Stallion Asset is a Mumbai based stock market equity advisory firm that focuses on long-term investments majorly in the time span of 12-18 months at least. Majorly targeting high and mid-cap stocks, it is a very small research firm with around 10 employees or less.
Stallion Asset Review
Stallion Asset has designed a model portfolio and users that join the firm need to follow and replicate that model portfolio consistently and strictly to observe reasonable returns on investments in the stock market. This advisory firm was established in the year 2013 and since then, has seen okayish growth over the last 4 years of its existence.
In this review, we will be talking about the services, pricing plans, pros and cons of choosing Stallion Asset as the research and advisory firm for your investments in the stock market.
Stallion Asset Management
Stallion Asset is led by Amit Jeswani who has himself been investing in the stock market for a period of 10 years or so along with a business graduation degree from Kingston University London.
As per the claims of the advisory, the firm has a team of research experts with sizable domain experience.
Stallion Asset Services
Stallion Asset offers different types of offerings through their research. Services of the firm are not suitable for intraday traders and users looking to make quick gains.
Their major focus is towards mid to long-term investments with recommendations that can potentially provide growth to the portfolio.
In their services, Stallion Asset offers:
Recommendations on Old and New Stocks
Buying and Exit Strategies
The idea of this advisory firm is simple. They generally focus on the stocks that can potentially offer returns in the range of 100% within a span of 12 months to 18 months.
Apart from the above mentioned, the advisory firm offers Multi-bagger and Momentum plans.
In the former, you are provided with 10-15 Multibagger ideas a year while in the latter 10-20 Stock Ideas are provided over a year, however, as per the advisory claims, at any given point in time, there are maximum 5 stocks in a portfolio.
The investment horizon is long-term in the range of 10-15 years. However, you may choose to exit the investment anytime in mid-term as well.
These recommendations will be provided to you via:
Stallion Asset Charges
Generally, Stallion Asset recommends clients to start their investing in a range of at least ₹2 Lakhs. As far as pricing is concerned, it directly depends on the time period you are looking to get the services for.
Here are the plans listed for the Multi-bagger plans:
The advisory firm also offers Momentum plans which comes with:
10 Stocks Portfolio
10-20 new stocks in a year
The holding period of these stocks is generally 1 to 9 months
The pricing of these Momentum plans are:
1 Year: ₹19,999
6 Months: ₹11,999
Stallion Asset Contact
Stallion Asset provides customer support to its clients through different mechanisms as listed below:
Online Query Desk
This Mumbai-based advisory firm is pretty good in terms of the number of communication channels it has to offer.
In terms of response, most of the channels are swift and the support team seems to be pretty knowledgable in the products and services Stallion Asset has to offer.
Stallion Asset Complaints
Here are some of the concerns if you use the services of this advisory firm:
No plans or services for clients looking to perform intraday trading or search for quick investment opportunities.
No clear segregation of different plans based on the trading segments users looking to trade or invest in.
Seems to be a one-man show and in case, things go south – well, investments may be at risk.
Relatively a new name in the domain of Research and Advisory.
Users are advised to perform their due-diligence before indulging with any advisory firm.
Stallion Asset Performance
Like mentioned above, Stallion Asset is one of the advisory firms that perform well on its recommendations for mid to long term holding period.
Thus, if you are looking to stay invested for a relatively longer duration, then you’d find the performance of Stallion Asset better than the industry average.
On a comparative basis, the advisory firm has a comparatively lower percentage of dissatisfied clients as far as accuracy of their recommendations is concerned.
Stallion Asset Advantages
At the same time, here are some of the positives of using this research firm for your trading and investment decisions:
Stallion Asset offers a unique feature called – ‘Query Desk’ wherein registered users can log in and ask specific questions about the historical, current or future opportunities. The research team from Stallion Asset answers each of these queries individually. Un-registered users can check out the queries and the corresponding responses for free.
Stallion Asset offers 2-day free trial so that users may get an idea of the service and overall performance.
The advisory firm offers communication channels such as Phone, Mobile, Email, Web-form, Social Media etc.
The firm runs a financial blog as well that gives users an idea around different intricacies of the stock market investments including IPOs, market movements etc.
Stallion Asset Conclusion
Stallion Asset is suitable neither for a day trader who wants 3-5 tips on a daily basis, nor it is suitable for long-term investors who are looking for a holding period of at least a year without no maximum cap of timelines.
This advisory firm works for individuals who are looking to stay invested for a few months and are looking to a reasonable return percentage. Their expectations in terms of the number of tips are not that high either.
If you are someone that can relate to these expectations, you can look forward to trying to their services.
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