Email : info@idawealth.in
Phone: +91 62800 83211
A COMPREHENSIVE AND PERSONALISED APPROACH TO INVESTMENT ADVISORY
India’s booming stock market is attracting many existing and new investors for the right reasons.
There are very few industries in the world that allow making your choices to earn or increase your investment in considerably less time, provided one can anticipate the dynamics of the stock market and trade safely.
IDA Wealth is a SEBI-registered Investment Adviser (INA000017851), and we advise investors seeking high-quality trading or investment guidance. We provide high-quality stock recommendations and investment advice for a fee.
WHOM DO WE SERVE ?
- People who have knowledge of stock investing but do not have access to quality research or good guidance.
- NRIs who do not want to miss out on the action in the India growth story and stock markets.
- People seeking to set up a post-retirement income stream, while they are in active work.
- People who have a goal and a time frame i.e., saving for retirement, or children's education etc.
Please get in touch to get “Simply better advice” from IDA Wealth
Email: info@idawealth.in
Phone/ WhatsApp: +91 62800 83211
Our Product Offerings
IDA Momentum Plan
Daily recommendations under this plan are made for stocks with strong momentum. This product is being offered at a very reasonable fees, as we want more investors to take advantage of the stocks in momentum.
Service
- 16-20 recommendations in a month.
- The stock recommendations are provided through the Mobile Application / internal WhatsApp group.
- The proposed target and stop loss of each recommendation are provided.
Minimum Capital Recommended
- No more than 35 % of the available investment amount should be allocated for this plan.
Risk Category
- Moderate to High
Investment Holding period.
- 1 Day to 90 days
Fees
- 1 Month – Rs. 3,500
- 3 Months – Rs. 7,200
- 6 Months – Rs. 12,000
- 12 Months – Rs.22,000
IDA Retirement Plan
We assist people who are in active work and are seeking to build a financial corpus for their retirement. We also help people close to retirement, build portfolios to set up their post-retirement income streams.
Services
- Review your existing investments.
- Devise a plan based on your financial situation, earnings, existing corpus, and expenses.
Underlying
- Mutual funds (Direct Plans)
- Direct Equity
- Fixed deposits
- RBI bonds
Fees
- Based on the scope of advice and portfolio reviews per annum
IDA Treasure Plan
This plan has been designed to give tailor-made investment solutions to fit your interests perfectly. The objective is to create synergy between your investments and your goals. This is the flagship product of IDA Wealth.
Services
- Review your existing investments.
- Devise a personal financial plan based on your financial situation, earnings, and responsibilities.
- Advice on specific investment avenues (mutual funds, equity, fixed deposits. etc)
- Monitor and periodically report on investment performance.
Underlying
- Mutual funds (Direct Plans)
- Direct Equity
- Fixed deposits
Risk category
- Low to medium
Recommended Investment holding period.
- 3 Years
Fees
- Based on the scope of advice and portfolio reviews per annum
Disclaimer: IDA Wealth does not offer any guarantee of assured profits through these stock recommendations.
Joining Process
- Please fill up the Contact Us Contact us
- Fill up the Risk Profile Assessment form. Risk Profile Form
- We shall call you back.
- Payment of fees
- Completion of KYC and Service agreement
Risk Profile Questionnaire
Investment in the financial market is subject to risk. It is therefore important for you to complete this document as accurately as possible.
Investment Risk Profile Levels
Any deviation from expected returns is known as risk. We have categorized risk taking capability of a person on the basis of Risk profile questionnaires scores such as Aggressive, Moderate, Balanced, and Conservative.
Low Risk (Score 5-9):- Low-risk category is for traders/ investors who invest in basically equity cash and similar products which involve less risk in the market.
Medium Risk (Score 9.5-13.5): - Medium-risk clients are less aggressive in their trades but they understand the level of risk involved in trades and invest according to it.
Moderate Risk (Score 14-17): - Moderate risk clients prefer to take calculated risk which does not exceed their capability.
High Risk (Score 17& Above):- High-risk clients are aggressive traders who are willing to take high risk with their investments.
As per our risk profile questionnaire score of the client may range from 5-30.
Risk Profile Form