A COMPREHENSIVE AND PERSONALISED APPROACH TO INVESTMENT ADVISORY
IDA Wealth is a SEBI-registered Investment Adviser (SEBI INA000017851), and we advise clients seeking high-quality investment guidance for a fee.
Our mission is to help our clients grow and preserve their wealth, in a manner that helps them achieve their financial goals.
India’s booming stock market is attracting many existing and new investors for the right reasons. IDA Wealth offers investment advisory services, on equity investments.
WHOM DO WE SERVE ?
- People who have knowledge of stock investing but do not have access to quality research and good stock recommendations. (for short, medium and long term)
- People who have a goal and a time frame (i.e., saving for retirement, or children's education etc) and need guidance on financial planning and investment solutions.
Please get in touch to get “Simply better advice” from IDA Wealth
Email: info@idawealth.in
Phone/ WhatsApp: +91 98112 10001
Product Offerings
Equity Cash
Comprehensive Plan
In this package we provide:
- Intradaystock recommendations: 2 - 4 calls daily
- BTST stock recommendations: 1-2 calls daily
- Positional/Momentum stock recommendations: 1 - 4 calls weekly
(holding period 10 days - 1 month)
- 1 month plan - Rs. 3,500
- 3 months plan - Rs. 7,500
- 6 months plan - Rs. 12,500
- 12 months plan – Rs. 20,000
Stock / Index
Options Plan
- In this package we provide recommendations in Stock / Index Options
- Recommendations: 1 - 4 calls daily
- 1 month plan - Rs. 3,500
- 3 months plan - Rs. 7,500
- 6 months plan - Rs. 12,500
- 12 months plan – Rs. 20,000
Combo plan (Equity cash
comprehensive & options plan)
In this package we provide:
- Intraday stock recommendations: 2 - 4 calls daily
- BTST stock recommendations: 1-2 calls daily
- Positional/Momentum stock recommendations: 1 - 4 calls weekly
(holding period 10 days - 1 month) - Options (stock/index) recommendations: 1 - 4 calls daily
- 1 month plan - Rs. 6,000
- 3 months plan - Rs. 12,000
- 6 months plan - Rs. 18,000
- 12 months plan – Rs. 30,000
IDA Growth
Plan
Wealth Creation is the key focus of the plan. This is a medium to long term equity investments plan and is focused on stocks with strong fundamentals and momentum. The number of stocks can range up to 20 of the Top 500 Nifty. Capital requirement suitable for this product – Rs 20 lacs.
- 12 months plan - Rs. 40,000
PS :Stock market investments are subject to market risks. Market risk is the possibility of an investor experiencing losses due to factors that affect the overall performance of the financial markets.
Financial & Investment Planning
We can help you make a personalised financial plan that helps you navigate the best way to achieve your financial goals.
We shall offer step-by-step assistance in making and managing the right investments based on your risk profile, preferences, and needs
You may write to us for an introductory – Complimentary 15 minutes call to know more about our advice.