Share market is also a critical business like any other business which requires planning, knowledge, research, analysis, and awareness on the dynamics of market movements. “Investing today & receiving returns tomorrow” is a myth. You gain no fixed returns in this since it is a speculative business, all we assure is safety of your capital.

When you assign your account for handling with us you don’t get eliminated from any risks because the share market itself is a risk. Where there is high reward, there is high risk too! So does this mean that the money you invested is at risk? No, when we are handling your account we manage your risks therefore we seek a minimum time bond/ timeline of one year or longer as per your circumstances to handle your account.

Whenever you want to reap good benefits from your investment it is essential to have a good analysis for each avenue. Just like some stocks give great benefits after long term investments for a minimum of 2 years. While investing for long term stocks, they need to be purchased at every level. Some stocks are purchased for a shorter period while some are bought intraday (bought on the same day and sold on the same day). The risk in intraday trading is the highest. Therefore, a long term portfolio is a backup plan because if you face any losses, they can be recovered in the future. To create a value-oriented portfolio is time consuming, hence a time-bond/timeline comes attached with account handling.

You may end up making a huge loss because as discussed above, a long-term portfolio is created step by step, along with that to safeguard your portfolio we make investments in Gold ETF, Smallcase, Nifty ETF bonds and many more. If you suddenly withdraw your funds you may have to incur huge losses based on the market situation. And for such situations the client solely is responsible.

Investing in the stock market is not only about stocks, there are various kinds of investments and funds are sufficiently required for making a value-oriented and a profitable portfolio. The minimum amount required is Rs. 5 lakhs only. If you don't wish to invest Rs.5 lakhs it does not mean that you cannot invest in the share market. While you have invested Rs.5 lakhs, you have put your account in a position of risk management and increased ratio of earning profits. Therefore, it is appropriate to invest Rs.5 lakhs for yourself or while suggesting to any of your dear ones.

Trust is the biggest factor in any business. Always remember that Yes Insights & Solutions just handles your account through your own DEMAT Account and you solely have rights to that account. Yes Insights & Solutions individually does not take any money in any form from you for any transactions. The company is just an account holder and is part of only sharing profit in your generated returns. All the part of study, analysis, research etc are done by us.
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Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

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