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Research & Advisory

Fundamental Research

Product	Product Vision/ Product Note	Risk	Frequency
Initiating Coverage	This is our primary report product from the Fundamental Research Desk. Through this product we bring forth companies which are future ready and hence poised to see good growth in the coming 2-3 years. These reports aim to highlight companies with sustainable & scalable business models, dependable management and sound financials. We follow both, a top-down as well as a bottom up approach in identifying investment ideas depending upon the market cycles.	Low	Monthly
Result Updates/Event Updates	Once we have a company under our coverage we prepare regular updates, such as quarterly result updates & any other key event updates, where we feel the information can impact valuations of our stocks under coverage.	Low	As and when
Light House	Light House reports are aimed at sharing a quick perspective on a company where we see a price and value mismatch. These aren't detailed reports but just a platform through which analysts share a view on a stock where they feel there is still value left on the table for investors. The risk profile for investors looking at these ideas should be medium to high.	Medium to High	Monthly -1
Union Budget Report	This is an information product note which enumerates the key budget highlights and impact on some key sectors and stocks.	NA	Annual

Technical Research

Product	Product Vision/ Product Note	Risk	Frequency
Muhurat Picks	Stock Selection on Technical basis for Diwali - Mahurat Day, as it is referred as an auspicious day for investing.	Low	-
Yearly Stock selection	Stock Selection on Technical basis for Diwali - Mahurat Day, as it is referred as an auspicious day for investing.	Low	-
Special Reports	Stock selection based on technical breakout and potential upside/downside of more than 10-15%	Medium	As and when technical breakout is observed. Average every 20 days.
Weekly technical Calls	Weekly perspective and potential move of 5-7%	Medium	Weekly
Intraday	Purely intraday call and compulsory square off by 3.15. However, if positions need to be carry over than message is flashed before 3.15	High	Daily
Positional	Technical call with 5-10 days perspective and upside/downside movement of 3-5%	Medium	Daily
AOT	Aggressive Overnight Trader(AOT) is for traders who are looking for gaining from next day opening. It is compulsory squared off next trading session by 2.45 PM. It can be either Long (cash) or Short (fut) call depending on market sentiment.	High	Daily

Mutual Fund Research

Product	Product Vision/ Product Note	Risk	Frequency
Daily Performance of All Mutual Funds	Performance report of all open-ended mutual funds (both debt and equity), with basic fund details, returns and portfolio statistics	NA	Daily
Daily Performance of All Mutual Funds	Performance report of all our recommended mutual funds (both debt and equity) across all categories, with basic fund details, returns and portfolio statistics	NA	Daily
FMPs	The report provides Information like Fund open and close date, minimum investment as well as indicative portfolio and yields of all FMPs in the market	NA	Daily
Weekly News letter	Report covers any weekly news pertaining to the MF industry as a whole, AMC wise as well as any scheme specific news	NA	Weekly
Monthly Report	It covers outlook on the economy, equity, debt, currency and gold market. Also covers outlook on different categories of Equity as well as Debt MFS	NA	Monthly
SIP Report	The report showcases returns of recommended Funds for SIPs (includes one-pager of the same). Also covers basic information on benefits of SIP and provides SIP as well as Financial Calculator.	NA	Monthly
Debt Recommendation	The report showcases returns, strategy as well as portfolio information of recommended debt funds across time horizon.	NA	Monthly
Industry Update	Snapshot of AUM movement as well as inflows and outflows of the MF industry in the Month	NA	Monthly
Industry Update	It covers detailed movement of AUM, inflows in the MF industry as a whole	NA	Monthly
Model Portfolio-Wealth Plus	The report has comprehensive details about the three model portfolios as well as return comparison of the same	NA	Monthly
Category Report	A Comprehensive report, covering basic information, strategy as well as portfolio details of recommended funds across equity category. Separate report is circulated for different categories	NA	Quaterly

Margin Finance

Our Margin Trade Financing product allows you to take leveraged positions in capital markets segment facilitating purchase of securities with the help of amount borrowed from us against securities placed as collateral.

Key Features

Tenure - Up to 12 months with a option to renew at the end of term.
Security - As per approved list of securities.
Loan Amount - Minimum Rs. 2 Lakhs.
Margins - 30% to 50% of the approved equity shares.
Interest - Interest is calculated on daily outstanding balance payable/debited to your loan account at the end of every month.
Eligibility - Resident Individuals, Public and Private limited companies, registered partnership firms.

Private Clients Group

This is a specialized desk aimed at High Networth Individuals having unique investment needs. Clients are assigned dedicated wealth manager having good understanding of products across asset classes so as to advise and recommend customers on the basis of their unique requirements. Our approach here is more customized and consultative solutions from our product and research desks

Title	View
Investor Charter - Research Analyst
Investor Charter - PMS
Investor Charter - Stock Brokers
Investor Charter - DP NSDL
Investor Charter - DP CDSL

Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 PMS: SEBI Regn No.INP000000829 | AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

Way2Wealth Insurance Brokers Private Limited - Insurance Broking (Direct (Life & General): IRDA License No – 222 valid upto 21.10.2024 | CIN: U66010KA2003PTC032003

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