horizon
Investment Time Horizon

2 -5+ Years.

Objective
Objective

Wealth Creation.

Return Expectations
Return Expectations

10 Times in 8 Years along with Yearly Returns.

We will not just recommended stocks and forgetting them but will be handholding our clients all through this wealth creation journey.

Vision 2025 Strategy Subscription

1 YEAR

Vision 2025 Strategy Subscription

R 18,000
(Inclusive of all taxes)

Price Excludes
Gift Shares worth INR R 5,000

3 YEARS

Vision 2025 Strategy Subscription

R 30,000
R 36,000
(Inclusive of all taxes)

Price Excludes
Gift Shares worth INR 5,000

DISCLAIMER

Most of the stocks that are present in our “Vision 2025” feature are mid-caps or small-caps; hence they may not be very widely tracked by the analyst community. There may not be adequate information available for these companies in the public domain, w.r.t. periodic conference calls, investor presentation, management appearances in the media and so on. We build our understanding on these companies based on all information available in the public and increase it going ahead as more information trickles in.

Given the high-risk, high-return nature of “Vision 2025”, we advise clients not to take concentrated bets on any one stock or in just a few stocks, but to distribute their corpus equally across all our “Vision 2025” recommendations. Also, we advise clients not to panic in case of any short-term volatility, but to let the investment thesis of these stocks play out over a longer term so that they can generate maximum wealth from our recommendations.

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