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Welcome to AI
(Aceequity Investor)

We are a SEBI registered (INH100005899) firm, aiming to simplify equity investments for you. We focus on a few long term wealth creation services. Apologies to traders, there is no short-term service. Our research reports are simple yet insightful. Many of our customers have become our brand ambassadors. We believe that word of mouth publicity takes time but travels quite far. This single web-page should provide you good information about us and our services. Interested? Please read on!

Our Service CatalogueDownload

SERVICE OVERVIEW

SERVICE DETAILS

Service 1
Portfolio Advisory: Multicap & Smallcap

Description: Under this service, we recommend a well-diversified yet focused portfolio, having our top 10-15 stocks. From the universe of 2500 stocks, only the best 10-15 high quality, consistent alpha stocks are selected to represent an optimal risk-return profile. Our selection criteria is water-tight as it combines the power of computer analytics & human experience.

Portfolio Types: There are two portfolios under this service to meet the needs of different investors. You can subscribe one of them under single plan or get both portfolios under combo plan.
1. Multicap Portfolio (called MultiCAP Multibagger), having diversified high alpha stocks across market caps like large, mid and smallcap.
2. Smallcap Portfolio (called Tiny CAPS), having high quality, handpicked stocks from small cap segment of the market.

Target Returns: Aims at 16x returns in 10 years | ₹10 lakhs can potentially become ₹1.6 Cr in next 10 years.

Strategy: Optimal risk, high return | Suited for long term

Price: ₹7,000/year for one portfolio | ₹10,000/year for both portfolios.
For multi-year plans, connect @ 9958092336 (WhatsApp)

Frequency: Apart from initial 10-15 stocks in the portfolio, you may expect 3 or 4 stock changes in a year. It depends on market conditions. However, portfolio review reports will be shared every month so you remain on top of the portfolio updates.

Investment: There is no minimum or maximum amount, this is as per investor’s capacity. However, we recommend you allocate a minimum of ₹1 lakh over an year.

Past Performance: Please click here

How to use this Service: After subscription, we will share the model portfolio on your email-id. You just need to follow the portfolio and buy stocks as per prescribed allocation. Each report is self explanatory and has complete information like % allocation, max buying price, target prices, investment theories etc.

Service 2
SME Stock Advisory: Emerging CAPS (EC)

Description: Stocks are recommended from the world of SME stocks. Very niche service in the market. SME stocks are not known to many people but they have tremendous return potential (more than small caps). They will be the next big thing in future but key is to invest when they are unknown and undiscovered. Not to mention, it comes with more risks as well. That is where we come into the picture to recommend only the best SME stocks.

To mitigate risk, we are keeping some flexibility in this service, like no hard monthly recommendation. Stocks will be recommended when conditions are lucrative. We will recommend only the best of the best SME stock when they are cheaper than their intrinsic value (margin of safety).

Target Returns: Truly multibagger returns |5-10 times in 5-8 years

Strategy: High risk & high return | Suited for long term

Price: ₹18,000 for two years | Subscription runs in a block of two years

Frequency: Flexible, 3 to 4 stocks per year.

Investment Amount: Each SME stock will need around ₹1.5 – ₹ 2 lakhs for purchase. SME stocks are purchased in market lots & not as individual shares. To understand more about SME stock investments, click here.

Past Performance: EC is a new service launched in May’19. So far only one stock recommended.

Using this Service: We will provide you the recommendation report on your registered email-id, using which you can purchase stock as per guidance.

Click here to read more about Emerging CAPS (EC)

AI Post

Description: Our free newsletter for life. This newsletter will provide you valuable insights on the latest market trends and a diverse range of interesting topics.

PAST PERFORMANCE

CUSTOMER TESTIMONIALS

“I trusted AI to do financial planning for me. I found it useful & trustworthy. Now, I have invested a lumpsum money as per portfolio recommendation service, multicap multibagger. Let them recommend stocks while I can focus on my job” Amit Sharma, Singapore
“Initially, I was a reader to free AI newsletters and loved to read their articles which focuses on long-term and fundamentally strong tiny to blue-chip stocks. After conviction, I decided to buy combo plan and found reports very crisp and clear, providing just the right amount of information.
I am impressed with after sales support and value creation interactions. AI services are best suited for any person, who do not follow market very regularly. It also brought much needed discipline in my investments which was lacking from a long time. Reasonable subscription charges which I got returned within first-month of my investment” Bala Dengale, Singapore
“I have been investing in stock market for some time and it is very risky if you invest without proper research. At the same time it is highly rewarding if you do the investment in stock market with proper research. Ace equity researches and stock recommendations are very impressive and result oriented. I have been using their services for past one year and now I follow their recommendations blindly.
Good job Ace equity team. Keep up the good work." Jitendra Sharma, India