Research Services Assessment & Agreement Form

1. Personal Details
As it appears in proof of ID
2. Documents
Accepted documents list – Adhaar card, Passport, or Driving license (must have verifiable address). Documents must be clear and scanned copy. Photos, black/white, photocopies are not accepted. Only PDF files of less than 1 MB size are accepted.
3. Profile Creation
If yes, please contact us for commercial unit packages
4. Agreements
I hereby declare that I have read, understood, and accept the Terms & Conditions, Risk Disclosure, Disclaimer, Privacy Policy and License Agreement given at I understand that sharing or distributing the recommendation through any medium, in any form, with any party, is strictly prohibited and liability/penalty is applicable. I authorize the SBER to provide my documents to government authorities, if required.
5. Payment for Service

Register and pay for the service here. Invoice generated will be available in the billing section of the client area. The amount is non-refundable, non-transferable, and non-credit type. In case the order is rejected, payment gateway charges are non-refundable.

Once payment is made, enter your invoice number or payment ID below.

Research service that is inspired by portfolio type approach.


So what exactly is the portfolio approach?

When a single stock is recommended, it comes with its own risk and reward. Depending on its beta, it may carry additional risk of market volatility. Here, we are referring to a combination of stocks that can be recommended together (with some time variation) and are attempted to contain beta risk.


Who invests the money?

Money remains with you. You have discretion over investment. Recommendations are not mandatory to be transacted. Thus, you are in full control of your investments.


How are stocks selected?

Stocks are selected based on multiple factors, primary of which is their technical standing, books ratio, and probability of financial distress (lower the better).


Can anyone enrol for the service? How are clients selected for the service?

Service is not open for all. We offer this service to selected clients only. The clients are selected based on certain factors. The best way is to get a referral of any of our existing client.


Want to know more about it, get in touch with us.

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