The share price rises when there is buying in the stock and declines when there is selling. In fact, the buying can be due to good results, improving performance, or any other factor. On the other hand, the fall in the stock price can be due to bad results, some unexpected event, etc. To conclude, the share price is determined depending upon the demand and supply in the market.
Stock Indices
Many companies from different sectors are listed on the exchange. The companies from similar sectors are grouped together to form an index. The classification norms for grouping companies vary from sector to sector. NSE index comprises of 50 stocks and BSE index comprises of 30 stocks.
You have to place a purchase or sale order with the broker after opening a demat account. The brokers will take the order and act accordingly. In return, the investor or trader has to pay brokerage for the purchase or sale of the investment
When shares are purchased and sold in short span of time, it is known as trading. On the other hand, investment means purchasing the shares and holding them for long-term i.e. more than 12 months. The traders sell the shares as soon as he makes profits while the investor waits for the long term gains.
The Securities and Exchange Board of India (SEBI) regulates the Indian stock market. They have the power and responsibility to look after the interest of the investors. They aim to develop the share market and its working.
Trade AdWise reviews your current equity investments, which helps you understand the overall health of your portfolio and to achieve better gains.
Fill in the contact us details and mention the kind of investor you are and;
if you are looking for a free portfolio review or
if you want to get your current portfolio restructured
Trade AdWise team would send across a risk profiling questionnaire along with payment details for portfolio restructuring service. Please be informed to send in the transaction ID once the payment is made.
After payment is received by Trade AdWise, within 7 working days your restructured portfolio will be sent to you.
Yes, it is mandatory. Risk profiling helps us understand the willingness and the ability of risk an investor can bear.
Once you have submitted these details, just wait patiently. The Trade AdWise team is working on your portfolio.
The equity portfolio submitted should include Script Name, Holding Quantity & Current Market Price. If you can send in the purchase date and purchase price it would be helpful to understand your investment approach even better.
Free Portfolio review
- Trade AdWise will provide its report on your holdings with, HOLD, BUY or SELL signals. Trade AdWise will provide its report on your holdings with, HOLD, BUY or SELL signals.
- Allocation of current investments
Paid Portfolio restructuring
- Trade AdWise will provide its report on your holdings with, HOLD, BUY or SELL signals.
- Detailed research for every stock in portfolio
- Switch recommendations for SELL signals
- Snowflake Representation - visual understanding on the strengths & weaknesses of each stock
- Allocation of investments for the restructured portfolio
- Portfolio is restructured once in 6 months/ twice in a year (period starts on the date of restructuring for the first time)
Trade AdWise recommends stocks when there is a SELL signal in your holdings (portfolio restructuring service clients). The team performs research & runs our magic formula to select the best stock for your portfolio. Every client may get a different stock depending on their portfolio, kind of investor and the time of restructuring.
Diversify risk and maximize gains is kept as the motto while Trade AdWise decides on the allocation/ weightage of investments in your portfolio.
Trade AdWise does not promise/ guarantee but has not failed at the same time to deliver 15-25% yearlygains on our client’s restructured portfolios.
Trade AdWise follows and recommends a strict stop loss pattern. We request our clients to exit any stock (recommended or not recommended by us) which falls more than 8% from the purchase price.
We track your investments, but if we ever miss out to mention any detail, please follow this rule on your own.
P.S. - There is always another stock which can be purchased/ the same stock at a much better price.
No there is no requirement of any details for a free portfolio review
Your investment details are safe and secure; we only store the information to track your investments.
Yes, you can apply any number of times for a free portfolio review. But we recommend you to apply for the portfolio restructuring service to know the reasons behind our recommendations, maximize gains and to better understand the health of your own portfolio.
We do not have a refund on our services as we are confident you will be happy with the services of Trade AdWise. That is why apart from portfolio restructuring, we also offer a free portfolio review service.
Unfortunately, we do not have a possibility of cancellation once the payment is made.
Write to us at research@tradewise.com, we usually get back to you within 2 working days unless we have too many portfolios to be restructured. If it is really urgent, then mark the email as URGENT and we will get back to you asap.