ULTIMATELY WE ALL NEED PERSONAL ATTENTION

“I WILL REVIEW YOUR PORTFOLIO PERSONALLY,
EVERY QUARTER.”

- SUNIL DAMANIA

My simple formula- First- apply common sense, Second- invest only in great quality stocks and Third- chase and rebalance on momentum

I have spent over 30 years tracking Indian as well as global stock markets. I started investing as early as my college days and sharpened my skills while pursuing Chartered Accountancy. During my career in the equity markets, I interacted with almost all leading CEOs of the country and evaluated business across sectors and market caps. I am a regular on Business Channels like CNBC and have spoken at local and global investment conferences and seminars.

All my personal savings are invested in equity markets and my personal returns over the last three decades have been in excess of a CAGR of 18%

You are in safe hands!

IT’S TIME WE GET SERIOUS

You and I will spend 15 mins every three months, and I assure you every minute of this time will be worth it. My passion comes from thinking your money as my own, and I always believe this wealth is for our families and us, and hence it should be taken with that amount of paramount seriousness. This is what we will do-

PREP TIME
Two days prior to your telephone appointment with me, I will send you my detailed analysis of your portfolio. I want you to be ready for the call with me. Do read it diligently and make your notes
PORTFOLIO
CALL -
FIRST 5 MINS
After exchanging pleasantries, we will straight dive into the current market situation. I will give you a brief on how I see the markets. We will then analyze the strengths and weakness of your portfolio with respect to the markets and your personal objectives
PORTFOLIO
CALL-
NEXT 5 MINS
These 5 minutes, we will go stock by stock and evaluate your investment decision and my outlook on each stock and related sector. We will also evaluate your holding weights for seeing how we can maximize returns and minimize risk in your portfolio. Then we will look at your cash flows- whether you will need funds to withdraw or if you have new funds to invest
PORTFOLIO
CALL-
LAST 5 MINS
This is action time. We will discuss what to hold in your portfolio. Then what we should sell and with that cash what we need to buy. I will give you all the rationale for these calls, and you can ultimately take the final call
ACTION
REPORT
Over the next day, you will get an action report from my side of our discussion. So, no need to take notes on the call as I will document everything and send you the action report

HOW TO USE THIS SECTION

Upload your portfolio – For around 20 brokers you can upload your portfolio directly, or you can use our internal format

Fix up your appointment (5 review calls every year) - You get one call every three months plus one exceptional call you can use anytime. Fix up your appointment below

Keep updating your portfolio – We need to know what actions you are taking on your portfolio. So, keep updating it as only then we will be able to do the next call effectively

Reports – Before and after the call, reports of review and action will be sent to you. You can use this to manage your portfolio with your broker

Ongoing portfolio advisory - We will keep giving you lifelong ongoing advisory

MOJO PROFESSIONAL SERVICE PACK

Stock Score - For ALL listed stocks

Model Portfolios - Conservative, Moderate and Aggressive

Portfolio Optimization - Whatever current portfolio you have, we advise

Mojo Stocks - Top stocks where you won’t go wrong irrespective of which market cycle it is

Screeners - Find top stocks with your filters

Reviews - Portfolio Reviews once a quarter with our CIO

Stock of the month - Handpicked investment ideas by our CIO every month

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